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 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
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
526+ 31.33% |
$40.5K - $41.3K
|
2.21K
$172K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
510+ 9.29% |
$39.3K - $40.1K
|
6K
$468K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
510+ 26.84% |
$39.3K - $40.1K
|
2.41K
$188K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
510+ 8.08% |
$39.3K - $40.1K
|
6.83K
$533K
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
497+ 0.15% |
$38.3K - $39.1K
|
326K
$25.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
492+ 1.08% |
$37.9K - $38.7K
|
46.1K
$3.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
473+ 18.92% |
$36.4K - $37.2K
|
2.97K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
470+ 3.26% |
$36.2K - $36.9K
|
14.9K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
466+ 8.29% |
$35.9K - $36.6K
|
6.09K
$476K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
465+ 6.63% |
$35.8K - $36.5K
|
7.48K
$584K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
450+ 15.78% |
$34.7K - $35.4K
|
3.3K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
439+ 2.4% |
$33.8K - $34.5K
|
18.7K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
437+ 1.38% |
$33.7K - $34.3K
|
32.1K
$2.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
433+ 0.18% |
$33.3K - $34K
|
246K
$19.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
432+ 7.42% |
$33.3K - $33.9K
|
6.25K
$488K
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
427+ 4.14% |
$32.9K - $33.6K
|
10.7K
$839K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
426+ 3.9% |
$32.8K - $33.5K
|
11.4K
$887K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
420New |
$32.3K - $33K
|
420
$32.8K
|
|
|
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
$4.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
399+ 4.69% |
$30.7K - $31.4K
|
8.91K
$696K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
397New |
$30.6K - $31.2K
|
397
$31K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
392+ 201.03% |
$30.2K - $30.8K
|
587
$45.9K
|
|
|
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
$696K
|
|
|
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
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
350+ 0.59% |
$27K - $27.5K
|
59.8K
$4.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
347New |
$26.7K - $27.3K
|
347
$27.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
336+ 275.41% |
$25.9K - $26.4K
|
458
$35.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
335+ 6.85% |
$25.8K - $26.3K
|
5.23K
$408K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
331+ 1.05% |
$25.5K - $26K
|
31.7K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
327New |
$25.2K - $25.7K
|
327
$25.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
326+ 5.52% |
$25.1K - $25.6K
|
6.23K
$487K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
325+ 8.95% |
$25K - $25.5K
|
3.96K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
322+ 5.03% |
$24.8K - $25.3K
|
6.72K
$525K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
318+ 1.44% |
$24.5K - $25K
|
22.5K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
305+ 1.9% |
$23.5K - $24K
|
16.3K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
300+ 5.12% |
$23.1K - $23.6K
|
6.17K
$482K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
288New |
$22.2K - $22.6K
|
288
$22.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
281+ 2.48% |
$21.6K - $22.1K
|
11.6K
$907K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
277+ 5.47% |
$21.3K - $21.8K
|
5.34K
$417K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
274+ 9133.33% |
$21.1K - $21.5K
|
277
$21.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
272New |
$20.9K - $21.4K
|
272
$21.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
250+ 1.95% |
$19.3K - $19.6K
|
13.1K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
248+ 8.5% |
$19.1K - $19.5K
|
3.17K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
243+ 6.46% |
$18.7K - $19.1K
|
4K
$313K
|