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 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.46K+ 1.05% |
$108K - $110K
|
140K
$10.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.4K+ 14.8% |
$103K - $106K
|
10.8K
$841K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.32K+ 19.21% |
$97.7K - $100K
|
8.19K
$635K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.28K+ 11.36% |
$94.8K - $97.1K
|
12.5K
$974K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.23K+ 61.15% |
$91.4K - $93.6K
|
3.25K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.23K+ 19.23% |
$91.2K - $93.4K
|
7.63K
$592K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.22K+ 7.13% |
$90.4K - $92.6K
|
18.3K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.21K+ 11.19% |
$89.3K - $91.4K
|
12K
$929K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 78.53% |
$88.9K - $91K
|
2.73K
$212K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.2K+ 56.15% |
$88.9K - $91K
|
3.34K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 19.25% |
$88.1K - $90.2K
|
7.37K
$572K
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.18K+ 28.0% |
$87.4K - $89.5K
|
5.4K
$419K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.18K+ 4.32% |
$87.2K - $89.3K
|
28.4K
$2.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.17K+ 16.49% |
$86.9K - $89K
|
8.29K
$643K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.17K+ 0.58% |
$86.6K - $88.7K
|
203K
$15.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.14K+ 16.61% |
$84.4K - $86.5K
|
8.01K
$621K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.12KNew |
$82.7K - $84.7K
|
1.12K
$86.6K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.09KNew |
$80.9K - $82.9K
|
1.09K
$84.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 14.33% |
$79.7K - $81.6K
|
8.58K
$666K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.06K+ 91.09% |
$78.7K - $80.6K
|
2.23K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.04K+ 21.82% |
$77.3K - $79.2K
|
5.83K
$452K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.04KNew |
$77K - $78.9K
|
1.04K
$80.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.03KNew |
$76.1K - $77.9K
|
1.03K
$79.7K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1KNew |
$74.1K - $75.9K
|
1K
$77.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
943+ 19.52% |
$69.8K - $71.5K
|
5.77K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
942+ 26.12% |
$69.8K - $71.5K
|
4.55K
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
939+ 26.17% |
$69.6K - $71.2K
|
4.53K
$351K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
917+ 2.65% |
$67.9K - $69.6K
|
35.5K
$2.76M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
875+ 83.33% |
$64.8K - $66.4K
|
1.93K
$149K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
875+ 12.28% |
$64.8K - $66.4K
|
8K
$621K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
814+ 1.87% |
$60.3K - $61.8K
|
44.3K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
812+ 2.88% |
$60.1K - $61.6K
|
29K
$2.25M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
790+ 11.41% |
$58.5K - $59.9K
|
7.72K
$599K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
748+ 4.33% |
$55.4K - $56.8K
|
18K
$1.4M
|
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
745+ 0.78% |
$55.2K - $56.5K
|
96K
$7.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
737+ 0.34% |
$54.6K - $55.9K
|
216K
$16.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
733+ 100.0% |
$54.3K - $55.6K
|
1.47K
$114K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
720New |
$53.3K - $54.6K
|
720
$55.9K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
712New |
$52.7K - $54K
|
712
$55.3K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
703+ 3.92% |
$52.1K - $53.3K
|
18.6K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
699+ 13.96% |
$51.8K - $53K
|
5.71K
$443K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
677+ 1.83% |
$50.1K - $51.4K
|
37.8K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
674+ 15.63% |
$49.9K - $51.1K
|
4.99K
$387K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
661+ 3.01% |
$49K - $50.2K
|
22.6K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
656+ 24.43% |
$48.6K - $49.8K
|
3.34K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
642New |
$47.6K - $48.7K
|
642
$49.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Fidato Wealth LLC
|
BUY
|
- |
632+ 0.71% |
$46.8K - $47.9K
|
89.3K
$6.93M
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
595+ 2.23% |
$44.1K - $45.1K
|
27.2K
$2.11M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
595New |
$44.1K - $45.1K
|
595
$46.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
573New |
$42.4K - $43.5K
|
573
$44.5K
|