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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
8.16K+ 6.64% |
$623K - $644K
|
131K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
8.13KNew |
$621K - $641K
|
8.13K
$629K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7.95K+ 29.89% |
$607K - $627K
|
34.6K
$2.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
7.63KNew |
$583K - $602K
|
7.63K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.6K+ 26.38% |
$581K - $600K
|
36.4K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.3K+ 55.02% |
$557K - $575K
|
20.6K
$1.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.05K+ 6.2% |
$538K - $556K
|
121K
$9.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.88K+ 5.21% |
$525K - $542K
|
139K
$10.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.88K+ 3.16% |
$525K - $542K
|
224K
$17.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
6.84K+ 7.37% |
$522K - $539K
|
99.6K
$7.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.82KNew |
$521K - $538K
|
6.82K
$529K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
6.78K+ 2.98% |
$518K - $535K
|
234K
$18.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
6.72K+ 14.05% |
$513K - $530K
|
54.5K
$4.22M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6.55K+ 36.98% |
$501K - $517K
|
24.3K
$1.88M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.55K+ 326.63% |
$500K - $517K
|
8.55K
$663K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.47KNew |
$494K - $510K
|
6.47K
$501K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
6.42K+ 9.09% |
$491K - $507K
|
77.1K
$5.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
6.38K+ 15.05% |
$487K - $503K
|
48.7K
$3.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
6.31K+ 3.02% |
$482K - $498K
|
215K
$16.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
6.27K+ 4.46% |
$479K - $494K
|
147K
$11.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.26K+ 8.7% |
$478K - $494K
|
78.2K
$6.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6.14K+ 16.32% |
$469K - $484K
|
43.7K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.14K+ 0.61% |
$469K - $484K
|
1.02M
$79M
|
|
|
Nov 07, 2024
Q3 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
5.91KNew |
$451K - $466K
|
5.91K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5.82KNew |
$445K - $459K
|
5.82K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.7K+ 168.02% |
$435K - $450K
|
9.09K
$704K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.57K+ 2.15% |
$425K - $439K
|
264K
$20.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
5.42K+ 5.94% |
$414K - $427K
|
96.6K
$7.49M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.29K+ 3.23% |
$404K - $417K
|
169K
$13.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
5.25KNew |
$401K - $414K
|
5.25K
$406K
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
5.24KNew |
$400K - $413K
|
5.24K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
5.16K+ 7.56% |
$394K - $407K
|
73.3K
$5.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.12K+ 2.68% |
$391K - $404K
|
196K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
5.11KNew |
$390K - $403K
|
5.11K
$396K
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
5.1KNew |
$389K - $402K
|
5.1K
$395K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.07KNew |
$387K - $400K
|
5.07K
$393K
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
5.06K+ 4.23% |
$386K - $399K
|
125K
$9.64M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.06K+ 10.21% |
$386K - $399K
|
54.6K
$4.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
5.04K+ 8.41% |
$385K - $397K
|
64.9K
$5.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
5K+ 2.97% |
$382K - $394K
|
173K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4.99K+ 3.66% |
$381K - $394K
|
141K
$10.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.95KNew |
$378K - $391K
|
4.95K
$384K
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
4.92K+ 2.75% |
$376K - $388K
|
184K
$14.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.9K+ 92.99% |
$374K - $386K
|
10.2K
$787K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
4.84KNew |
$370K - $382K
|
4.84K
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.81KNew |
$367K - $379K
|
4.81K
$372K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.8K+ 4.44% |
$366K - $378K
|
113K
$8.73M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.75K+ 131.82% |
$363K - $374K
|
8.35K
$647K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
4.7KNew |
$359K - $371K
|
4.7K
$364K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4.67K+ 31.98% |
$357K - $369K
|
19.3K
$1.49M
|