Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 12, 2021
Q2 2021
|
Cumberland Advisors Inc
|
BUY
|
- |
380+ 12.9% |
$31.2K - $31.3K
|
3.33K
$260K
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
373+ 5.02% |
$30.6K - $30.7K
|
7.81K
$610K
|
|
Aug 10, 2021
Q2 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
371+ 226.22% |
$30.5K - $30.6K
|
535
$41.8K
|
|
Aug 10, 2021
Q2 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
365+ 13.84% |
$30K - $30.1K
|
3K
$235K
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
359+ 1.33% |
$29.5K - $29.6K
|
27.4K
$2.14M
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
358+ 91.79% |
$29.4K - $29.5K
|
748
$58.4K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
328+ 1.86% |
$26.9K - $27K
|
17.9K
$1.4M
|
|
Jul 08, 2021
Q2 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
327+ 8.03% |
$26.8K - $27K
|
4.4K
$344K
|
|
Jul 15, 2021
Q2 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
319+ 2.75% |
$26.2K - $26.3K
|
11.9K
$930K
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
315+ 1.59% |
$25.9K - $26K
|
20.1K
$1.57M
|
|
Jul 19, 2021
Q2 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
310+ 1.66% |
$25.4K - $25.6K
|
18.9K
$1.48M
|
|
Jul 22, 2021
Q2 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
310+ 3.27% |
$25.4K - $25.6K
|
9.79K
$765K
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
307+ 1.1% |
$25.2K - $25.3K
|
28.2K
$2.2M
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
303+ 3.14% |
$24.9K - $25K
|
9.94K
$777K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
299+ 97.71% |
$24.5K - $24.6K
|
605
$47.3K
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
297+ 1.39% |
$24.4K - $24.5K
|
21.6K
$1.69M
|
|
Aug 02, 2021
Q2 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
272+ 1.35% |
$22.3K - $22.4K
|
20.5K
$1.6M
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
270New |
$22.2K - $22.3K
|
270
$21.1K
|
|
Aug 04, 2021
Q2 2021
|
Capital Square, LLC
|
BUY
|
- |
263+ 0.78% |
$21.6K - $21.7K
|
33.8K
$2.64M
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
256+ 0.85% |
$21K - $21.1K
|
30.3K
$2.37M
|
|
Aug 06, 2021
Q2 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
255+ 0.39% |
$20.9K - $21K
|
64.9K
$5.07M
|
|
Jul 26, 2021
Q2 2021
|
Zhang Financial LLC
|
BUY
|
- |
251+ 2.22% |
$20.6K - $20.7K
|
11.5K
$901K
|
|
Jul 29, 2021
Q2 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
240+ 24.22% |
$19.7K - $19.8K
|
1.23K
$96.2K
|
|
Aug 13, 2021
Q2 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
228+ 5.19% |
$18.7K - $18.8K
|
4.62K
$361K
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
222+ 7.07% |
$18.2K - $18.3K
|
3.36K
$262K
|
|
Jul 16, 2021
Q2 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
212+ 5.77% |
$17.4K - $17.5K
|
3.89K
$304K
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
BUY
|
- |
211+ 0.51% |
$17.3K - $17.4K
|
41.5K
$3.24M
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
202+ 0.37% |
$16.6K - $16.7K
|
54.1K
$4.23M
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
200+ 18.69% |
$16.4K - $16.5K
|
1.27K
$99.2K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
200New |
$16.4K - $16.5K
|
200
$15.6K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
193+ 0.05% |
$15.8K - $15.9K
|
374K
$29.2M
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
192+ 5.73% |
$15.8K - $15.8K
|
3.55K
$277K
|
|
Jul 23, 2021
Q2 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
190+ 4.81% |
$15.6K - $15.7K
|
4.14K
$323K
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
BUY
|
- |
182+ 5.82% |
$14.9K - $15K
|
3.31K
$259K
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
178+ 0.84% |
$14.6K - $14.7K
|
21.3K
$1.67M
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
175+ 10.0% |
$14.4K - $14.4K
|
1.93K
$150K
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
169+ 0.61% |
$13.9K - $13.9K
|
27.9K
$2.18M
|
|
Aug 02, 2021
Q2 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
166+ 11.66% |
$13.6K - $13.7K
|
1.59K
$124K
|
|
Jul 13, 2021
Q2 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
165+ 5.44% |
$13.5K - $13.6K
|
3.2K
$250K
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
164New |
$13.5K - $13.5K
|
164
$12.8K
|
|
Feb 22, 2022
Q2 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
157+ 0.31% |
$12.9K - $12.9K
|
50.6K
$3.96M
|
|
Jul 30, 2021
Q2 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
149+ 5.34% |
$12.2K - $12.3K
|
2.94K
$230K
|
|
Jul 14, 2021
Q2 2021
|
Aries Wealth Management
|
BUY
|
- |
141+ 0.56% |
$11.6K - $11.6K
|
25.1K
$1.96M
|
|
Jul 27, 2021
Q2 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
125+ 3.43% |
$10.3K - $10.3K
|
3.77K
$295K
|
|
Aug 12, 2021
Q2 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
125+ 0.94% |
$10.3K - $10.3K
|
13.4K
$1.04M
|
|
Jul 19, 2021
Q2 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
119+ 0.17% |
$9.77K - $9.81K
|
69.7K
$5.44M
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
109New |
$8.95K - $8.98K
|
109
$8.51K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
107+ 0.58% |
$8.78K - $8.82K
|
18.5K
$1.44M
|
|
Aug 12, 2021
Q2 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
105+ 4.21% |
$8.62K - $8.66K
|
2.6K
$203K
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
100New |
$8.21K - $8.24K
|
100
$7.81K
|