Latest Institutional Transactions on Vanguard Bd Index Fd Inc Short (BSV)
This table provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Short (BSV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
BUY
|
- |
3.83KNew |
$285K - $297K
|
3.83K
$297K
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
507+ 11.93% |
$37.8K - $39.3K
|
4.76K
$369K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-58- 9.6% |
$4.32K - $4.49K
|
546
$42.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-325- 2.29% |
$24.2K - $25.2K
|
13.9K
$1.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 1.16% |
$74.5 - $77.5
|
87
$6.76K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-512- 0.85% |
$38.2K - $39.7K
|
59.9K
$4.65M
|
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-6.72K- 35.75% |
$501K - $521K
|
12.1K
$938K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
130New |
$9.69K - $10.1K
|
130
$10.1K
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.86K- 33.94% |
$138K - $144K
|
3.61K
$281K
|
|
|
Nov 08, 2022
Q3 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
9.54KNew |
$711K - $739K
|
9.54K
$741K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-11- 42.31% |
$820 - $852
|
15
$1.16K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-899- 12.04% |
$67K - $69.6K
|
6.57K
$510K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
412New |
$30.7K - $31.9K
|
412
$32K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.93K- 29.91% |
$143K - $149K
|
4.51K
$350K
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
248+ 2.09% |
$18.5K - $19.2K
|
12.1K
$941K
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
SELL
|
- |
-1.22K- 29.6% |
$90.5K - $94.1K
|
2.89K
$224K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.47K- 73.37% |
$557K - $579K
|
2.71K
$211K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.14% |
$74.5 - $77.5
|
89
$6.91K
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
753+ 0.5% |
$56.1K - $58.3K
|
150K
$11.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
317K+ 28.34% |
$23.6M - $24.6M
|
1.44M
$112M
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4.61K+ 61.96% |
$344K - $357K
|
12.1K
$937K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-338- 11.2% |
$25.2K - $26.2K
|
2.68K
$208K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
3.25KNew |
$242K - $252K
|
3.25K
$253K
|
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-131KClosed |
$9.8M - $10.2M
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-350- 0.72% |
$26.1K - $27.1K
|
48.3K
$3.75M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
45.5K+ 1244.56% |
$3.39M - $3.53M
|
49.2K
$3.82M
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-6.32K- 45.38% |
$471K - $490K
|
7.61K
$591K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
80New |
$5.96K - $6.2K
|
80
$6.21K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.01K- 19.14% |
$75.4K - $78.4K
|
4.28K
$332K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-22- 0.43% |
$1.64K - $1.7K
|
5.05K
$392K
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-316- 1.13% |
$23.5K - $24.5K
|
27.5K
$2.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-240- 6.62% |
$17.9K - $18.6K
|
3.39K
$263K
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-4.16K- 4.14% |
$310K - $323K
|
96.3K
$7.48M
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-245- 96.08% |
$18.3K - $19K
|
10
$777
|
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
476+ 4.36% |
$35.5K - $36.9K
|
11.4K
$885K
|
|
|
Oct 21, 2022
Q3 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.07% |
$149 - $155
|
2.77K
$215K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
8+ 0.2% |
$596 - $620
|
4.01K
$312K
|
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
4.2KNew |
$313K - $325K
|
4.2K
$326K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
115+ 0.18% |
$8.57K - $8.91K
|
63.9K
$4.96M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-120K- 19.57% |
$8.91M - $9.26M
|
492K
$38.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
258New |
$19.2K - $20K
|
258
$20K
|
|
|
Oct 12, 2022
Q3 2022
|
Swm Advisors
|
BUY
|
- |
2.46K+ 2.96% |
$183K - $191K
|
85.7K
$6.65M
|
|
|
Oct 12, 2022
Q3 2022
|
Addison Capital CO
|
SELL
|
- |
-32- 1.07% |
$2.38K - $2.48K
|
2.97K
$231K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
915+ 3.62% |
$68.2K - $70.9K
|
26.2K
$2.03M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-817- 16.99% |
$60.9K - $63.3K
|
3.99K
$310K
|
|
| Q2 2022 | |||||||
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
24+ 0.09% |
$1.82K - $1.87K
|
28.1K
$2.18M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-699- 12.38% |
$52.9K - $54.3K
|
4.95K
$384K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
464New |
$35.1K - $36.1K
|
464
$36K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-525Closed |
$39.7K - $40.8K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-753- 85.37% |
$57K - $58.5K
|
129
$10K
|
|