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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
548+ 17.45% |
$40.6K - $41.6K
|
3.69K
$285K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
541+ 15.33% |
$40.1K - $41K
|
4.07K
$315K
|
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
BUY
|
- |
533+ 0.32% |
$39.5K - $40.4K
|
168K
$13M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
528+ 10.24% |
$39.1K - $40.1K
|
5.69K
$440K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
507+ 3.72% |
$37.6K - $38.5K
|
14.2K
$1.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
477+ 3.31% |
$35.3K - $36.2K
|
14.9K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
462+ 1.03% |
$34.2K - $35.1K
|
45.4K
$3.51M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
459+ 0.55% |
$34K - $34.8K
|
83.2K
$6.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
449+ 0.97% |
$33.3K - $34.1K
|
47K
$3.63M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
448+ 2.49% |
$33.2K - $34K
|
18.4K
$1.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
442+ 1.2% |
$32.7K - $33.5K
|
37.4K
$2.89M
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
433+ 1.24% |
$32.1K - $32.9K
|
35.3K
$2.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
430+ 6.13% |
$31.9K - $32.6K
|
7.44K
$575K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
425New |
$31.5K - $32.2K
|
425
$32.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
399New |
$29.6K - $30.3K
|
399
$30.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
380+ 0.47% |
$28.1K - $28.8K
|
81.2K
$6.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
367+ 6.44% |
$27.2K - $27.8K
|
6.06K
$469K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
360+ 30.18% |
$26.7K - $27.3K
|
1.55K
$120K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
357+ 9.7% |
$26.4K - $27.1K
|
4.04K
$312K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
354New |
$26.2K - $26.9K
|
354
$27.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
339+ 4.94% |
$25.1K - $25.7K
|
7.2K
$556K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
313New |
$23.2K - $23.7K
|
313
$24.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
301+ 0.75% |
$22.3K - $22.8K
|
40.5K
$3.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
300+ 3.49% |
$22.2K - $22.8K
|
8.89K
$687K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
293New |
$21.7K - $22.2K
|
293
$22.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
274+ 1.58% |
$20.3K - $20.8K
|
17.6K
$1.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
272+ 2.31% |
$20.1K - $20.6K
|
12K
$931K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
264+ 10.21% |
$19.6K - $20K
|
2.85K
$220K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
260+ 5.49% |
$19.3K - $19.7K
|
5K
$387K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
258+ 7.73% |
$19.1K - $19.6K
|
3.6K
$278K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
256+ 0.32% |
$19K - $19.4K
|
80.3K
$6.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
254+ 0.27% |
$18.8K - $19.3K
|
94.6K
$7.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
227+ 5.05% |
$16.8K - $17.2K
|
4.72K
$365K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
224New |
$16.6K - $17K
|
224
$17.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
223New |
$16.5K - $16.9K
|
223
$17.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
222+ 0.59% |
$16.4K - $16.8K
|
38.1K
$2.95M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
212New |
$15.7K - $16.1K
|
212
$16.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Chico Wealth Ria
|
BUY
|
- |
212+ 1.48% |
$15.7K - $16.1K
|
14.5K
$1.12M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
212+ 0.9% |
$15.7K - $16.1K
|
23.8K
$1.84M
|
|
|
Feb 02, 2023
Q4 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
209+ 6.41% |
$15.5K - $15.9K
|
3.47K
$268K
|
|
|
Jan 24, 2023
Q4 2022
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
200+ 0.09% |
$14.8K - $15.2K
|
231K
$17.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
200+ 16.47% |
$14.8K - $15.2K
|
1.41K
$109K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
186+ 6200.0% |
$13.8K - $14.1K
|
189
$14.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
182New |
$13.5K - $13.8K
|
182
$14.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
180+ 3.95% |
$13.3K - $13.7K
|
4.73K
$366K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
180New |
$13.3K - $13.7K
|
180
$13.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
177New |
$13.1K - $13.4K
|
177
$13.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
174+ 7.85% |
$12.9K - $13.2K
|
2.39K
$185K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
149New |
$11K - $11.3K
|
149
$11.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
142+ 1.6% |
$10.5K - $10.8K
|
9K
$696K
|