Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
210+ 5.32% |
$16K - $16.2K
|
4.16K
$322K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
195+ 4.97% |
$14.9K - $15.1K
|
4.12K
$318K
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
188+ 5.96% |
$14.4K - $14.5K
|
3.34K
$258K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
186+ 2.23% |
$14.2K - $14.4K
|
8.53K
$659K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
175+ 2.85% |
$13.4K - $13.5K
|
6.31K
$488K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
171+ 5.14% |
$13.1K - $13.2K
|
3.5K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
169+ 0.4% |
$12.9K - $13.1K
|
42.7K
$3.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
167+ 79.52% |
$12.7K - $12.9K
|
377
$29.2K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
162New |
$12.4K - $12.5K
|
162
$12.5K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
161+ 0.33% |
$12.3K - $12.4K
|
49.4K
$3.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
160+ 3.38% |
$12.2K - $12.4K
|
4.89K
$378K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
154New |
$11.8K - $11.9K
|
154
$11.9K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
153+ 2.05% |
$11.7K - $11.8K
|
7.63K
$590K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
145+ 4.35% |
$11.1K - $11.2K
|
3.48K
$269K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
143+ 3.53% |
$10.9K - $11K
|
4.19K
$324K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
137+ 3.18% |
$10.5K - $10.6K
|
4.45K
$344K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
136+ 0.75% |
$10.4K - $10.5K
|
18.3K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
135+ 613.64% |
$10.3K - $10.4K
|
157
$12.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
131+ 2.06% |
$10K - $10.1K
|
6.5K
$503K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
125+ 2.91% |
$9.54K - $9.66K
|
4.42K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
123+ 0.3% |
$9.39K - $9.5K
|
41.7K
$3.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
122+ 0.19% |
$9.31K - $9.42K
|
64.3K
$4.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
119+ 2.95% |
$9.08K - $9.19K
|
4.15K
$321K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
113+ 3.96% |
$8.63K - $8.73K
|
2.97K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
107+ 0.69% |
$8.17K - $8.27K
|
15.7K
$1.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
102+ 1.1% |
$7.79K - $7.88K
|
9.37K
$725K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
101+ 1.17% |
$7.71K - $7.8K
|
8.77K
$678K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
101+ 0.19% |
$7.71K - $7.8K
|
54.1K
$4.19M
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
100+ 1.62% |
$7.63K - $7.73K
|
6.28K
$486K
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
98+ 0.06% |
$7.48K - $7.57K
|
161K
$12.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
88+ 4.69% |
$6.72K - $6.8K
|
1.96K
$152K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
88+ 0.37% |
$6.72K - $6.8K
|
24K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
79+ 0.23% |
$6.03K - $6.1K
|
33.8K
$2.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
68+ 1.73% |
$5.19K - $5.25K
|
3.99K
$309K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
66+ 3.03% |
$5.04K - $5.1K
|
2.24K
$173K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
64+ 2.54% |
$4.89K - $4.94K
|
2.58K
$200K
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
60+ 0.9% |
$4.58K - $4.64K
|
6.7K
$519K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
55+ 4.72% |
$4.2K - $4.25K
|
1.22K
$94.4K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
54+ 1.76% |
$4.12K - $4.17K
|
3.13K
$242K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
53+ 1.0% |
$4.05K - $4.09K
|
5.33K
$412K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
51+ 0.04% |
$3.89K - $3.94K
|
114K
$8.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
50+ 12.85% |
$3.82K - $3.86K
|
439
$34K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
49+ 0.91% |
$3.74K - $3.79K
|
5.43K
$420K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
48+ 0.31% |
$3.66K - $3.71K
|
15.8K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
44+ 0.07% |
$3.36K - $3.4K
|
66.4K
$5.14M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
39New |
$2.98K - $3.01K
|
39
$3.02K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
38+ 0.13% |
$2.9K - $2.94K
|
29.3K
$2.26M
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
BUY
|
- |
35+ 0.61% |
$2.67K - $2.7K
|
5.78K
$447K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
33+ 0.29% |
$2.52K - $2.55K
|
11.4K
$882K
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
33+ 0.49% |
$2.52K - $2.55K
|
6.77K
$524K
|