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
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-655- 12.12% |
$50K - $50.6K
|
4.75K
$367K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-660- 2.1% |
$50.4K - $51K
|
30.8K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-680- 14.37% |
$51.9K - $52.5K
|
4.05K
$313K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-681- 3.12% |
$52K - $52.6K
|
21.1K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-700- 5.04% |
$53.4K - $54.1K
|
13.2K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-709- 2.52% |
$54.1K - $54.8K
|
27.4K
$2.12M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-712- 3.15% |
$54.4K - $55K
|
21.9K
$1.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-713- 0.65% |
$54.4K - $55.1K
|
109K
$8.47M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-717- 10.35% |
$54.7K - $55.4K
|
6.21K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-748- 11.57% |
$57.1K - $57.8K
|
5.72K
$442K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-750- 11.99% |
$57.3K - $57.9K
|
5.51K
$426K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-760- 1.02% |
$58K - $58.7K
|
73.5K
$5.69M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-787- 21.7% |
$60.1K - $60.8K
|
2.84K
$220K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-808- 18.78% |
$61.7K - $62.4K
|
3.49K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-817- 20.24% |
$62.4K - $63.1K
|
3.22K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-829- 2.66% |
$63.3K - $64K
|
30.4K
$2.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-835- 2.66% |
$63.7K - $64.5K
|
30.5K
$2.36M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-865- 3.19% |
$66K - $66.8K
|
26.3K
$2.03M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-876- 1.54% |
$66.9K - $67.7K
|
55.9K
$4.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-900- 32.82% |
$68.7K - $69.5K
|
1.84K
$142K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-918- 97.45% |
$70.1K - $70.9K
|
24
$1.86K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-931- 0.63% |
$71.1K - $71.9K
|
148K
$11.4M
|
|
|
May 01, 2024
Q1 2024
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-935- 24.23% |
$71.4K - $72.2K
|
2.92K
$226K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-949- 7.39% |
$72.4K - $73.3K
|
11.9K
$920K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-969- 21.89% |
$74K - $74.9K
|
3.46K
$268K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-971- 11.85% |
$74.1K - $75K
|
7.22K
$559K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-991- 2.57% |
$75.7K - $76.6K
|
37.5K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 0.36% |
$80.4K - $81.3K
|
295K
$22.8M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.06K- 11.46% |
$80.9K - $81.9K
|
8.19K
$633K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.07K- 5.16% |
$81.7K - $82.7K
|
19.7K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.07K- 3.58% |
$82K - $83K
|
28.9K
$2.24M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.09K- 2.09% |
$83.2K - $84.2K
|
51.1K
$3.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.09K- 9.4% |
$83.4K - $84.4K
|
10.5K
$814K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.11K- 1.54% |
$85K - $86K
|
71.4K
$5.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.13K- 11.81% |
$86K - $87.1K
|
8.42K
$651K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.18K- 6.99% |
$89.7K - $90.8K
|
15.6K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.19K- 13.11% |
$90.5K - $91.6K
|
7.86K
$608K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.19K- 4.08% |
$91.1K - $92.2K
|
28.1K
$2.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.22K- 5.34% |
$93.3K - $94.4K
|
21.7K
$1.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Olio Financial Planning
|
SELL
|
- |
-1.23K- 0.76% |
$93.6K - $94.7K
|
159K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.24K- 4.57% |
$94.4K - $95.6K
|
25.8K
$2M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.25K- 6.94% |
$95.2K - $96.3K
|
16.7K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.25K- 7.37% |
$95.4K - $96.6K
|
15.7K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.26K- 13.71% |
$96.2K - $97.3K
|
7.93K
$613K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.26K- 20.81% |
$96.4K - $97.6K
|
4.81K
$372K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.3K- 60.23% |
$98.9K - $100K
|
855
$66.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.31K- 7.61% |
$100K - $101K
|
15.9K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.34K- 16.09% |
$102K - $104K
|
6.99K
$540K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-1.35K- 2.76% |
$103K - $104K
|
47.6K
$3.68M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.37K- 0.7% |
$105K - $106K
|
196K
$15.1M
|