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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
107New |
$8.11K - $8.21K
|
107
$8.28K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
106+ 0.81% |
$8.04K - $8.14K
|
13.2K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
104+ 1.82% |
$7.88K - $7.98K
|
5.82K
$450K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
101+ 5.82% |
$7.66K - $7.75K
|
1.84K
$142K
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
95+ 2.89% |
$7.2K - $7.29K
|
3.39K
$262K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
94+ 0.32% |
$7.13K - $7.22K
|
29.4K
$2.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
92+ 1.78% |
$6.97K - $7.06K
|
5.26K
$407K
|
|
|
Jul 22, 2024
Q2 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
88+ 0.06% |
$6.67K - $6.75K
|
141K
$10.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
86+ 0.36% |
$6.52K - $6.6K
|
24.1K
$1.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
79+ 9.24% |
$5.99K - $6.06K
|
934
$72.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
79+ 3.52% |
$5.99K - $6.06K
|
2.32K
$180K
|
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
76+ 0.22% |
$5.76K - $5.83K
|
34.5K
$2.67M
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
71+ 1.28% |
$5.38K - $5.45K
|
5.63K
$435K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
67+ 0.06% |
$5.08K - $5.14K
|
122K
$9.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
65+ 1.66% |
$4.93K - $4.99K
|
3.98K
$308K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
64New |
$4.85K - $4.91K
|
64
$4.95K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
60+ 0.63% |
$4.55K - $4.61K
|
9.66K
$747K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
55+ 0.21% |
$4.17K - $4.22K
|
25.9K
$2M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
54+ 13.01% |
$4.09K - $4.15K
|
469
$36.3K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
52+ 0.83% |
$3.94K - $3.99K
|
6.32K
$489K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51+ 0.78% |
$3.87K - $3.91K
|
6.56K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
47+ 4.02% |
$3.56K - $3.61K
|
1.22K
$94.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
45+ 0.4% |
$3.41K - $3.45K
|
11.3K
$874K
|
|
|
Aug 08, 2024
Q2 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
44+ 0.63% |
$3.34K - $3.38K
|
7K
$541K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
41+ 2.09% |
$3.11K - $3.15K
|
2.01K
$155K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
41+ 0.79% |
$3.11K - $3.15K
|
5.24K
$406K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
41+ 1.44% |
$3.11K - $3.15K
|
2.89K
$224K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
40+ 0.9% |
$3.03K - $3.07K
|
4.49K
$347K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
39+ 0.58% |
$2.96K - $2.99K
|
6.77K
$524K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
37+ 24.83% |
$2.8K - $2.84K
|
186
$14.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
36+ 0.59% |
$2.73K - $2.76K
|
6.11K
$473K
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
32+ 0.06% |
$2.43K - $2.46K
|
56K
$4.34M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
27+ 0.84% |
$2.05K - $2.07K
|
3.26K
$252K
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
26+ 0.63% |
$1.97K - $2K
|
4.14K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
23+ 0.83% |
$1.74K - $1.77K
|
2.81K
$217K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22New |
$1.67K - $1.69K
|
22
$1.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
19+ 0.75% |
$1.44K - $1.46K
|
2.54K
$196K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 0.73% |
$1.36K - $1.38K
|
2.48K
$192K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
16+ 0.23% |
$1.21K - $1.23K
|
7.09K
$549K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
14+ 0.24% |
$1.06K - $1.07K
|
5.88K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
13+ 0.04% |
$986 - $998
|
33.8K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
12+ 0.31% |
$910 - $921
|
3.93K
$304K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12+ 0.17% |
$910 - $921
|
7.09K
$548K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
11New |
$834 - $844
|
11
$851
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 4.76% |
$758 - $768
|
220
$17K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10+ 0.07% |
$758 - $768
|
13.6K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9+ 0.32% |
$682 - $691
|
2.82K
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8+ 0.15% |
$606 - $614
|
5.44K
$421K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8+ 0.23% |
$606 - $614
|
3.47K
$268K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
7New |
$531 - $537
|
7
$542
|