Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
95+ 0.23% |
$7.26K - $7.49K
|
41.5K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
95+ 1.81% |
$7.26K - $7.49K
|
5.35K
$414K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
93+ 0.82% |
$7.1K - $7.33K
|
11.4K
$881K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
93+ 3.14% |
$7.1K - $7.33K
|
3.05K
$236K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
92+ 25.7% |
$7.03K - $7.26K
|
450
$34.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
88+ 0.22% |
$6.72K - $6.94K
|
40.1K
$3.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
86+ 0.75% |
$6.57K - $6.78K
|
11.5K
$889K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
85New |
$6.49K - $6.7K
|
85
$6.58K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
82+ 2.45% |
$6.26K - $6.47K
|
3.42K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
80+ 1.81% |
$6.11K - $6.31K
|
4.51K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
77New |
$5.88K - $6.07K
|
77
$5.96K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
70+ 1.04% |
$5.35K - $5.52K
|
6.78K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
69+ 0.75% |
$5.27K - $5.44K
|
9.32K
$721K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
68+ 4.22% |
$5.19K - $5.36K
|
1.68K
$130K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
65+ 1.92% |
$4.96K - $5.13K
|
3.45K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
64+ 0.66% |
$4.89K - $5.05K
|
9.72K
$752K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
61+ 2.05% |
$4.66K - $4.81K
|
3.03K
$235K
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
59+ 0.86% |
$4.51K - $4.65K
|
6.95K
$537K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
55New |
$4.2K - $4.34K
|
55
$4.25K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
51+ 0.21% |
$3.9K - $4.02K
|
24.3K
$1.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
51+ 0.22% |
$3.9K - $4.02K
|
22.9K
$1.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
46+ 0.82% |
$3.51K - $3.63K
|
5.68K
$439K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
45+ 0.26% |
$3.44K - $3.55K
|
17.5K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
45+ 0.3% |
$3.44K - $3.55K
|
14.9K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
39+ 0.3% |
$2.98K - $3.08K
|
13.2K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
39+ 0.64% |
$2.98K - $3.08K
|
6.15K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
36+ 0.57% |
$2.75K - $2.84K
|
6.33K
$490K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
34+ 0.89% |
$2.6K - $2.68K
|
3.87K
$300K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
32New |
$2.44K - $2.52K
|
32
$2.48K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
32+ 0.43% |
$2.44K - $2.52K
|
7.56K
$585K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
30+ 0.1% |
$2.29K - $2.37K
|
30.2K
$2.33M
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
29+ 0.82% |
$2.22K - $2.29K
|
3.55K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
28+ 0.86% |
$2.14K - $2.21K
|
3.29K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
27+ 0.84% |
$2.06K - $2.13K
|
3.24K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
26New |
$1.99K - $2.05K
|
26
$2.01K
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
26+ 0.87% |
$1.99K - $2.05K
|
3K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
24+ 0.86% |
$1.83K - $1.89K
|
2.83K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.7% |
$1.76K - $1.81K
|
3.3K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21+ 0.09% |
$1.6K - $1.66K
|
24.7K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
20+ 0.79% |
$1.53K - $1.58K
|
2.56K
$198K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
20+ 0.5% |
$1.53K - $1.58K
|
4.05K
$313K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
19+ 0.77% |
$1.45K - $1.5K
|
2.5K
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19New |
$1.45K - $1.5K
|
19
$1.47K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
19+ 1.71% |
$1.45K - $1.5K
|
1.13K
$87.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16+ 0.44% |
$1.22K - $1.26K
|
3.63K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
14+ 0.01% |
$1.07K - $1.1K
|
124K
$9.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11+ 0.07% |
$840 - $868
|
16.4K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
11New |
$840 - $868
|
11
$851
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
10+ 0.24% |
$764 - $789
|
4.15K
$321K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9+ 4.84% |
$687 - $710
|
195
$15.1K
|