Purchases and Sales Made in Q4 2022 in Vanguard Bd Index Fd Inc Short (BSV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Short (BSV) during Q4 2022. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC SHORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.8K+ 0.98% |
$1.32M - $1.35M
|
1.84M
$145M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
17.6K+ 42.7% |
$1.3M - $1.33M
|
58.8K
$4.65M
|
|
|
May 05, 2025
Q4 2022
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
17.3K+ 6.49% |
$1.28M - $1.31M
|
283K
$22.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
17K+ 6.05% |
$1.26M - $1.29M
|
299K
$23.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
16.9K+ 10.4% |
$1.25M - $1.28M
|
179K
$14.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
16.9KNew |
$1.25M - $1.28M
|
16.9K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
16.6KNew |
$1.23M - $1.26M
|
16.6K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
16.5K+ 6.82% |
$1.22M - $1.25M
|
259K
$20.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
16.5KNew |
$1.22M - $1.25M
|
16.5K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
16.3KNew |
$1.21M - $1.24M
|
16.3K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16.2K+ 39.05% |
$1.2M - $1.23M
|
57.5K
$4.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15.8K+ 147.79% |
$1.17M - $1.2M
|
26.6K
$2.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15.3KNew |
$1.14M - $1.16M
|
15.3K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 29.63% |
$1.12M - $1.14M
|
66K
$5.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
14.8K+ 14.59% |
$1.09M - $1.12M
|
116K
$9.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
14.7K+ 100.89% |
$1.09M - $1.12M
|
29.3K
$2.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
14.4KNew |
$1.06M - $1.09M
|
14.4K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
14.1KNew |
$1.05M - $1.07M
|
14.1K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
14K+ 9.03% |
$1.04M - $1.07M
|
169K
$13.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
14K+ 2.5% |
$1.04M - $1.06M
|
575K
$45.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
13.9KNew |
$1.03M - $1.06M
|
13.9K
$1.1M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
13.6KNew |
$1.01M - $1.03M
|
13.6K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
13.5K+ 3.56% |
$1M - $1.03M
|
394K
$31.2M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
13.5K+ 3.56% |
$1M - $1.03M
|
394K
$31.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13.4K+ 33.22% |
$989K - $1.01M
|
53.5K
$4.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
13KNew |
$961K - $985K
|
13K
$1.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
12.9KNew |
$958K - $982K
|
12.9K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.9K+ 28.44% |
$953K - $976K
|
58.1K
$4.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.8K+ 6.22% |
$949K - $972K
|
219K
$17.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
12.7K+ 21.41% |
$940K - $962K
|
71.9K
$5.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.7K+ 37.36% |
$938K - $961K
|
46.6K
$3.68M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.6K+ 13.86% |
$934K - $957K
|
104K
$8.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
12.4K+ 118.0% |
$916K - $938K
|
22.8K
$1.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12K+ 13.88% |
$890K - $911K
|
98.5K
$7.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
12K+ 10.84% |
$886K - $907K
|
122K
$9.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
11.8K+ 8.74% |
$876K - $897K
|
147K
$11.6M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
11.4KNew |
$844K - $864K
|
11.4K
$900K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$829K - $849K
|
11.2K
$885K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
11.2KNew |
$827K - $847K
|
11.2K
$882K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
11.2KNew |
$826K - $846K
|
11.2K
$882K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.1KNew |
$826K - $846K
|
11.1K
$881K
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
11K+ 82.4% |
$814K - $834K
|
24.3K
$1.92M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
10.8K+ 4.37% |
$799K - $819K
|
258K
$20.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10.6KNew |
$785K - $804K
|
10.6K
$837K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$784K - $803K
|
10.6K
$837K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.3K+ 19.44% |
$762K - $781K
|
63.2K
$5M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
9.62K+ 65.01% |
$713K - $730K
|
24.4K
$1.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
9.53KNew |
$706K - $723K
|
9.53K
$754K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
9.2K+ 8.1% |
$682K - $698K
|
123K
$9.71M
|
|
|
Jan 30, 2023
Q4 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
9.14K+ 8.19% |
$677K - $693K
|
121K
$9.54M
|