Institutional Ownership Vanguard Bd Index Fd Inc Short (BSV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Short (BSV). We have compiled data on the 1,237 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
185,245
shares
|
$14.3 Million
5.42% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 25, 2024 Q3 2024 |
183,821
shares
|
$14.2 Million
9.79% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
182,289
shares
|
$14.1 Million
4.13% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
181,666
shares
|
$14.1 Million
1.56% of portfolio
|
Q3 2024
Reduced 41.52%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
181,521
shares
|
$14 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.51%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
181,329
shares
|
$14 Million
7.77% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
180,264
shares
|
$13.9 Million
7.15% of portfolio
|
Q4 2022
New holding
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
178,236
shares
|
$13.8 Million
0.99% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
176,486
shares
|
$13.7 Million
0.4% of portfolio
|
Q3 2024
Added 105.59%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
174,130
shares
|
$13.5 Million
6.96% of portfolio
|
Q3 2024
Reduced 37.78%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
173,666
shares
|
$13.4 Million
7.1% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Safir Wealth Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
172,932
shares
|
$13.4 Million
10.53% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
172,742
shares
|
$13.4 Million
5.58% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
172,412
shares
|
$13.3 Million
3.22% of portfolio
|
Q3 2024
Reduced 71.28%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
171,015
shares
|
$13.2 Million
2.03% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
170,122
shares
|
$13.2 Million
5.19% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
169,083
shares
|
$13.1 Million
4.42% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
168,754
shares
|
$13.1 Million
0.25% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
163,788
shares
|
$12.7 Million
7.14% of portfolio
|
Q2 2022
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
162,692
shares
|
$12.6 Million
0.08% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
161,076
shares
|
$12.5 Million
4.54% of portfolio
|
Q3 2023
Added 2.55%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
159,895
shares
|
$12.4 Million
3.73% of portfolio
|
Q1 2023
Added 0.13%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
159,518
shares
|
$12.3 Million
1.79% of portfolio
|
Q3 2024
Added 17.45%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
159,486
shares
|
$12.3 Million
4.7% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
156,168
shares
|
$12.1 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.27%
|