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
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
947+ 3.27% |
$72.3K - $74.7K
|
29.9K
$2.34M
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
944+ 24.63% |
$72.1K - $74.5K
|
4.78K
$374K
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
918+ 1.27% |
$70.1K - $72.4K
|
73.4K
$5.74M
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
914+ 1.71% |
$69.8K - $72.1K
|
54.4K
$4.26M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
901+ 0.82% |
$68.8K - $71.1K
|
111K
$8.67M
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
894+ 8.2% |
$68.3K - $70.5K
|
11.8K
$923K
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
877+ 3.32% |
$67K - $69.2K
|
27.3K
$2.13M
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
846+ 7.22% |
$64.6K - $66.7K
|
12.6K
$983K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
843+ 12.67% |
$64.4K - $66.5K
|
7.5K
$586K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
840+ 6.35% |
$64.2K - $66.3K
|
14.1K
$1.1M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
833+ 4.65% |
$63.6K - $65.7K
|
18.7K
$1.47M
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
795+ 9.0% |
$60.7K - $62.7K
|
9.63K
$753K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
772+ 46.62% |
$59K - $60.9K
|
2.43K
$190K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
752+ 10.41% |
$57.4K - $59.3K
|
7.97K
$624K
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
739+ 0.93% |
$56.4K - $58.3K
|
80.2K
$6.28M
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
696+ 0.48% |
$53.2K - $54.9K
|
144K
$11.3M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
673+ 0.96% |
$51.4K - $53.1K
|
71K
$5.56M
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
664+ 14.61% |
$50.7K - $52.4K
|
5.21K
$408K
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
655New |
$50K - $51.7K
|
655
$51.2K
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
650+ 3.37% |
$49.6K - $51.3K
|
19.9K
$1.56M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
641+ 1.92% |
$49K - $50.6K
|
34K
$2.66M
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
622+ 1.08% |
$47.5K - $49.1K
|
58K
$4.54M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
606+ 3.58% |
$46.3K - $47.8K
|
17.5K
$1.37M
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
600+ 7.97% |
$45.8K - $47.3K
|
8.13K
$636K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
589+ 10.03% |
$45K - $46.5K
|
6.46K
$505K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
563+ 3.1% |
$43K - $44.4K
|
18.7K
$1.47M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
558+ 23.53% |
$42.6K - $44K
|
2.93K
$229K
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
555+ 7.0% |
$42.4K - $43.8K
|
8.49K
$664K
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
551+ 17.05% |
$42.1K - $43.5K
|
3.78K
$296K
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
551+ 16.59% |
$42.1K - $43.5K
|
3.87K
$303K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
550+ 19.5% |
$42K - $43.4K
|
3.37K
$264K
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
516+ 5.95% |
$39.4K - $40.7K
|
9.19K
$719K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
478+ 1.98% |
$36.5K - $37.7K
|
24.6K
$1.92M
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
464+ 0.15% |
$35.4K - $36.6K
|
314K
$24.6M
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
460+ 1.76% |
$35.1K - $36.3K
|
26.6K
$2.08M
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
458+ 0.89% |
$35K - $36.1K
|
51.9K
$4.06M
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
457New |
$34.9K - $36K
|
457
$35.8K
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
442+ 153.47% |
$33.8K - $34.9K
|
730
$57.1K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
436+ 42.17% |
$33.3K - $34.4K
|
1.47K
$115K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
434+ 19.94% |
$33.1K - $34.2K
|
2.61K
$204K
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
433+ 5.27% |
$33.1K - $34.2K
|
8.66K
$677K
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
405+ 2.19% |
$30.9K - $31.9K
|
18.9K
$1.48M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
404+ 1.59% |
$30.9K - $31.9K
|
25.9K
$2.03M
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
392+ 8.99% |
$29.9K - $30.9K
|
4.75K
$372K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
387New |
$29.6K - $30.5K
|
387
$30.3K
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
380+ 4.04% |
$29K - $30K
|
9.78K
$765K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
377+ 1.41% |
$28.8K - $29.7K
|
27.1K
$2.12M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
375+ 6.07% |
$28.6K - $29.6K
|
6.55K
$513K
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
375+ 2.62% |
$28.6K - $29.6K
|
14.7K
$1.15M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
371+ 5.42% |
$28.3K - $29.3K
|
7.22K
$565K
|