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 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.44KNew |
$329K - $337K
|
4.44K
$345K
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.42KNew |
$328K - $336K
|
4.42K
$343K
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
4.42K+ 2.46% |
$327K - $335K
|
184K
$14.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
4.37K+ 150.9% |
$324K - $332K
|
7.27K
$564K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
4.35K+ 43.16% |
$322K - $330K
|
14.4K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
4.34K+ 28.31% |
$321K - $329K
|
19.7K
$1.53M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.31KNew |
$319K - $327K
|
4.31K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.31K+ 0.99% |
$319K - $327K
|
441K
$34.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.27K+ 1179.83% |
$316K - $324K
|
4.63K
$360K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.2KNew |
$311K - $319K
|
4.2K
$326K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.18KNew |
$310K - $317K
|
4.18K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.12K+ 49.29% |
$305K - $313K
|
12.5K
$969K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.1KNew |
$303K - $311K
|
4.1K
$318K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.05K+ 2.71% |
$300K - $307K
|
154K
$11.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.01K+ 5.78% |
$297K - $304K
|
73.4K
$5.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.89KNew |
$288K - $295K
|
3.89K
$302K
|
|
|
Jan 17, 2023
Q4 2022
|
Refined Wealth Management
|
BUY
|
- |
3.88K+ 3.72% |
$287K - $294K
|
108K
$8.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.88K+ 3.74% |
$287K - $294K
|
108K
$8.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
3.77K+ 32.81% |
$279K - $286K
|
15.3K
$1.18M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.74K+ 682.82% |
$277K - $283K
|
4.28K
$332K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
3.72KNew |
$276K - $282K
|
3.72K
$289K
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
3.66KNew |
$271K - $277K
|
3.66K
$284K
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
3.66KNew |
$271K - $277K
|
3.66K
$284K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
3.63KNew |
$269K - $276K
|
3.63K
$282K
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.56KNew |
$264K - $270K
|
3.56K
$276K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.56KNew |
$264K - $270K
|
3.56K
$276K
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
3.54K+ 2.73% |
$262K - $269K
|
133K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.48KNew |
$258K - $264K
|
3.48K
$270K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.47K+ 2.78% |
$257K - $263K
|
128K
$9.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.45KNew |
$255K - $262K
|
3.45K
$268K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.44K+ 2.72% |
$255K - $261K
|
130K
$10.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.36K+ 63.16% |
$249K - $255K
|
8.69K
$674K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.35K+ 8.65% |
$248K - $254K
|
42.1K
$3.27M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.35K+ 24.11% |
$248K - $254K
|
17.3K
$1.34M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.34KNew |
$247K - $253K
|
3.34K
$259K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.29K+ 117.31% |
$244K - $250K
|
6.1K
$474K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.28KNew |
$243K - $249K
|
3.28K
$255K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.25K+ 46.48% |
$241K - $247K
|
10.2K
$795K
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.23KNew |
$239K - $245K
|
3.23K
$251K
|
|
|
Feb 06, 2023
Q4 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.19K+ 109.76% |
$237K - $242K
|
6.1K
$474K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.14KNew |
$232K - $238K
|
3.14K
$244K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
3.13K+ 10.48% |
$232K - $238K
|
33K
$2.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
3.08KNew |
$228K - $233K
|
3.08K
$239K
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.07KNew |
$227K - $233K
|
3.07K
$238K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.07K+ 28.59% |
$227K - $233K
|
13.8K
$1.07M
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.03K+ 37.3% |
$224K - $230K
|
11.1K
$864K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.94KNew |
$218K - $223K
|
2.94K
$228K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.94KNew |
$218K - $223K
|
2.94K
$228K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.93KNew |
$217K - $222K
|
2.93K
$228K
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
2.91KNew |
$216K - $221K
|
2.91K
$226K
|