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 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.55K- 44.63% |
$194K - $196K
|
3.17K
$245K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.61K- 27.29% |
$198K - $200K
|
6.96K
$538K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.62K- 49.92% |
$199K - $201K
|
2.63K
$204K
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.67K- 39.9% |
$202K - $205K
|
4.02K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.7K- 17.92% |
$205K - $207K
|
12.4K
$956K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.7K- 5.93% |
$205K - $207K
|
42.8K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-2.77K- 16.53% |
$210K - $213K
|
14K
$1.08M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.79K- 2.35% |
$212K - $214K
|
116K
$8.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.81K- 14.25% |
$213K - $215K
|
16.9K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.81K- 5.53% |
$213K - $216K
|
48K
$3.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-2.87K- 0.87% |
$217K - $220K
|
326K
$25.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.9K- 32.82% |
$220K - $223K
|
5.94K
$459K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-2.93K- 9.51% |
$222K - $225K
|
27.8K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.96K- 3.66% |
$224K - $227K
|
77.8K
$6.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.09K- 11.27% |
$234K - $237K
|
24.3K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.09K- 4.48% |
$234K - $237K
|
66K
$5.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-3.15K- 27.56% |
$238K - $241K
|
8.27K
$640K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.18K- 5.6% |
$241K - $244K
|
53.6K
$4.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.26K- 3.9% |
$247K - $250K
|
80.2K
$6.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.3K- 2.43% |
$250K - $253K
|
132K
$10.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.32K- 5.66% |
$252K - $255K
|
55.4K
$4.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.35K- 10.34% |
$254K - $257K
|
29.1K
$2.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.4K- 5.43% |
$258K - $261K
|
59.3K
$4.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.43K- 9.28% |
$260K - $263K
|
33.5K
$2.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.43K- 97.83% |
$260K - $263K
|
76
$5.88K
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
SELL
|
- |
-3.63K- 21.02% |
$275K - $279K
|
13.6K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.67K- 1.89% |
$279K - $282K
|
191K
$14.8M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.69K- 46.65% |
$280K - $284K
|
4.22K
$327K
|
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-3.74K- 12.52% |
$284K - $287K
|
26.1K
$2.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.85K- 5.86% |
$291K - $295K
|
61.8K
$4.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-3.95K- 9.9% |
$299K - $303K
|
35.9K
$2.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.96K- 14.5% |
$300K - $304K
|
23.4K
$1.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4.06K- 8.38% |
$308K - $312K
|
44.4K
$3.44M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.23K- 19.86% |
$321K - $325K
|
17.1K
$1.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.27K- 11.79% |
$323K - $327K
|
31.9K
$2.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.35K- 9.04% |
$330K - $334K
|
43.8K
$3.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-4.61K- 2.46% |
$350K - $354K
|
183K
$14.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.73K- 9.27% |
$358K - $363K
|
46.3K
$3.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.74K- 15.59% |
$359K - $364K
|
25.7K
$1.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-4.76K- 13.39% |
$361K - $365K
|
30.8K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.88K- 38.2% |
$370K - $375K
|
7.9K
$611K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.88K- 14.32% |
$370K - $375K
|
29.2K
$2.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-4.94K- 43.67% |
$374K - $379K
|
6.37K
$493K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5K- 0.21% |
$379K - $384K
|
2.36M
$183M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-5.01K- 21.08% |
$380K - $385K
|
18.8K
$1.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.14K- 7.97% |
$390K - $395K
|
59.4K
$4.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-5.23K- 11.99% |
$397K - $402K
|
38.4K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.28K- 25.31% |
$400K - $405K
|
15.6K
$1.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.35K- 1.65% |
$405K - $410K
|
318K
$24.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-5.36K- 44.41% |
$406K - $411K
|
6.71K
$519K
|