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
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.43K+ 5.39% |
$335K - $340K
|
86.5K
$6.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.37KNew |
$331K - $335K
|
4.37K
$338K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.35K+ 6.5% |
$330K - $334K
|
71.2K
$5.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.33K+ 10.86% |
$328K - $332K
|
44.2K
$3.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.27K+ 12.8% |
$324K - $328K
|
37.6K
$2.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
4.25K+ 10.24% |
$322K - $326K
|
45.7K
$3.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
4.23K+ 6.79% |
$320K - $324K
|
66.4K
$5.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidato Wealth LLC
|
BUY
|
- |
4.22K+ 4.14% |
$320K - $324K
|
106K
$8.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
4.17K+ 1.44% |
$316K - $320K
|
294K
$22.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.15K+ 8.62% |
$315K - $319K
|
52.3K
$4.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.11K+ 3.89% |
$312K - $316K
|
110K
$8.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
4.11KNew |
$312K - $316K
|
4.11K
$318K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.06K+ 3.9% |
$307K - $311K
|
108K
$8.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.03KNew |
$306K - $309K
|
4.03K
$312K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.01K+ 3.75% |
$304K - $308K
|
111K
$8.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
3.91KNew |
$297K - $300K
|
3.91K
$303K
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.87K+ 2.02% |
$293K - $297K
|
195K
$15.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.84K+ 5.72% |
$291K - $295K
|
70.9K
$5.49M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.84K+ 40.65% |
$291K - $295K
|
13.3K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
3.84K+ 2.62% |
$291K - $295K
|
150K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.8K+ 9.99% |
$288K - $292K
|
41.9K
$3.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.8K+ 2.1% |
$288K - $291K
|
185K
$14.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.79K+ 1.92% |
$287K - $291K
|
202K
$15.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.76K+ 4.73% |
$285K - $289K
|
83.2K
$6.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.75K+ 7.44% |
$284K - $288K
|
54.2K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.75K+ 12.39% |
$284K - $288K
|
34K
$2.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.73K+ 9.24% |
$283K - $286K
|
44.1K
$3.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.71K+ 2.49% |
$281K - $285K
|
152K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
3.69KNew |
$279K - $283K
|
3.69K
$285K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.68K+ 7.93% |
$279K - $283K
|
50.1K
$3.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
3.66K+ 1.75% |
$278K - $281K
|
213K
$16.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.6KNew |
$273K - $276K
|
3.6K
$279K
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3.53KNew |
$267K - $271K
|
3.53K
$273K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.47K+ 3.56% |
$263K - $267K
|
101K
$7.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.42KNew |
$259K - $263K
|
3.42K
$265K
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
3.42K+ 124.56% |
$259K - $262K
|
6.16K
$477K
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.38K+ 18.02% |
$257K - $260K
|
22.2K
$1.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
3.35KNew |
$254K - $257K
|
3.35K
$259K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.35K+ 80.05% |
$254K - $257K
|
7.53K
$583K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.34KNew |
$253K - $256K
|
3.34K
$258K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.27K+ 31.99% |
$248K - $251K
|
13.5K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.22KNew |
$244K - $247K
|
3.22K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3.22KNew |
$244K - $247K
|
3.22K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.15K+ 30.07% |
$239K - $242K
|
13.6K
$1.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.12K+ 5.82% |
$237K - $240K
|
56.8K
$4.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3.08KNew |
$233K - $236K
|
3.08K
$238K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.07K+ 7.52% |
$233K - $236K
|
43.9K
$3.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.07K+ 2.8% |
$232K - $235K
|
112K
$8.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.06K+ 20.88% |
$232K - $235K
|
17.7K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
3.04K+ 4.8% |
$231K - $234K
|
66.5K
$5.14M
|