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 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
440+ 0.97% |
$33.6K - $34K
|
45.7K
$3.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
437+ 29.51% |
$33.4K - $33.8K
|
1.92K
$148K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
418+ 0.71% |
$31.9K - $32.3K
|
59.1K
$4.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
415+ 3.14% |
$31.7K - $32.1K
|
13.6K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
406+ 1.65% |
$31K - $31.4K
|
25.1K
$1.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
401+ 8.58% |
$30.6K - $31K
|
5.07K
$392K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
399+ 6.32% |
$30.5K - $30.8K
|
6.71K
$519K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
397+ 261.18% |
$30.3K - $30.7K
|
549
$42.5K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
395+ 0.45% |
$30.2K - $30.5K
|
87.9K
$6.8M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
388New |
$29.6K - $30K
|
388
$30K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
385+ 8.05% |
$29.4K - $29.7K
|
5.17K
$400K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
383+ 14.51% |
$29.2K - $29.6K
|
3.02K
$234K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
376+ 6.6% |
$28.7K - $29K
|
6.08K
$470K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
375+ 307.38% |
$28.6K - $29K
|
497
$38.4K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
363+ 6.15% |
$27.7K - $28K
|
6.27K
$485K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
350New |
$26.7K - $27K
|
350
$27.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
346+ 0.98% |
$26.4K - $26.7K
|
35.8K
$2.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
345+ 4.48% |
$26.3K - $26.7K
|
8.05K
$623K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
345+ 2.53% |
$26.3K - $26.7K
|
14K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
342+ 9.09% |
$26.1K - $26.4K
|
4.11K
$318K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
341+ 8.11% |
$26K - $26.3K
|
4.55K
$352K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
340+ 0.74% |
$26K - $26.3K
|
46.1K
$3.56M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
330New |
$25.2K - $25.5K
|
330
$25.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
325+ 29.76% |
$24.8K - $25.1K
|
1.42K
$110K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
321+ 8.09% |
$24.5K - $24.8K
|
4.29K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
321+ 17.81% |
$24.5K - $24.8K
|
2.12K
$164K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
314+ 6.7% |
$24K - $24.3K
|
5K
$387K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
308+ 6.29% |
$23.5K - $23.8K
|
5.2K
$402K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
303+ 1.7% |
$23.1K - $23.4K
|
18.1K
$1.4M
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
295+ 4.67% |
$22.5K - $22.8K
|
6.61K
$511K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
291+ 3637.5% |
$22.2K - $22.5K
|
299
$23.1K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
290+ 2.06% |
$22.1K - $22.4K
|
14.4K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
289+ 8.13% |
$22.1K - $22.3K
|
3.85K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
280+ 22.76% |
$21.4K - $21.6K
|
1.51K
$117K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
273+ 1.85% |
$20.8K - $21.1K
|
15.1K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
271+ 0.86% |
$20.7K - $20.9K
|
31.7K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
271+ 2.54% |
$20.7K - $20.9K
|
11K
$847K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
269+ 2.29% |
$20.5K - $20.8K
|
12K
$928K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
266+ 9.02% |
$20.3K - $20.5K
|
3.21K
$249K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
255+ 3.44% |
$19.5K - $19.7K
|
7.67K
$594K
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
255+ 1.26% |
$19.5K - $19.7K
|
20.5K
$1.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
247New |
$18.9K - $19.1K
|
247
$19.1K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
247+ 1.47% |
$18.9K - $19.1K
|
17.1K
$1.32M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
243New |
$18.6K - $18.8K
|
243
$18.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
238+ 0.19% |
$18.2K - $18.4K
|
126K
$9.72M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
236+ 2.0% |
$18K - $18.2K
|
12K
$931K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
230New |
$17.6K - $17.8K
|
230
$17.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
229+ 0.24% |
$17.5K - $17.7K
|
94.6K
$7.32M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
214+ 1.19% |
$16.3K - $16.5K
|
18.2K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
211+ 1.47% |
$16.1K - $16.3K
|
14.6K
$1.13M
|