Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
261+ 1.3% |
$21.1K - $21.4K
|
20.3K
$1.58M
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
250+ 1.84% |
$20.2K - $20.5K
|
13.9K
$1.08M
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
245+ 0.48% |
$19.8K - $20.1K
|
51.5K
$4M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
244+ 393.55% |
$19.7K - $20K
|
306
$23.7K
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
238+ 2.43% |
$19.2K - $19.5K
|
10K
$778K
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
221+ 4.53% |
$17.9K - $18.1K
|
5.1K
$396K
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
211+ 7.07% |
$17K - $17.3K
|
3.19K
$248K
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
204+ 2.26% |
$16.5K - $16.7K
|
9.22K
$715K
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
200+ 7.68% |
$16.2K - $16.4K
|
2.8K
$218K
|
|
Feb 03, 2022
Q4 2021
|
Mcmillion Capital Management Inc
|
BUY
|
- |
200+ 4.03% |
$16.2K - $16.4K
|
5.17K
$401K
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
200+ 204.08% |
$16.2K - $16.4K
|
298
$23.1K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
197+ 2.81% |
$15.9K - $16.2K
|
7.2K
$559K
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
195New |
$15.8K - $16K
|
195
$15.1K
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
191+ 24.49% |
$15.4K - $15.7K
|
971
$75.3K
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
190New |
$15.3K - $15.6K
|
190
$14.7K
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
172New |
$13.9K - $14.1K
|
172
$13.3K
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
171+ 1.5% |
$13.8K - $14K
|
11.6K
$900K
|
|
Feb 09, 2022
Q4 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
164New |
$13.2K - $13.4K
|
164
$12.7K
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
159+ 1.26% |
$12.8K - $13K
|
12.8K
$992K
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
159+ 3.77% |
$12.8K - $13K
|
4.38K
$340K
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
155+ 0.03% |
$12.5K - $12.7K
|
464K
$36M
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
155+ 0.2% |
$12.5K - $12.7K
|
76.3K
$5.92M
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
154New |
$12.4K - $12.6K
|
154
$12K
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
150+ 2.52% |
$12.1K - $12.3K
|
6.11K
$474K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
140+ 15.38% |
$11.3K - $11.5K
|
1.05K
$81.5K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
133+ 8.25% |
$10.7K - $10.9K
|
1.75K
$135K
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
133+ 3.7% |
$10.7K - $10.9K
|
3.73K
$289K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
127+ 4.78% |
$10.3K - $10.4K
|
2.78K
$216K
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
127+ 3.72% |
$10.3K - $10.4K
|
3.54K
$275K
|
|
Feb 02, 2022
Q4 2021
|
Refined Wealth Management
|
BUY
|
- |
123+ 0.08% |
$9.94K - $10.1K
|
148K
$11.5M
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
117+ 3.8% |
$9.45K - $9.59K
|
3.19K
$248K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
114+ 77.03% |
$9.21K - $9.35K
|
262
$20.3K
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
111+ 1.4% |
$8.97K - $9.1K
|
8.05K
$625K
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
101New |
$8.16K - $8.28K
|
101
$7.84K
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
89New |
$7.19K - $7.3K
|
89
$6.91K
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
86New |
$6.95K - $7.05K
|
86
$6.67K
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
81+ 1.91% |
$6.54K - $6.64K
|
4.31K
$335K
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
81+ 324.0% |
$6.54K - $6.64K
|
106
$8.23K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
80+ 9.83% |
$6.46K - $6.56K
|
894
$69.4K
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
78+ 0.37% |
$6.3K - $6.39K
|
21.4K
$1.66M
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
70+ 1.33% |
$5.65K - $5.74K
|
5.32K
$413K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
69New |
$5.57K - $5.66K
|
69
$5.35K
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
65+ 17.66% |
$5.25K - $5.33K
|
433
$33.6K
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
65New |
$5.25K - $5.33K
|
65
$5.04K
|
|
Feb 04, 2022
Q4 2021
|
Scott & Selber, Inc.
|
BUY
|
- |
64+ 1.89% |
$5.17K - $5.25K
|
3.45K
$268K
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
63+ 0.41% |
$5.09K - $5.16K
|
15.5K
$1.21M
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
56+ 1.26% |
$4.52K - $4.59K
|
4.5K
$350K
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
55+ 0.89% |
$4.44K - $4.51K
|
6.22K
$483K
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
52+ 0.98% |
$4.2K - $4.26K
|
5.38K
$417K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
52+ 52.0% |
$4.2K - $4.26K
|
152
$11.8K
|