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 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
$440K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
2.27K+ 12.81% |
$173K - $175K
|
20K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.17K+ 0.39% |
$166K - $168K
|
556K
$43M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.16K+ 6.46% |
$165K - $167K
|
35.6K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.04K+ 9.29% |
$156K - $158K
|
24K
$1.86M
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
2.04K+ 69.95% |
$156K - $158K
|
4.96K
$384K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.04K+ 13.97% |
$155K - $157K
|
16.6K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.03K+ 18.91% |
$155K - $157K
|
12.8K
$989K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.02K+ 59.81% |
$154K - $156K
|
5.4K
$418K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.01K+ 51.63% |
$154K - $156K
|
5.91K
$458K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2K+ 23.57% |
$152K - $154K
|
10.5K
$810K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.98K+ 0.86% |
$151K - $153K
|
233K
$18.1M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.98K+ 8.45% |
$151K - $153K
|
25.4K
$1.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.96K+ 41.57% |
$149K - $151K
|
6.66K
$515K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.95KNew |
$149K - $150K
|
1.95K
$151K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.88K+ 1.66% |
$144K - $145K
|
116K
$8.94M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.86K+ 0.6% |
$142K - $144K
|
313K
$24.3M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
1.85K+ 17.14% |
$141K - $143K
|
12.6K
$978K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
1.85K+ 3.47% |
$141K - $143K
|
55.1K
$4.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.83K+ 3.93% |
$140K - $142K
|
48.5K
$3.75M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
1.83K+ 29.22% |
$139K - $141K
|
8.07K
$625K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
1.8K+ 7.39% |
$138K - $139K
|
26.2K
$2.03M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.8K+ 3.71% |
$137K - $139K
|
50.2K
$3.88M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.75K+ 0.22% |
$133K - $135K
|
814K
$63M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.71K+ 12.88% |
$131K - $132K
|
15K
$1.16M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.66K+ 0.63% |
$127K - $128K
|
264K
$20.5M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.62KNew |
$124K - $125K
|
1.62K
$126K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 1.09% |
$122K - $123K
|
149K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.59K+ 5.73% |
$121K - $123K
|
29.3K
$2.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
1.58K+ 1.27% |
$121K - $122K
|
126K
$9.74M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.57K+ 2.26% |
$120K - $121K
|
71.1K
$5.5M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.53K+ 3.67% |
$117K - $118K
|
43.1K
$3.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.47K+ 16.52% |
$112K - $113K
|
10.3K
$801K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.46K+ 53.77% |
$112K - $113K
|
4.18K
$324K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.41K+ 3.85% |
$108K - $109K
|
38.1K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 1.68% |
$108K - $109K
|
85.3K
$6.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
BUY
|
- |
1.4K+ 8.85% |
$107K - $108K
|
17.3K
$1.34M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.4K+ 5.03% |
$107K - $108K
|
29.3K
$2.27M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.4K+ 21.46% |
$107K - $108K
|
7.92K
$613K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.39K+ 2.44% |
$106K - $107K
|
58.2K
$4.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.38K+ 8.62% |
$105K - $106K
|
17.4K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
1.38K+ 8.24% |
$105K - $106K
|
18.1K
$1.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.35K+ 1.79% |
$103K - $104K
|
76.7K
$5.94M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.34K+ 5.63% |
$102K - $104K
|
25.2K
$1.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.32K+ 2.82% |
$101K - $102K
|
48.2K
$3.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.32K+ 1.32% |
$101K - $102K
|
101K
$7.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.31K+ 0.61% |
$100K - $101K
|
216K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.23K+ 20.52% |
$94.1K - $95.2K
|
7.24K
$560K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.2K+ 3.46% |
$91.9K - $93K
|
36K
$2.78M
|