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 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.91KNew |
$215K - $220K
|
2.91K
$225K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.9K+ 14.27% |
$215K - $220K
|
23.3K
$1.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Brewster Financial Planning LLC
|
BUY
|
- |
2.87K+ 1.84% |
$213K - $218K
|
159K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
2.85KNew |
$211K - $216K
|
2.85K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.85K+ 100.32% |
$211K - $216K
|
5.69K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
2.81K+ 14.13% |
$208K - $213K
|
22.7K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.8KNew |
$208K - $213K
|
2.8K
$217K
|
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
BUY
|
- |
2.77K+ 3.66% |
$205K - $210K
|
78.5K
$6.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.76KNew |
$205K - $210K
|
2.76K
$214K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.74KNew |
$203K - $208K
|
2.74K
$213K
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
BUY
|
- |
2.74K+ 2.42% |
$203K - $208K
|
116K
$8.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.73KNew |
$202K - $207K
|
2.73K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.7K+ 4.16% |
$200K - $205K
|
67.6K
$5.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.62K+ 11.33% |
$194K - $199K
|
25.8K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.54KNew |
$188K - $192K
|
2.54K
$197K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2.45KNew |
$181K - $186K
|
2.45K
$190K
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.43KNew |
$180K - $184K
|
2.43K
$188K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
2.4K+ 2.27% |
$178K - $182K
|
108K
$8.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.4K+ 47.21% |
$178K - $182K
|
7.47K
$580K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.37K+ 93.1% |
$176K - $180K
|
4.92K
$382K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.34KNew |
$173K - $177K
|
2.34K
$182K
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.26K+ 22.69% |
$167K - $171K
|
12.2K
$947K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.23K+ 8.55% |
$165K - $169K
|
28.3K
$2.19M
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.15K+ 6.06% |
$160K - $163K
|
37.7K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.07K+ 0.8% |
$153K - $157K
|
262K
$20.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
2.05K+ 7.76% |
$152K - $156K
|
28.5K
$2.21M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.03K+ 35.17% |
$151K - $154K
|
7.82K
$607K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.03KNew |
$151K - $154K
|
2.03K
$158K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.03K+ 17.1% |
$150K - $154K
|
13.9K
$1.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.94KNew |
$143K - $147K
|
1.94K
$150K
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
1.93K+ 3.39% |
$143K - $146K
|
58.9K
$4.57M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.9K+ 5.23% |
$140K - $144K
|
38.1K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.89K+ 5.82% |
$140K - $144K
|
34.5K
$2.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.87K+ 0.82% |
$139K - $142K
|
229K
$17.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.8KNew |
$133K - $137K
|
1.8K
$140K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.8K+ 2.11% |
$133K - $136K
|
86.7K
$6.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.79K+ 117.74% |
$133K - $136K
|
3.31K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.78KNew |
$132K - $135K
|
1.78K
$138K
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.77K+ 7.36% |
$131K - $134K
|
25.8K
$2M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.75K+ 19.83% |
$130K - $133K
|
10.6K
$822K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.75K+ 9.59% |
$130K - $133K
|
20K
$1.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.72K+ 326.57% |
$127K - $131K
|
2.25K
$174K
|
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
BUY
|
- |
1.7K+ 1.39% |
$126K - $129K
|
124K
$9.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.7K+ 8.74% |
$126K - $129K
|
21.1K
$1.64M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.58KNew |
$117K - $119K
|
1.58K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.56KNew |
$116K - $119K
|
1.56K
$121K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.55K+ 17.18% |
$115K - $117K
|
10.6K
$819K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.51KNew |
$112K - $115K
|
1.51K
$117K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.51K+ 27.41% |
$112K - $114K
|
7.01K
$544K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.48K+ 8.03% |
$110K - $113K
|
20K
$1.55M
|