Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
642+ 14.13% |
$49.4K - $50.4K
|
5.19K
$406K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
640+ 11.43% |
$49.3K - $50.3K
|
6.24K
$489K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
640+ 4.46% |
$49.3K - $50.3K
|
15K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
635New |
$48.9K - $49.9K
|
635
$49.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
626+ 8.54% |
$48.2K - $49.2K
|
7.96K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
612+ 0.78% |
$47.1K - $48.1K
|
79.5K
$6.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
611New |
$47.1K - $48K
|
611
$47.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
607+ 0.24% |
$46.8K - $47.7K
|
256K
$20.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
603+ 0.19% |
$46.4K - $47.4K
|
315K
$24.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
600+ 0.3% |
$46.2K - $47.1K
|
202K
$15.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
589+ 1.35% |
$45.4K - $46.3K
|
44.2K
$3.47M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
578+ 3.05% |
$44.5K - $45.4K
|
19.5K
$1.53M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
573+ 1.08% |
$44.1K - $45K
|
53.4K
$4.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
567+ 14.86% |
$43.7K - $44.6K
|
4.38K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
560+ 10.75% |
$43.1K - $44K
|
5.77K
$452K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
557+ 7.34% |
$42.9K - $43.8K
|
8.15K
$639K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
551+ 2.45% |
$42.4K - $43.3K
|
23.1K
$1.81M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
550New |
$42.4K - $43.2K
|
550
$43.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
550New |
$42.4K - $43.2K
|
550
$43.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
549+ 2.26% |
$42.3K - $43.1K
|
24.8K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
542+ 1.4% |
$41.7K - $42.6K
|
39.2K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
526+ 31.33% |
$40.5K - $41.3K
|
2.21K
$173K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
510+ 9.29% |
$39.3K - $40.1K
|
6K
$470K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
510+ 26.84% |
$39.3K - $40.1K
|
2.41K
$189K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
510+ 8.08% |
$39.3K - $40.1K
|
6.83K
$535K
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
497+ 0.15% |
$38.3K - $39.1K
|
326K
$25.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
492+ 1.08% |
$37.9K - $38.7K
|
46.1K
$3.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
473+ 18.92% |
$36.4K - $37.2K
|
2.97K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
470+ 3.26% |
$36.2K - $36.9K
|
14.9K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
466+ 8.29% |
$35.9K - $36.6K
|
6.09K
$477K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
465+ 6.63% |
$35.8K - $36.5K
|
7.48K
$586K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
450+ 15.78% |
$34.7K - $35.4K
|
3.3K
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
439+ 2.4% |
$33.8K - $34.5K
|
18.7K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
437+ 1.38% |
$33.7K - $34.3K
|
32.1K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
433+ 0.18% |
$33.3K - $34K
|
246K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
432+ 7.42% |
$33.3K - $33.9K
|
6.25K
$490K
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
427+ 4.14% |
$32.9K - $33.6K
|
10.7K
$841K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
426+ 3.9% |
$32.8K - $33.5K
|
11.4K
$890K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
420New |
$32.3K - $33K
|
420
$32.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
400+ 2.42% |
$30.8K - $31.4K
|
16.9K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
400+ 2.28% |
$30.8K - $31.4K
|
17.9K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
400+ 0.71% |
$30.8K - $31.4K
|
57K
$4.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
399+ 4.69% |
$30.7K - $31.4K
|
8.91K
$698K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
397New |
$30.6K - $31.2K
|
397
$31.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
392+ 201.03% |
$30.2K - $30.8K
|
587
$46K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
383+ 2.73% |
$29.5K - $30.1K
|
14.4K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
368+ 4.31% |
$28.3K - $28.9K
|
8.91K
$698K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
358+ 1.49% |
$27.6K - $28.1K
|
24.4K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
355+ 1.6% |
$27.3K - $27.9K
|
22.5K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
350+ 0.59% |
$27K - $27.5K
|
59.8K
$4.68M
|