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 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.4K+ 87.84% |
$1.79M - $1.81M
|
50.1K
$3.88M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
23.3K+ 12.87% |
$1.78M - $1.8M
|
204K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
23.1K+ 35.98% |
$1.76M - $1.79M
|
87.3K
$6.76M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
22.5K+ 10.51% |
$1.72M - $1.74M
|
237K
$18.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
22.5K+ 10.49% |
$1.72M - $1.74M
|
237K
$18.3M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
22.1KNew |
$1.69M - $1.71M
|
22.1K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
22K+ 4.6% |
$1.68M - $1.7M
|
501K
$38.8M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22KNew |
$1.68M - $1.7M
|
22K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
21.4K+ 4.53% |
$1.63M - $1.65M
|
494K
$38.2M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21K+ 45.1% |
$1.61M - $1.62M
|
67.7K
$5.24M
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
BUY
|
- |
20.9K+ 19.38% |
$1.6M - $1.62M
|
129K
$9.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
20.6K+ 13.61% |
$1.57M - $1.59M
|
172K
$13.3M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
20KNew |
$1.53M - $1.55M
|
20K
$1.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
19.4K+ 6.28% |
$1.48M - $1.5M
|
329K
$25.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.6K+ 8.56% |
$1.42M - $1.44M
|
236K
$18.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
18.5K+ 6.27% |
$1.41M - $1.43M
|
314K
$24.3M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
18.5KNew |
$1.41M - $1.43M
|
18.5K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
18.1K+ 64.15% |
$1.38M - $1.4M
|
46.4K
$3.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
18K+ 99.76% |
$1.37M - $1.39M
|
36K
$2.79M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
17.9K+ 8.62% |
$1.37M - $1.38M
|
226K
$17.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
17.7K+ 45.84% |
$1.35M - $1.37M
|
56.3K
$4.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
17.5K+ 19.89% |
$1.33M - $1.35M
|
105K
$8.16M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
17.5K+ 173.68% |
$1.33M - $1.35M
|
27.5K
$2.13M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17K+ 68.77% |
$1.3M - $1.31M
|
41.6K
$3.22M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
16.9K+ 9.0% |
$1.29M - $1.31M
|
205K
$15.8M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
16.3K+ 5.84% |
$1.24M - $1.26M
|
295K
$22.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
15.8K+ 6.23% |
$1.2M - $1.22M
|
269K
$20.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
15.2K+ 3.21% |
$1.16M - $1.18M
|
489K
$37.9M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.8KNew |
$1.13M - $1.14M
|
14.8K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
14.7KNew |
$1.12M - $1.13M
|
14.7K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.5K+ 1.74% |
$1.1M - $1.12M
|
845K
$65.4M
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
13.9K+ 10.47% |
$1.06M - $1.07M
|
147K
$11.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
13.8K+ 38.75% |
$1.06M - $1.07M
|
49.5K
$3.83M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
13.8K+ 10.3% |
$1.06M - $1.07M
|
148K
$11.5M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
13.8K+ 21.18% |
$1.05M - $1.06M
|
78.7K
$6.09M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
13.4K+ 21.62% |
$1.02M - $1.04M
|
75.5K
$5.84M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
13.3K+ 88.5% |
$1.01M - $1.03M
|
28.3K
$2.19M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
13.2K+ 6.89% |
$1.01M - $1.02M
|
206K
$15.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
13.2K+ 4.2% |
$1.01M - $1.02M
|
328K
$25.4M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.1K+ 24.27% |
$997K - $1.01M
|
66.9K
$5.18M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
13K+ 12.61% |
$993K - $1.01M
|
116K
$9M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
13K+ 70.64% |
$993K - $1M
|
31.4K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.8K+ 25.56% |
$975K - $987K
|
62.7K
$4.86M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12.7K+ 11.1% |
$969K - $981K
|
127K
$9.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.6K+ 139.42% |
$965K - $977K
|
21.7K
$1.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
12.4K+ 61.38% |
$945K - $956K
|
32.5K
$2.52M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
12.3K+ 24.56% |
$936K - $947K
|
62.2K
$4.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
11.7K+ 21.09% |
$893K - $904K
|
67.2K
$5.2M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
11.7KNew |
$893K - $904K
|
11.7K
$906K
|
|
|
Apr 19, 2024
Q1 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
11.7K+ 4.2% |
$892K - $902K
|
290K
$22.4M
|