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 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.45K- 1.92% |
$187K - $189K
|
125K
$9.67M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.45K- 31.77% |
$187K - $189K
|
5.27K
$407K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.45K- 98.16% |
$187K - $190K
|
46
$3.56K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-2.47K- 42.55% |
$188K - $190K
|
3.33K
$258K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.48K- 4.38% |
$189K - $192K
|
54.2K
$4.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
SELL
|
- |
-2.51K- 5.44% |
$191K - $194K
|
43.6K
$3.37M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.51K- 3.13% |
$192K - $194K
|
77.8K
$6.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.55K- 8.69% |
$195K - $197K
|
26.8K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.57K- 7.94% |
$196K - $198K
|
29.8K
$2.3M
|
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-2.6K- 13.83% |
$199K - $201K
|
16.2K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-2.63K- 7.21% |
$201K - $203K
|
33.9K
$2.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.66K- 12.14% |
$203K - $205K
|
19.2K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.68K- 1.67% |
$204K - $207K
|
157K
$12.2M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.8K- 4.63% |
$214K - $216K
|
57.7K
$4.46M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.82K- 10.69% |
$215K - $218K
|
23.5K
$1.82M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.82K- 69.8% |
$215K - $218K
|
1.22K
$94.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.85K- 19.71% |
$217K - $220K
|
11.6K
$898K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.87K- 10.6% |
$219K - $222K
|
24.2K
$1.87M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.98K- 1.93% |
$227K - $230K
|
151K
$11.7M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.99K- 7.76% |
$228K - $231K
|
35.5K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-3K- 19.23% |
$229K - $231K
|
12.6K
$973K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3K- 46.51% |
$229K - $232K
|
3.45K
$267K
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
SELL
|
- |
-3K- 7.49% |
$229K - $232K
|
37.1K
$2.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-3.02K- 7.97% |
$230K - $233K
|
34.8K
$2.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.05K- 28.24% |
$233K - $236K
|
7.75K
$600K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.15K- 49.26% |
$240K - $243K
|
3.24K
$251K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.15K- 24.85% |
$240K - $243K
|
9.52K
$737K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-3.16K- 28.16% |
$241K - $244K
|
8.05K
$623K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.16K- 0.97% |
$242K - $244K
|
322K
$24.9M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.22K- 12.76% |
$245K - $248K
|
22K
$1.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.28K- 13.35% |
$250K - $253K
|
21.3K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.3K- 23.92% |
$252K - $255K
|
10.5K
$812K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.4K- 32.51% |
$259K - $262K
|
7.05K
$546K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.5K- 0.23% |
$267K - $270K
|
1.49M
$115M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.57K- 46.58% |
$272K - $275K
|
4.09K
$316K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.63K- 11.15% |
$277K - $280K
|
28.9K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.65K- 8.98% |
$278K - $282K
|
36.9K
$2.86M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.67K- 5.3% |
$280K - $284K
|
65.6K
$5.08M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-3.71K- 46.63% |
$283K - $287K
|
4.25K
$329K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.75K- 55.83% |
$286K - $290K
|
2.97K
$230K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3.75K- 7.34% |
$286K - $290K
|
47.4K
$3.67M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.81K- 0.26% |
$290K - $294K
|
1.47M
$114M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.83K- 6.98% |
$292K - $296K
|
51K
$3.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.83K- 14.98% |
$292K - $296K
|
21.7K
$1.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.84K- 5.62% |
$293K - $297K
|
64.5K
$4.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.85K- 27.04% |
$294K - $297K
|
10.4K
$803K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.91K- 3.18% |
$298K - $302K
|
119K
$9.21M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-4.03K- 29.7% |
$307K - $311K
|
9.53K
$737K
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-4.04K- 49.52% |
$308K - $312K
|
4.11K
$318K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.06K- 0.82% |
$310K - $313K
|
490K
$37.9M
|