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
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.6K+ 12.64% |
$888K - $898K
|
104K
$8.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.6K+ 31.58% |
$883K - $893K
|
48.2K
$3.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
11.5K+ 1.96% |
$879K - $890K
|
600K
$46.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
11.4K+ 13.74% |
$870K - $880K
|
94.3K
$7.3M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
11.3K+ 1.52% |
$865K - $875K
|
757K
$58.6M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
11.3KNew |
$863K - $874K
|
11.3K
$875K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
11.2K+ 24.69% |
$858K - $868K
|
56.8K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10.3K+ 9.91% |
$783K - $792K
|
114K
$8.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.1K+ 76.84% |
$767K - $776K
|
23.1K
$1.79M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
9.94KNew |
$759K - $768K
|
9.94K
$769K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.94KNew |
$759K - $768K
|
9.94K
$769K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
9.84K+ 139.82% |
$751K - $760K
|
16.9K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.71K+ 331.51% |
$741K - $750K
|
12.6K
$978K
|
|
|
Apr 17, 2024
Q1 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
9.71K+ 5.97% |
$741K - $750K
|
172K
$13.3M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9.62K+ 3.54% |
$734K - $743K
|
281K
$21.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
9.57K+ 18.79% |
$731K - $739K
|
60.5K
$4.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
9.33K+ 9.87% |
$713K - $721K
|
104K
$8.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
9.33K+ 10.77% |
$712K - $721K
|
95.9K
$7.42M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.29K+ 3.44% |
$709K - $718K
|
279K
$21.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
9.12K+ 5.73% |
$696K - $705K
|
168K
$13M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
8.52K+ 3.27% |
$650K - $658K
|
269K
$20.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
8.52K+ 6.71% |
$650K - $658K
|
135K
$10.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
8.37K+ 6.33% |
$639K - $646K
|
140K
$10.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
8.02K+ 9.22% |
$612K - $620K
|
95.1K
$7.35M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
7.93KNew |
$605K - $613K
|
7.93K
$613K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7.46KNew |
$569K - $576K
|
7.46K
$577K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
7.46K+ 12.94% |
$569K - $576K
|
65.1K
$5.04M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
7.39K+ 202.08% |
$564K - $571K
|
11.1K
$855K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.33K+ 7.35% |
$559K - $566K
|
107K
$8.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
7.17KNew |
$547K - $554K
|
7.17K
$555K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.02K+ 18.76% |
$536K - $542K
|
44.4K
$3.44M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
7.01K+ 21.03% |
$535K - $542K
|
40.3K
$3.12M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
6.99K+ 2.27% |
$533K - $540K
|
315K
$24.4M
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
6.97K+ 4.35% |
$532K - $538K
|
167K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
6.94K+ 1.73% |
$530K - $536K
|
408K
$31.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.79K+ 4.19% |
$518K - $525K
|
169K
$13.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
6.78K+ 4.01% |
$518K - $524K
|
176K
$13.6M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.65K+ 47.32% |
$508K - $514K
|
20.7K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.57KNew |
$501K - $507K
|
6.57K
$508K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
6.54KNew |
$499K - $505K
|
6.54K
$506K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.45K+ 35.69% |
$492K - $498K
|
24.5K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.32K+ 1904.52% |
$483K - $488K
|
6.66K
$515K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
6.31K+ 56.7% |
$482K - $488K
|
17.4K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6.17K+ 67.96% |
$471K - $476K
|
15.2K
$1.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.16K+ 3.6% |
$470K - $476K
|
178K
$13.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.13K+ 56.83% |
$468K - $474K
|
16.9K
$1.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
6.1K+ 3.96% |
$466K - $472K
|
160K
$12.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
6.03K+ 134.36% |
$461K - $466K
|
10.5K
$814K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.02K+ 5.21% |
$460K - $465K
|
122K
$9.41M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.95K+ 9.93% |
$454K - $459K
|
65.8K
$5.09M
|