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 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
51K+ 28.68% |
$4.12M - $4.18M
|
229K
$17.7M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50.5K+ 32.55% |
$4.08M - $4.14M
|
206K
$15.9M
|
|
Jan 27, 2022
Q4 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
48.8K+ 17.32% |
$3.94M - $4M
|
330K
$25.5M
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
48.2KNew |
$3.9M - $3.95M
|
48.2K
$3.73M
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
47.2KNew |
$3.81M - $3.87M
|
47.2K
$3.65M
|
|
Mar 01, 2022
Q4 2021
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
45.6KNew |
$3.68M - $3.74M
|
45.6K
$3.53M
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
45.3K+ 288.02% |
$3.66M - $3.71M
|
61K
$4.72M
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
45K+ 326.64% |
$3.63M - $3.69M
|
58.8K
$4.54M
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
44.9KNew |
$3.62M - $3.68M
|
44.9K
$3.47M
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
44.3KNew |
$3.58M - $3.64M
|
44.3K
$3.43M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
43.1K+ 1743.73% |
$3.48M - $3.54M
|
45.6K
$3.53M
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
42.6KNew |
$3.44M - $3.49M
|
42.6K
$3.3M
|
|
Sep 28, 2022
Q4 2021
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
41.3KNew |
$3.34M - $3.39M
|
41.3K
$3.2M
|
|
Jan 19, 2022
Q4 2021
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
40.1K+ 19.75% |
$3.24M - $3.29M
|
243K
$18.8M
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
38.9K+ 12.87% |
$3.14M - $3.19M
|
341K
$26.4M
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
38.3K+ 2.19% |
$3.09M - $3.14M
|
1.79M
$138M
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
38KNew |
$3.07M - $3.11M
|
38K
$2.94M
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
38K+ 23.54% |
$3.07M - $3.11M
|
199K
$15.4M
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
37KNew |
$2.99M - $3.03M
|
37K
$2.86M
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
36.8KNew |
$2.97M - $3.01M
|
36.8K
$2.84M
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
35.8KNew |
$2.89M - $2.94M
|
35.8K
$2.77M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
34.8K+ 4.84% |
$2.81M - $2.86M
|
754K
$58.3M
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
34.8K+ 9.21% |
$2.81M - $2.85M
|
413K
$31.9M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.7K+ 10.11% |
$2.81M - $2.85M
|
378K
$29.2M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
33.1KNew |
$2.67M - $2.71M
|
33.1K
$2.56M
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
32.9K+ 6.27% |
$2.66M - $2.7M
|
558K
$43.2M
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
32KNew |
$2.58M - $2.62M
|
32K
$2.47M
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
30.8K+ 6.18% |
$2.49M - $2.53M
|
530K
$41M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30.6K+ 4.66% |
$2.47M - $2.51M
|
688K
$53.2M
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
30.2KNew |
$2.44M - $2.48M
|
30.2K
$2.34M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
29.4K+ 215.28% |
$2.37M - $2.41M
|
43K
$3.33M
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
29.3KNew |
$2.36M - $2.4M
|
29.3K
$2.26M
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
28.9KNew |
$2.34M - $2.37M
|
28.9K
$2.24M
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
28.9KNew |
$2.34M - $2.37M
|
28.9K
$2.24M
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
28.9K+ 26.33% |
$2.34M - $2.37M
|
139K
$10.7M
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
28.2K+ 951.23% |
$2.28M - $2.31M
|
31.1K
$2.41M
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
28K+ 17.84% |
$2.26M - $2.3M
|
185K
$14.3M
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
27.7K+ 19.24% |
$2.24M - $2.27M
|
172K
$13.3M
|
|
Feb 10, 2022
Q4 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
27.6KNew |
$2.23M - $2.26M
|
27.6K
$2.13M
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
26.2KNew |
$2.11M - $2.14M
|
26.2K
$2.02M
|
|
Feb 11, 2022
Q4 2021
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
25.7KNew |
$2.07M - $2.11M
|
25.7K
$1.99M
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
24.8K+ 28.42% |
$2M - $2.03M
|
112K
$8.67M
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.7K+ 118.92% |
$2M - $2.02M
|
45.5K
$3.52M
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.6K+ 48.48% |
$1.98M - $2.01M
|
75.2K
$5.82M
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
24.1K+ 4.78% |
$1.95M - $1.98M
|
529K
$40.9M
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
24KNew |
$1.94M - $1.97M
|
24K
$1.86M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
23.5K+ 8.62% |
$1.9M - $1.93M
|
296K
$22.9M
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
23.3K+ 7.0% |
$1.88M - $1.91M
|
357K
$27.6M
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
22.9KNew |
$1.85M - $1.88M
|
22.9K
$1.77M
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
22.7KNew |
$1.84M - $1.86M
|
22.7K
$1.76M
|