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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
5.9K+ 16.59% |
$450K - $456K
|
41.4K
$3.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.86K+ 12.94% |
$448K - $453K
|
51.2K
$3.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.85K+ 12.82% |
$447K - $452K
|
51.5K
$3.98M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.85K+ 7.93% |
$446K - $452K
|
79.6K
$6.16M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.73K+ 21.5% |
$438K - $443K
|
32.4K
$2.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
5.67K+ 14.59% |
$432K - $438K
|
44.5K
$3.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
5.57KNew |
$426K - $431K
|
5.57K
$431K
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
5.33K+ 2.68% |
$407K - $412K
|
204K
$15.8M
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
5.32K+ 234.14% |
$406K - $411K
|
7.59K
$587K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.31K+ 21.17% |
$405K - $410K
|
30.4K
$2.35M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.26KNew |
$401K - $406K
|
5.26K
$407K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
5.13K+ 6.41% |
$391K - $396K
|
85.1K
$6.58M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.05K+ 2.73% |
$385K - $390K
|
190K
$14.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.99KNew |
$381K - $385K
|
4.99K
$386K
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
4.97K+ 1.61% |
$379K - $384K
|
313K
$24.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
4.86K+ 2.89% |
$371K - $376K
|
173K
$13.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.62KNew |
$352K - $357K
|
4.62K
$357K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.55K+ 15.63% |
$347K - $352K
|
33.7K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
4.55K+ 9.99% |
$347K - $351K
|
50.1K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.54K+ 1.91% |
$347K - $351K
|
242K
$18.7M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
4.53K+ 63.05% |
$346K - $350K
|
11.7K
$907K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.52KNew |
$345K - $349K
|
4.52K
$350K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 59.81% |
$343K - $347K
|
12K
$928K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.48KNew |
$342K - $346K
|
4.48K
$347K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.46K+ 43.1% |
$340K - $345K
|
14.8K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.43K+ 9.44% |
$338K - $342K
|
51.4K
$3.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.43KNew |
$338K - $342K
|
4.43K
$343K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.42K+ 5.98% |
$337K - $341K
|
78.3K
$6.06M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
4.42K+ 0.69% |
$337K - $341K
|
649K
$50.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 8.7% |
$332K - $336K
|
54.3K
$4.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
4.32K+ 17.74% |
$330K - $334K
|
28.7K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
4.3KNew |
$328K - $332K
|
4.3K
$333K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
4.18KNew |
$319K - $323K
|
4.18K
$323K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.13K+ 59.69% |
$315K - $319K
|
11K
$854K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4.07KNew |
$311K - $315K
|
4.07K
$315K
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4.05K+ 36.8% |
$309K - $313K
|
15.1K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.03K+ 0.51% |
$308K - $312K
|
798K
$61.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3.95K+ 7.55% |
$301K - $305K
|
56.2K
$4.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.9K+ 11.72% |
$298K - $302K
|
37.2K
$2.88M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.84K+ 7.72% |
$293K - $297K
|
53.6K
$4.15M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.76K+ 126.21% |
$287K - $290K
|
6.73K
$521K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.65KNew |
$279K - $282K
|
3.65K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
3.64KNew |
$278K - $281K
|
3.64K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.6K+ 23.69% |
$275K - $278K
|
18.8K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.55K+ 13.75% |
$271K - $274K
|
29.4K
$2.27M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
3.51K+ 9.02% |
$268K - $271K
|
42.4K
$3.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
BUY
|
- |
3.49K+ 10.8% |
$266K - $270K
|
35.8K
$2.77M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.47K+ 9.13% |
$265K - $268K
|
41.5K
$3.21M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.46KNew |
$264K - $267K
|
3.46K
$268K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.45K+ 30.03% |
$264K - $267K
|
15K
$1.16M
|