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 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.42K+ 21.27% |
$261K - $264K
|
19.5K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.41KNew |
$260K - $263K
|
3.41K
$263K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.35K+ 2177.27% |
$256K - $259K
|
3.51K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.34KNew |
$255K - $258K
|
3.34K
$258K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.34KNew |
$255K - $258K
|
3.34K
$258K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
3.31K+ 12.31% |
$252K - $255K
|
30.2K
$2.33M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
3.27K+ 2.84% |
$250K - $253K
|
118K
$9.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.21K+ 3.81% |
$245K - $248K
|
87.7K
$6.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3.21K+ 9.24% |
$245K - $248K
|
37.9K
$2.93M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
3.2K+ 0.91% |
$244K - $247K
|
354K
$27.4M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.2K+ 5.8% |
$244K - $247K
|
58.3K
$4.51M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.19K+ 2.9% |
$244K - $247K
|
113K
$8.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3.18K+ 10.46% |
$242K - $245K
|
33.5K
$2.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.14KNew |
$240K - $243K
|
3.14K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.14K+ 0.95% |
$240K - $243K
|
336K
$25.9M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.14K+ 15.22% |
$240K - $243K
|
23.8K
$1.84M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
3.11KNew |
$237K - $240K
|
3.11K
$241K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
3.11K+ 1.41% |
$237K - $240K
|
224K
$17.3M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
3.11KNew |
$237K - $240K
|
3.11K
$240K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.1K+ 30.87% |
$237K - $239K
|
13.1K
$1.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
3.09KNew |
$236K - $239K
|
3.09K
$239K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3KNew |
$229K - $232K
|
3K
$232K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3K+ 62.17% |
$229K - $232K
|
7.83K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3KNew |
$229K - $232K
|
3K
$232K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.99K+ 6.99% |
$228K - $231K
|
45.7K
$3.54M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.99K+ 3.78% |
$228K - $231K
|
82K
$6.34M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.99KNew |
$228K - $231K
|
2.99K
$231K
|
|
|
Apr 18, 2024
Q1 2024
|
Fidato Wealth LLC
|
BUY
|
- |
2.98K+ 3.01% |
$228K - $231K
|
102K
$7.89M
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
2.98KNew |
$227K - $230K
|
2.98K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.9K+ 2.75% |
$221K - $224K
|
108K
$8.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
2.87K+ 3.11% |
$219K - $222K
|
95K
$7.35M
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.84K+ 69.25% |
$217K - $220K
|
6.95K
$537K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.82K+ 9.24% |
$215K - $218K
|
33.3K
$2.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.8K+ 20.4% |
$214K - $216K
|
16.5K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.78K+ 72.77% |
$212K - $215K
|
6.6K
$510K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.74KNew |
$209K - $212K
|
2.74K
$212K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.73K+ 3.56% |
$209K - $211K
|
79.5K
$6.14M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.67K+ 66.4% |
$204K - $206K
|
6.69K
$517K
|
|
|
May 06, 2024
Q1 2024
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
2.67K+ 6.4% |
$204K - $206K
|
44.4K
$3.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2.53K+ 5.58% |
$193K - $195K
|
47.9K
$3.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.52K+ 4.43% |
$193K - $195K
|
59.5K
$4.6M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.52K+ 552.19% |
$192K - $195K
|
2.97K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.49K+ 14.39% |
$190K - $192K
|
19.8K
$1.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.44K+ 1.92% |
$186K - $188K
|
129K
$9.99M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.41K+ 19.73% |
$184K - $186K
|
14.7K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.4K+ 5.91% |
$183K - $185K
|
43K
$3.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.38K+ 2.51% |
$182K - $184K
|
97.5K
$7.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
2.35K+ 21.88% |
$180K - $182K
|
13.1K
$1.01M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.28K+ 67.05% |
$174K - $176K
|
5.68K
$439K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
2.27K+ 12.81% |
$173K - $175K
|
20K
$1.55M
|