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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
8.64K+ 18.99% |
$640K - $655K
|
54.1K
$4.2M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
8.62K+ 87.2% |
$639K - $654K
|
18.5K
$1.44M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
8.31KNew |
$616K - $631K
|
8.31K
$645K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.22K+ 184.61% |
$609K - $623K
|
12.7K
$983K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
7.98K+ 50.35% |
$591K - $605K
|
23.8K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.71KNew |
$571K - $585K
|
7.71K
$598K
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7.59K+ 11.35% |
$562K - $576K
|
74.5K
$5.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.51KNew |
$556K - $570K
|
7.51K
$583K
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
7.27K+ 8.78% |
$538K - $551K
|
90K
$6.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.25K+ 11.63% |
$537K - $550K
|
69.6K
$5.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.09K+ 1.91% |
$525K - $538K
|
379K
$29.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.91K+ 11.84% |
$512K - $524K
|
65.3K
$5.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
6.86KNew |
$508K - $521K
|
6.86K
$533K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
6.86K+ 22.19% |
$508K - $520K
|
37.8K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.78KNew |
$502K - $514K
|
6.78K
$526K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.78KNew |
$502K - $514K
|
6.78K
$526K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.71K+ 9.7% |
$497K - $509K
|
75.9K
$5.89M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.68K+ 3.88% |
$495K - $507K
|
179K
$13.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.6KNew |
$489K - $500K
|
6.6K
$512K
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
6.59K+ 65.31% |
$488K - $500K
|
16.7K
$1.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
6.42K+ 5.98% |
$475K - $487K
|
114K
$8.82M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.33K+ 0.87% |
$469K - $480K
|
734K
$57M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.32KNew |
$468K - $479K
|
6.32K
$490K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
6.23K+ 20.9% |
$462K - $473K
|
36.1K
$2.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.16KNew |
$456K - $468K
|
6.16K
$478K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.1K+ 158.91% |
$452K - $463K
|
9.94K
$771K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.95K+ 119.23% |
$440K - $451K
|
10.9K
$848K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.95K+ 119.23% |
$440K - $451K
|
10.9K
$848K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.92KNew |
$438K - $449K
|
5.92K
$459K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
5.8K+ 2.48% |
$430K - $440K
|
240K
$18.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5.71KNew |
$423K - $433K
|
5.71K
$443K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
5.7K+ 9.92% |
$422K - $433K
|
63.2K
$4.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
5.65K+ 1.44% |
$418K - $428K
|
398K
$30.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.61K+ 16.04% |
$416K - $426K
|
40.6K
$3.15M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.54KNew |
$410K - $420K
|
5.54K
$430K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
5.44KNew |
$403K - $413K
|
5.44K
$422K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5.39K+ 200.56% |
$399K - $409K
|
8.08K
$627K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.35K+ 28.02% |
$397K - $406K
|
24.5K
$1.9M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
5.33K+ 132.53% |
$395K - $404K
|
9.35K
$726K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.33K+ 74.73% |
$394K - $404K
|
12.5K
$966K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.28K+ 103.51% |
$391K - $401K
|
10.4K
$806K
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
5.13K+ 3.68% |
$380K - $389K
|
144K
$11.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
4.99K+ 6.03% |
$370K - $379K
|
87.8K
$6.81M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
4.98K+ 22.8% |
$369K - $378K
|
26.8K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.97KNew |
$368K - $377K
|
4.97K
$385K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
4.93K+ 23.3% |
$365K - $374K
|
26.1K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.9K+ 14.9% |
$363K - $371K
|
37.7K
$2.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4.87K+ 15.55% |
$361K - $369K
|
36.2K
$2.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.59KNew |
$340K - $348K
|
4.59K
$356K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.48KNew |
$332K - $340K
|
4.48K
$348K
|