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 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.69K+ 2.99% |
$128K - $130K
|
58.2K
$4.51M
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
1.68K+ 3.71% |
$127K - $129K
|
47K
$3.63M
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.65K+ 0.24% |
$125K - $127K
|
679K
$52.5M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.64K+ 45.25% |
$124K - $126K
|
5.25K
$406K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.6K+ 228.61% |
$121K - $123K
|
2.3K
$178K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.58K+ 43.21% |
$120K - $121K
|
5.23K
$405K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.51K+ 0.68% |
$115K - $116K
|
225K
$17.4M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1.38K+ 2.55% |
$105K - $106K
|
55.6K
$4.3M
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.36K+ 20.16% |
$103K - $105K
|
8.13K
$629K
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.35K+ 1.76% |
$102K - $104K
|
78K
$6.04M
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.34K+ 6.71% |
$102K - $103K
|
21.3K
$1.65M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.33K+ 31.33% |
$101K - $102K
|
5.56K
$430K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.31K+ 5.21% |
$99K - $100K
|
26.4K
$2.04M
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.3K+ 6.69% |
$98.7K - $99.9K
|
20.8K
$1.61M
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.29KNew |
$97.9K - $99.2K
|
1.29K
$100K
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.29K+ 4.39% |
$97.6K - $98.8K
|
30.6K
$2.37M
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.29K+ 4.39% |
$97.6K - $98.8K
|
30.6K
$2.37M
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.24K+ 11.22% |
$93.9K - $95.1K
|
12.3K
$950K
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.22K+ 0.76% |
$92.5K - $93.6K
|
162K
$12.5M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.21K+ 8.22% |
$91.4K - $92.5K
|
15.9K
$1.23M
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.2K+ 485.83% |
$91K - $92.1K
|
1.45K
$112K
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.2K+ 2.34% |
$91K - $92.1K
|
52.6K
$4.07M
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.15K+ 24.49% |
$87.3K - $88.4K
|
5.85K
$453K
|
|
Jul 19, 2024
Q2 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.12K+ 0.95% |
$85.1K - $86.1K
|
119K
$9.24M
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.11KNew |
$84K - $85.1K
|
1.11K
$85.7K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.1K+ 4.98% |
$83.4K - $84.4K
|
23.2K
$1.79M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.07KNew |
$81.3K - $82.3K
|
1.07K
$83K
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.07K+ 17.17% |
$80.8K - $81.8K
|
7.27K
$563K
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.04K+ 35.83% |
$79.1K - $80.1K
|
3.96K
$306K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.03K+ 1.57% |
$78.3K - $79.3K
|
66.9K
$5.17M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.02K+ 2.84% |
$77.5K - $78.4K
|
37K
$2.86M
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
989+ 7.26% |
$75K - $75.9K
|
14.6K
$1.13M
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
956+ 29.61% |
$72.5K - $73.4K
|
4.19K
$324K
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
953+ 6.94% |
$72.2K - $73.2K
|
14.7K
$1.14M
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
926+ 12.14% |
$70.2K - $71.1K
|
8.55K
$662K
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
925+ 1.3% |
$70.1K - $71K
|
72K
$5.57M
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
921+ 3.21% |
$69.8K - $70.7K
|
29.6K
$2.29M
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
903+ 10.41% |
$68.5K - $69.3K
|
9.58K
$741K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
899+ 355.34% |
$68.2K - $69K
|
1.15K
$89.1K
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
875+ 3.88% |
$66.3K - $67.2K
|
23.4K
$1.81M
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
870+ 37.73% |
$66K - $66.8K
|
3.18K
$246K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
858+ 0.07% |
$65K - $65.9K
|
1.22M
$94.7M
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
843+ 2.42% |
$63.9K - $64.7K
|
35.7K
$2.76M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
841+ 20.76% |
$63.8K - $64.6K
|
4.89K
$379K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
832+ 3.3% |
$63.1K - $63.9K
|
26K
$2.01M
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
802+ 7.94% |
$60.8K - $61.6K
|
10.9K
$843K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
777+ 2.9% |
$58.9K - $59.6K
|
27.6K
$2.13M
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
773+ 7.06% |
$58.6K - $59.3K
|
11.7K
$907K
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
742+ 4.55% |
$56.3K - $57K
|
17.1K
$1.32M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
724New |
$54.9K - $55.6K
|
724
$56K
|