Latest Institutional Purchases of Vanguard Bd Index Fd Inc Short (BSV)
This list provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Short (BSV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
13New |
$984 - $1.01K
|
13
$1K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$75.7 - $77.7
|
1
$77
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1+ 0.57% |
$75.7 - $77.7
|
176
$13.6K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
171KNew |
$13.3M - $13.8M
|
171K
$13.2M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.81KNew |
$218K - $226K
|
2.81K
$216K
|
|
|
Apr 19, 2022
Q1 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.25K+ 9.12% |
$97.1K - $101K
|
15K
$1.15M
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
700New |
$54.4K - $56.5K
|
700
$53.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
464New |
$36K - $37.5K
|
464
$35.7K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
96.9KNew |
$7.83M - $7.95M
|
96.9K
$7.47M
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
4.4KNew |
$355K - $360K
|
4.4K
$339K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.61KNew |
$291K - $296K
|
3.61K
$278K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.08KNew |
$86.8K - $88.1K
|
1.08K
$82.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
164New |
$13.2K - $13.4K
|
164
$12.6K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
10New |
$808 - $820
|
10
$770
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
8New |
$646 - $656
|
8
$616
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
300+ 9.4% |
$24.6K - $24.7K
|
3.49K
$269K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
887KNew |
$72.8M - $73.1M
|
887K
$68.3M
|
|
|
Jul 15, 2021
Q2 2021
|
Baskin Financial Services Inc.
|
BUY
|
- |
2.95KNew |
$242K - $243K
|
2.95K
$227K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
299+ 97.71% |
$24.5K - $24.6K
|
605
$46.6K
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
280+ 80.69% |
$23K - $23.2K
|
627
$48.3K
|
|
|
Apr 16, 2021
Q1 2021
|
Adirondack Trust CO
|
BUY
|
- |
126+ 155.56% |
$10.3K - $10.4K
|
207
$15.9K
|
|
|
Apr 06, 2021
Q1 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
63New |
$5.17K - $5.22K
|
63
$4.85K
|
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
47New |
$3.86K - $3.9K
|
47
$3.62K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
6.24KNew |
$516K - $517K
|
6.24K
$480K
|
|
|
Mar 31, 2023
Q4 2020
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.78KNew |
$478K - $480K
|
5.78K
$445K
|
|
|
Feb 12, 2021
Q4 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
5.4K+ 140.63% |
$446K - $448K
|
9.24K
$712K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.56KNew |
$294K - $295K
|
3.56K
$274K
|
|
|
Jan 13, 2023
Q4 2020
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.71KNew |
$224K - $225K
|
2.71K
$209K
|
|
| Q3 2020 | |||||||
|
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
21.5K+ 6.08% |
$1.79M - $1.79M
|
376K
$28.9M
|
|
|
Oct 22, 2020
Q3 2020
|
Garland Capital Management Inc
|
BUY
|
- |
3.5KNew |
$290K - $291K
|
3.5K
$269K
|
|
| Q2 2020 | |||||||
|
Oct 18, 2024
Q2 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.33K+ 56.39% |
$518K - $526K
|
17.6K
$1.35M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.89K+ 9.41% |
$237K - $240K
|
33.6K
$2.59M
|
|
|
Aug 12, 2020
Q2 2020
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 3.85% |
$81.8 - $83.1
|
27
$2.08K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
305KNew |
$24M - $25.2M
|
305K
$23.5M
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
201New |
$15.8K - $16.6K
|
201
$15.5K
|
|
| Q4 2019 | |||||||
|
Apr 03, 2024
Q4 2019
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
40.6KNew |
$3.26M - $3.29M
|
40.6K
$3.13M
|
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.6% |
$563 - $568
|
1.17K
$89.9K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.5KNew |
N/A
|
2.5K
$193K
|
|
|
Jul 26, 2019
Q2 2019
|
First Bank & Trust
|
BUY
|
- |
480New |
N/A
|
480
$37K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
657New |
N/A
|
657
$50.6K
|
|
|
Feb 13, 2019
Q4 2018
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
150New |
N/A
|
150
$11.6K
|
|
|
Jan 25, 2019
Q4 2018
|
Legacy Bridge, LLC
|
BUY
|
- |
50New |
N/A
|
50
$3.85K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
413KNew |
N/A
|
413K
$31.8M
|
|
|
Oct 04, 2024
Q3 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
17.6KNew |
N/A
|
17.6K
$1.36M
|
|
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
155+ 22.05% |
N/A
|
858
$66.1K
|
|
| Q3 2017 | |||||||
|
Nov 09, 2017
Q3 2017
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
115New |
N/A
|
115
$8.86K
|
|
| Q4 2016 | |||||||
|
Dec 23, 2020
Q4 2016
|
Lvz, Inc.
|
BUY
|
- |
1.86K+ 74.71% |
N/A
|
4.35K
$335K
|
|