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 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
26New |
$1.99K - $2.05K
|
26
$2.03K
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
26+ 0.87% |
$1.99K - $2.05K
|
3K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
24+ 0.86% |
$1.83K - $1.89K
|
2.83K
$221K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
23+ 0.7% |
$1.76K - $1.81K
|
3.3K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21+ 0.09% |
$1.6K - $1.66K
|
24.7K
$1.93M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
21+ 0.37% |
$1.6K - $1.66K
|
5.65K
$441K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
20+ 0.5% |
$1.53K - $1.58K
|
4.05K
$316K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
20+ 0.79% |
$1.53K - $1.58K
|
2.56K
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
19+ 1.71% |
$1.45K - $1.5K
|
1.13K
$87.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19New |
$1.45K - $1.5K
|
19
$1.48K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
19+ 0.77% |
$1.45K - $1.5K
|
2.5K
$195K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16+ 0.44% |
$1.22K - $1.26K
|
3.63K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
14+ 0.01% |
$1.07K - $1.1K
|
124K
$9.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11+ 0.07% |
$840 - $868
|
16.4K
$1.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
11New |
$840 - $868
|
11
$858
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
10+ 0.24% |
$764 - $789
|
4.15K
$324K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9+ 4.84% |
$687 - $710
|
195
$15.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8+ 0.28% |
$611 - $631
|
2.83K
$220K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8+ 0.29% |
$611 - $631
|
2.77K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8+ 0.03% |
$611 - $631
|
23.4K
$1.82M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
7+ 7.29% |
$535 - $552
|
103
$8.04K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6+ 0.19% |
$458 - $473
|
3.12K
$243K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
5+ 0.02% |
$382 - $394
|
21.1K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
4+ 3.39% |
$306 - $315
|
122
$9.52K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.09% |
$306 - $315
|
4.39K
$342K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3+ 0.08% |
$229 - $237
|
3.6K
$281K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
3+ 0.04% |
$229 - $237
|
7.02K
$547K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3New |
$229 - $237
|
3
$234
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2+ 0.0% |
$153 - $158
|
61.6K
$4.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.06% |
$153 - $158
|
3.29K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2+ 1.17% |
$153 - $158
|
173
$13.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.17% |
$153 - $158
|
1.15K
$90K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.11% |
$153 - $158
|
1.8K
$140K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.02% |
$153 - $158
|
11.4K
$888K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 2.27% |
$76.4 - $78.9
|
45
$3.51K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 1.33% |
$76.4 - $78.9
|
76
$5.93K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 2.17% |
$76.4 - $78.9
|
47
$3.67K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 14.29% |
$76.4 - $78.9
|
8
$624
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1- 5.88% |
$76.4 - $78.9
|
16
$1.25K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1- 0.03% |
$76.4 - $78.9
|
3.08K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2- 0.13% |
$153 - $158
|
1.59K
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3- 0.04% |
$229 - $237
|
7.89K
$616K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.01% |
$382 - $394
|
42K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-5- 45.45% |
$382 - $394
|
6
$468
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-6- 0.04% |
$458 - $473
|
17.1K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-7- 0.13% |
$535 - $552
|
5.22K
$407K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 0.52% |
$840 - $868
|
2.09K
$163K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-12- 0.14% |
$917 - $946
|
8.31K
$649K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-18- 1.36% |
$1.37K - $1.42K
|
1.31K
$102K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-20- 0.68% |
$1.53K - $1.58K
|
2.91K
$227K
|