Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 14, 2022
Q3 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
14.2K+ 89.58% |
$1.05M - $1.1M
|
30K
$2.31M
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
13.5K+ 3.57% |
$1.01M - $1.05M
|
393K
$30.3M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
13K+ 156.48% |
$969K - $1.01M
|
21.3K
$1.64M
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
12.8K+ 39.07% |
$952K - $990K
|
45.5K
$3.5M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
12.7K+ 143.32% |
$946K - $983K
|
21.5K
$1.66M
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
12.7K+ 61.09% |
$946K - $983K
|
33.5K
$2.58M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
12.1K+ 29.03% |
$901K - $936K
|
53.7K
$4.14M
|
|
Oct 12, 2022
Q3 2022
|
Signify Wealth
|
BUY
|
- |
12K+ 10.1% |
$891K - $927K
|
130K
$10M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.9K+ 2.29% |
$889K - $924K
|
532K
$41M
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
11.9K+ 7.66% |
$886K - $921K
|
167K
$12.9M
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
11.8K+ 39.21% |
$879K - $914K
|
41.9K
$3.23M
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
11.8K+ 7.94% |
$879K - $914K
|
160K
$12.3M
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
11.8K+ 4.27% |
$876K - $911K
|
287K
$22.1M
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
11.7KNew |
$875K - $910K
|
11.7K
$905K
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
11.7K+ 14.05% |
$875K - $910K
|
95.3K
$7.34M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
11.6K+ 10.39% |
$868K - $902K
|
124K
$9.53M
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
11.2K+ 17.49% |
$838K - $871K
|
75.6K
$5.82M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
11.2K+ 2.93% |
$835K - $868K
|
394K
$30.3M
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.8K+ 4.99% |
$804K - $836K
|
227K
$17.5M
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
10.8KNew |
$802K - $834K
|
10.8K
$829K
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
10.8KNew |
$802K - $834K
|
10.8K
$829K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.5K+ 2.19% |
$779K - $810K
|
488K
$37.6M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.4K+ 7.6% |
$774K - $804K
|
147K
$11.3M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.3K+ 19.79% |
$764K - $794K
|
62K
$4.78M
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
10.2K+ 6.65% |
$760K - $790K
|
164K
$12.6M
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
BUY
|
- |
10.1KNew |
$752K - $782K
|
10.1K
$778K
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
10.1KNew |
$751K - $781K
|
10.1K
$776K
|
|
Nov 08, 2022
Q3 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
9.54KNew |
$711K - $739K
|
9.54K
$735K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.25KNew |
$689K - $717K
|
9.25K
$712K
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
BUY
|
- |
9.02K+ 57.71% |
$672K - $698K
|
24.6K
$1.9M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.82K+ 53.49% |
$658K - $684K
|
25.3K
$1.95M
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8.78K+ 145.83% |
$654K - $680K
|
14.8K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
BUY
|
- |
8.66K+ 14.28% |
$645K - $671K
|
69.3K
$5.34M
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
8.55K+ 55.15% |
$637K - $662K
|
24K
$1.85M
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
8.52K+ 6.58% |
$635K - $660K
|
138K
$10.6M
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
BUY
|
- |
8.49K+ 8.11% |
$633K - $658K
|
113K
$8.72M
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8.49K+ 25.82% |
$633K - $658K
|
41.4K
$3.19M
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
8.47KNew |
$631K - $656K
|
8.47K
$652K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8.26K+ 8.01% |
$615K - $640K
|
111K
$8.58M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.13K+ 5.15% |
$606K - $630K
|
166K
$12.8M
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
8.12K+ 125.19% |
$605K - $629K
|
14.6K
$1.12M
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
7.87KNew |
$586K - $609K
|
7.87K
$606K
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.84KNew |
$584K - $607K
|
7.84K
$604K
|
|
Oct 11, 2022
Q3 2022
|
New Capital Management LP
|
BUY
|
- |
7.6K+ 10.07% |
$566K - $589K
|
83K
$6.4M
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
7.29K+ 10.02% |
$543K - $565K
|
80.1K
$6.17M
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
7.28K+ 15.83% |
$542K - $564K
|
53.3K
$4.1M
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
7.14K+ 45.29% |
$532K - $553K
|
22.9K
$1.76M
|
|
Oct 13, 2022
Q3 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
7.08K+ 6.77% |
$527K - $548K
|
112K
$8.59M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.99KNew |
$521K - $542K
|
6.99K
$539K
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6.93K+ 6.78% |
$517K - $537K
|
109K
$8.41M
|