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 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-8.72K- 8.53% |
$665K - $673K
|
93.5K
$7.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-9.35K- 36.45% |
$713K - $722K
|
16.3K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.74K- 1.36% |
$744K - $753K
|
709K
$54.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-9.78K- 5.97% |
$747K - $756K
|
154K
$11.9M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-9.87K- 99.58% |
$753K - $762K
|
42
$3.25K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-9.97K- 19.62% |
$761K - $770K
|
40.8K
$3.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.98K- 15.67% |
$762K - $771K
|
53.7K
$4.15M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-10K- 4.41% |
$764K - $773K
|
217K
$16.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-10.3K- 21.04% |
$785K - $795K
|
38.6K
$2.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.7K- 55.26% |
$817K - $827K
|
8.67K
$671K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11K- 31.79% |
$839K - $849K
|
23.6K
$1.82M
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-11.3K- 58.88% |
$863K - $873K
|
7.9K
$611K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-11.3K- 53.53% |
$864K - $875K
|
9.83K
$760K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-11.6K- 26.71% |
$887K - $897K
|
31.9K
$2.47M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-11.9K- 90.14% |
$910K - $920K
|
1.3K
$101K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-12K- 17.19% |
$917K - $928K
|
57.9K
$4.48M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-12.1K- 74.51% |
$924K - $935K
|
4.14K
$320K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.3K- 54.08% |
$941K - $952K
|
10.5K
$809K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12.5K- 4.78% |
$955K - $966K
|
249K
$19.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-13K- 96.53% |
$994K - $1.01M
|
468
$36.2K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-14K- 27.84% |
$1.07M - $1.08M
|
36.2K
$2.8M
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-14K- 67.38% |
$1.07M - $1.08M
|
6.78K
$524K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-14K- 25.64% |
$1.07M - $1.08M
|
40.7K
$3.15M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-15K- 6.66% |
$1.14M - $1.16M
|
210K
$16.2M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15K- 5.45% |
$1.15M - $1.16M
|
261K
$20.2M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-15.1K- 54.36% |
$1.15M - $1.16M
|
12.7K
$979K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-15.2K- 25.07% |
$1.16M - $1.18M
|
45.5K
$3.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-15.4K- 30.86% |
$1.17M - $1.19M
|
34.4K
$2.66M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15.5K- 4.73% |
$1.18M - $1.2M
|
313K
$24.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16K- 1.3% |
$1.22M - $1.24M
|
1.22M
$94.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-16.8K- 73.15% |
$1.28M - $1.3M
|
6.18K
$478K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-18.1K- 5.29% |
$1.38M - $1.4M
|
324K
$25.1M
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-18.2K- 16.36% |
$1.39M - $1.4M
|
92.9K
$7.18M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.3K- 3.01% |
$1.4M - $1.41M
|
591K
$45.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-18.9K- 78.08% |
$1.45M - $1.46M
|
5.32K
$411K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.5K- 10.76% |
$1.57M - $1.58M
|
170K
$13.2M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-20.5K- 13.14% |
$1.57M - $1.59M
|
136K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-21K- 24.25% |
$1.61M - $1.63M
|
65.7K
$5.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-24.3K- 17.45% |
$1.85M - $1.87M
|
115K
$8.87M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-24.7K- 89.68% |
$1.89M - $1.91M
|
2.85K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-24.7K- 6.24% |
$1.89M - $1.91M
|
372K
$28.8M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-25K- 39.38% |
$1.91M - $1.93M
|
38.5K
$2.98M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-25.4K- 17.12% |
$1.94M - $1.97M
|
123K
$9.53M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-26.3K- 28.17% |
$2.01M - $2.03M
|
67.1K
$5.19M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-27.7K- 3.18% |
$2.12M - $2.14M
|
843K
$65.2M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-28.1K- 2.62% |
$2.14M - $2.17M
|
1.04M
$80.7M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-28.7K- 36.09% |
$2.19M - $2.22M
|
50.9K
$3.93M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-29.2K- 71.55% |
$2.23M - $2.26M
|
11.6K
$899K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-29.4K- 81.05% |
$2.25M - $2.27M
|
6.88K
$532K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-29.6K- 28.87% |
$2.26M - $2.29M
|
72.9K
$5.64M
|