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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-370- 3.71% |
$28.2K - $28.6K
|
9.6K
$742K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-375- 4.15% |
$28.6K - $29K
|
8.67K
$671K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-376- 3.75% |
$28.7K - $29K
|
9.65K
$746K
|
|
|
May 15, 2024
Q1 2024
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-379- 25.33% |
$28.9K - $29.3K
|
1.12K
$86.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-383- 5.56% |
$29.2K - $29.6K
|
6.51K
$503K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-389- 2.18% |
$29.7K - $30.1K
|
17.4K
$1.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-390- 1.89% |
$29.8K - $30.1K
|
20.2K
$1.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-395- 60.4% |
$30.2K - $30.5K
|
259
$20K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-398- 4.8% |
$30.4K - $30.7K
|
7.89K
$610K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-400- 10.58% |
$30.5K - $30.9K
|
3.38K
$262K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-404- 1.07% |
$30.8K - $31.2K
|
37.3K
$2.88M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-406- 2.91% |
$31K - $31.4K
|
13.5K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-408- 1.01% |
$31.1K - $31.5K
|
39.9K
$3.09M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-411- 11.39% |
$31.4K - $31.7K
|
3.2K
$247K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-415- 11.39% |
$31.7K - $32.1K
|
3.23K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-428- 0.22% |
$32.7K - $33.1K
|
198K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-435- 20.04% |
$33.2K - $33.6K
|
1.74K
$134K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-438- 9.37% |
$33.4K - $33.8K
|
4.24K
$328K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-442- 5.76% |
$33.7K - $34.1K
|
7.23K
$559K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-442- 7.32% |
$33.7K - $34.1K
|
5.6K
$433K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-470- 5.88% |
$35.9K - $36.3K
|
7.52K
$582K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-478- 5.93% |
$36.5K - $36.9K
|
7.58K
$587K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-481- 30.42% |
$36.7K - $37.2K
|
1.1K
$85.1K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-487- 6.95% |
$37.2K - $37.6K
|
6.52K
$505K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-495- 7.19% |
$37.8K - $38.2K
|
6.39K
$494K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-497- 5.84% |
$37.9K - $38.4K
|
8.02K
$620K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-500- 4.97% |
$38.2K - $38.6K
|
9.57K
$740K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-517- 3.04% |
$39.5K - $39.9K
|
16.5K
$1.28M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-524- 21.2% |
$40K - $40.5K
|
1.95K
$151K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-525- 1.15% |
$40.1K - $40.6K
|
45K
$3.48M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-535- 1.31% |
$40.8K - $41.3K
|
40.4K
$3.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-540- 74.59% |
$41.2K - $41.7K
|
184
$14.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-542- 19.45% |
$41.4K - $41.9K
|
2.25K
$174K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-543- 12.06% |
$41.5K - $41.9K
|
3.96K
$306K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-562- 14.65% |
$42.9K - $43.4K
|
3.27K
$253K
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-566- 17.1% |
$43.2K - $43.7K
|
2.74K
$212K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-576- 1.6% |
$44K - $44.5K
|
35.4K
$2.73M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-580- 9.2% |
$44.3K - $44.8K
|
5.72K
$443K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-582- 9.03% |
$44.4K - $45K
|
5.87K
$454K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-588- 69.92% |
$44.9K - $45.4K
|
253
$19.6K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-599- 3.79% |
$45.7K - $46.3K
|
15.2K
$1.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-600- 2.9% |
$45.8K - $46.4K
|
20.1K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-600- 8.66% |
$45.8K - $46.4K
|
6.33K
$489K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-604- 5.05% |
$46.1K - $46.7K
|
11.4K
$879K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-606- 3.8% |
$46.3K - $46.8K
|
15.3K
$1.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-608- 1.74% |
$46.4K - $47K
|
34.4K
$2.66M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-611- 0.88% |
$46.6K - $47.2K
|
69.1K
$5.34M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-630- 6.56% |
$48.1K - $48.7K
|
8.98K
$694K
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-631- 4.1% |
$48.2K - $48.7K
|
14.8K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-650- 2.3% |
$49.6K - $50.2K
|
27.6K
$2.14M
|