Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.08M+ 38.48% |
$385M - $390M
|
18.3M
$1.41B
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.9M+ 3.93% |
$144M - $146M
|
50.3M
$3.89B
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.8M+ 7.61% |
$136M - $138M
|
25.4M
$1.97B
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.22M+ 4494.78% |
$92.6M - $93.7M
|
1.25M
$96.6M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.06M+ 251.04% |
$80.5M - $81.5M
|
1.48M
$115M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
949K+ 18.1% |
$71.9M - $72.8M
|
6.19M
$479M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
741K+ 5.39% |
$56.2M - $56.9M
|
14.5M
$1.12B
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
527K+ 200.3% |
$40M - $40.5M
|
790K
$61.2M
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
497KNew |
$37.6M - $38.1M
|
497K
$38.4M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
440K+ 202.89% |
$33.4M - $33.8M
|
657K
$50.9M
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
378K+ 170.36% |
$28.7M - $29M
|
600K
$46.5M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
361K+ 13.1% |
$27.4M - $27.7M
|
3.12M
$241M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
360K+ 3.13% |
$27.3M - $27.7M
|
11.9M
$920M
|
|
Aug 06, 2024
Q2 2024
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
288KNew |
$21.8M - $22.1M
|
288K
$22.2M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
273K+ 7.42% |
$20.7M - $21M
|
3.96M
$306M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
272K+ 10.55% |
$20.6M - $20.9M
|
2.85M
$221M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
260K+ 917.62% |
$19.7M - $20M
|
288K
$22.3M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
254KNew |
$19.2M - $19.5M
|
254K
$19.6M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
247KNew |
$18.7M - $19M
|
247K
$19.1M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
231K+ 162.93% |
$17.5M - $17.8M
|
373K
$28.9M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
223KNew |
$16.9M - $17.1M
|
223K
$17.3M
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
213K+ 42.7% |
$16.2M - $16.4M
|
713K
$55.2M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
178KNew |
$13.5M - $13.7M
|
178K
$13.8M
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
155KNew |
$11.7M - $11.9M
|
155K
$12M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
145K+ 5779.27% |
$11M - $11.1M
|
147K
$11.4M
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
140K+ 2.45% |
$10.6M - $10.8M
|
5.87M
$454M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
136K+ 13.6% |
$10.3M - $10.4M
|
1.14M
$88M
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
124K+ 7.52% |
$9.38M - $9.5M
|
1.77M
$137M
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
121K+ 6.73% |
$9.15M - $9.26M
|
1.91M
$148M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
118K+ 3.04% |
$8.91M - $9.02M
|
3.98M
$308M
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
114K+ 21.94% |
$8.61M - $8.72M
|
631K
$48.8M
|
|
Aug 06, 2024
Q2 2024
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
107KNew |
$8.08M - $8.18M
|
107K
$8.25M
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
99.3K+ 38.79% |
$7.53M - $7.62M
|
355K
$27.5M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
95.3K+ 44.29% |
$7.23M - $7.32M
|
311K
$24M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90.7K+ 71.46% |
$6.87M - $6.96M
|
218K
$16.8M
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
89.1K+ 39.67% |
$6.76M - $6.84M
|
314K
$24.3M
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
86.6K+ 10.9% |
$6.56M - $6.64M
|
881K
$68.2M
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
71.2K+ 45.31% |
$5.4M - $5.47M
|
228K
$17.7M
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
70.6KNew |
$5.35M - $5.42M
|
70.6K
$5.47M
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
70.2K+ 2.56% |
$5.32M - $5.39M
|
2.81M
$217M
|
|
Jul 18, 2024
Q2 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
62.9K+ 11.59% |
$4.77M - $4.83M
|
605K
$46.8M
|
|
Jul 25, 2024
Q2 2024
|
Lincoln National Corp
|
BUY
|
- |
60.1K+ 1.86% |
$4.56M - $4.62M
|
3.3M
$255M
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
57.3K+ 18.27% |
$4.35M - $4.4M
|
371K
$28.7M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
57.3K+ 11.44% |
$4.34M - $4.4M
|
558K
$43.2M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
57.1K+ 33.57% |
$4.33M - $4.38M
|
227K
$17.6M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.8K+ 0.89% |
$4.08M - $4.13M
|
6.11M
$473M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
53.2K+ 215.78% |
$4.04M - $4.09M
|
77.9K
$6.03M
|
|
Aug 23, 2024
Q2 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
47KNew |
$3.56M - $3.6M
|
47K
$3.63M
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
46.8K+ 25.8% |
$3.55M - $3.59M
|
228K
$17.7M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
46.5K+ 200.99% |
$3.52M - $3.57M
|
69.6K
$5.39M
|