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 13, 2024
Q2 2024
|
Sam Advisors, LLC
|
BUY
|
- |
715+ 13.1% |
$54.2K - $54.9K
|
6.17K
$478K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
693+ 46.7% |
$52.5K - $53.2K
|
2.18K
$168K
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
675+ 1.99% |
$51.2K - $51.8K
|
34.6K
$2.68M
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
657+ 0.8% |
$49.8K - $50.4K
|
82.3K
$6.37M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
655+ 47.12% |
$49.7K - $50.3K
|
2.05K
$158K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
632+ 7.29% |
$47.9K - $48.5K
|
9.3K
$720K
|
|
Aug 02, 2024
Q2 2024
|
Verity Wealth Advisors
|
BUY
|
- |
625+ 4.95% |
$47.4K - $48K
|
13.3K
$1.03M
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
624+ 19.42% |
$47.3K - $47.9K
|
3.84K
$297K
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
621+ 3.97% |
$47.1K - $47.7K
|
16.3K
$1.26M
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
618+ 1.99% |
$46.9K - $47.4K
|
31.6K
$2.45M
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
614+ 20.6% |
$46.5K - $47.1K
|
3.6K
$278K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
604+ 11.47% |
$45.8K - $46.4K
|
5.87K
$454K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
568+ 4.99% |
$43.1K - $43.6K
|
12K
$925K
|
|
Sep 12, 2024
Q2 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
568+ 1.19% |
$43.1K - $43.6K
|
48.4K
$3.75M
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
565+ 20.49% |
$42.8K - $43.4K
|
3.32K
$257K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
555+ 0.37% |
$42.1K - $42.6K
|
152K
$11.7M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
539+ 0.63% |
$40.9K - $41.4K
|
85.8K
$6.64M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
523+ 0.81% |
$39.6K - $40.1K
|
64.9K
$5.02M
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
518New |
$39.3K - $39.8K
|
518
$40.1K
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
514+ 0.34% |
$39K - $39.5K
|
150K
$11.6M
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
500+ 2.5% |
$37.9K - $38.4K
|
20.5K
$1.59M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
492+ 11.95% |
$37.3K - $37.8K
|
4.61K
$357K
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
466+ 1.53% |
$35.3K - $35.8K
|
30.8K
$2.39M
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
465+ 7.66% |
$35.3K - $35.7K
|
6.54K
$506K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
461+ 122.28% |
$34.9K - $35.4K
|
838
$64.8K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
455+ 1.63% |
$34.5K - $34.9K
|
28.4K
$2.2M
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
453+ 23.62% |
$34.3K - $34.8K
|
2.37K
$183K
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
450+ 5.3% |
$34.1K - $34.5K
|
8.94K
$692K
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
432+ 1.17% |
$32.7K - $33.2K
|
37.3K
$2.89M
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
424+ 3.22% |
$32.1K - $32.5K
|
13.6K
$1.05M
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
416+ 21.36% |
$31.5K - $31.9K
|
2.36K
$183K
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
402+ 3.35% |
$30.5K - $30.9K
|
12.4K
$959K
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
397+ 1.32% |
$30.1K - $30.5K
|
30.6K
$2.36M
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
395+ 0.96% |
$29.9K - $30.3K
|
41.4K
$3.2M
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
394+ 2.39% |
$29.9K - $30.2K
|
16.9K
$1.31M
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
391+ 1.89% |
$29.6K - $30K
|
21.1K
$1.63M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
391+ 3.49% |
$29.6K - $30K
|
11.6K
$897K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
390New |
$29.6K - $29.9K
|
390
$30.2K
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
389+ 3.35% |
$29.5K - $29.9K
|
12K
$929K
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
372+ 1.25% |
$28.2K - $28.6K
|
30.1K
$2.33M
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
BUY
|
- |
367+ 0.84% |
$27.8K - $28.2K
|
44K
$3.4M
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
365+ 0.38% |
$27.7K - $28K
|
96.3K
$7.45M
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
363+ 1.04% |
$27.5K - $27.9K
|
35.2K
$2.72M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
358+ 2.14% |
$27.1K - $27.5K
|
17.1K
$1.32M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
356New |
$27K - $27.3K
|
356
$27.5K
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
355+ 95.17% |
$26.9K - $27.2K
|
728
$56.3K
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
345+ 4.76% |
$26.2K - $26.5K
|
7.59K
$587K
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
340+ 1.32% |
$25.8K - $26.1K
|
26.1K
$2.02M
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
339+ 0.81% |
$25.7K - $26K
|
42K
$3.25M
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
339+ 25.74% |
$25.7K - $26K
|
1.66K
$128K
|