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 1,224 institutions that hold shares in the stock, with a total of 353 Million shares, which have been reported (via 13F filing form) to have a value of $27 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brewster Financial Planning LLC
|
Apr 17, 2024 Q1 2024 |
172,273
shares
|
$13.2 Million
11.36% of portfolio
|
Q1 2024
Added 5.97%
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Apr 30, 2024 Q1 2024 |
172,112
shares
|
$13.2 Million
9.65% of portfolio
|
Q1 2024
Added 13.61%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
170,112
shares
|
$13 Million
0.12% of portfolio
|
Q1 2024
Reduced 10.76%
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Apr 18, 2024 Q1 2024 |
169,754
shares
|
$13 Million
12.99% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
168,932
shares
|
$12.9 Million
0.03% of portfolio
|
Q1 2024
Added 4.19%
|
|
Safir Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
168,202
shares
|
$12.9 Million
10.59% of portfolio
|
Q1 2024
Added 5.73%
|
|
Evolution Advisers, Inc.
|
May 03, 2024 Q1 2024 |
167,093
shares
|
$12.8 Million
7.56% of portfolio
|
Q1 2024
Added 4.35%
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
May 13, 2024 Q1 2024 |
167,079
shares
|
$12.8 Million
9.66% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
May 15, 2024 Q1 2024 |
164,845
shares
|
$12.6 Million
7.66% of portfolio
|
Q1 2023
Added 129.06%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
163,788
shares
|
$12.5 Million
7.14% of portfolio
|
Q2 2022
New holding
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
161,076
shares
|
$12.3 Million
4.54% of portfolio
|
Q3 2023
Added 2.55%
|
|
Level Financial Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
160,550
shares
|
$12.3 Million
5.85% of portfolio
|
Q1 2024
Added 0.06%
|
|
Monumental Financial Group Inc.
|
Apr 16, 2024 Q1 2024 |
160,413
shares
|
$12.3 Million
6.81% of portfolio
|
Q1 2024
Added 3.96%
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
159,895
shares
|
$12.2 Million
3.73% of portfolio
|
Q1 2023
Added 0.13%
|
|
Olio Financial Planning
|
Apr 15, 2024 Q1 2024 |
159,486
shares
|
$12.2 Million
4.9% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
159,022
shares
|
$12.2 Million
0.28% of portfolio
|
Q1 2024
Added 31.4%
|
|
Voya Investment Management LLC
Atlanta, GA |
May 15, 2024 Q1 2024 |
157,151
shares
|
$12 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.67%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
155,961
shares
|
$11.9 Million
1.77% of portfolio
|
Q2 2023
Added 228.66%
|
|
Macquarie Group LTD
Australia, C3 |
May 14, 2024 Q1 2024 |
154,870
shares
|
$11.8 Million
0.01% of portfolio
|
Q1 2024
Added 95.96%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
154,131
shares
|
$11.8 Million
0.26% of portfolio
|
Q1 2024
Added 62.41%
|
|
Your Advocates Ltd., LLP
Houston, TX |
Apr 30, 2024 Q1 2024 |
154,004
shares
|
$11.8 Million
6.5% of portfolio
|
Q1 2024
Reduced 5.97%
|
|
Pioneer Wealth Management Group
Austin, TX |
Apr 11, 2024 Q1 2024 |
153,767
shares
|
$11.8 Million
6.74% of portfolio
|
Q1 2024
Reduced 27.6%
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
151,706
shares
|
$11.6 Million
0.79% of portfolio
|
Q1 2024
New holding
|
|
Commerce Bank
Kansas City, MO |
May 03, 2024 Q1 2024 |
151,194
shares
|
$11.6 Million
0.08% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2024 Q1 2024 |
151,118
shares
|
$11.5 Million
1.03% of portfolio
|
Q4 2023
Added 12.7%
|