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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
241+ 0.63% |
$18.6K - $18.9K
|
38.7K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
239+ 0.8% |
$18.4K - $18.8K
|
30.1K
$2.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
237+ 0.96% |
$18.3K - $18.6K
|
24.8K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
232+ 2.0% |
$17.9K - $18.2K
|
11.8K
$923K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
216New |
$16.6K - $17K
|
216
$16.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
211+ 152.9% |
$16.3K - $16.6K
|
349
$27.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
211New |
$16.3K - $16.6K
|
211
$16.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
211+ 5.49% |
$16.3K - $16.6K
|
4.06K
$317K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
204New |
$15.7K - $16K
|
204
$15.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
204+ 0.8% |
$15.7K - $16K
|
25.5K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
201+ 2.85% |
$15.5K - $15.8K
|
7.25K
$566K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
173+ 0.46% |
$13.3K - $13.6K
|
37.8K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
172+ 3.29% |
$13.2K - $13.5K
|
5.41K
$422K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
168+ 1.08% |
$12.9K - $13.2K
|
15.7K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
165New |
$12.7K - $13K
|
165
$12.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
164+ 0.41% |
$12.6K - $12.9K
|
40.6K
$3.17M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
160+ 1.83% |
$12.3K - $12.6K
|
8.92K
$696K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
157+ 2.43% |
$12.1K - $12.3K
|
6.63K
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
156+ 1.17% |
$12K - $12.3K
|
13.5K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
154+ 4.94% |
$11.9K - $12.1K
|
3.27K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
149+ 0.59% |
$11.5K - $11.7K
|
25.4K
$1.99M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
148+ 2.62% |
$11.4K - $11.6K
|
5.8K
$453K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
147+ 4900.0% |
$11.3K - $11.6K
|
150
$11.7K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
143New |
$11K - $11.2K
|
143
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
142New |
$10.9K - $11.2K
|
142
$11.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
141+ 0.26% |
$10.9K - $11.1K
|
53.9K
$4.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
138+ 4.65% |
$10.6K - $10.8K
|
3.11K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
133+ 0.29% |
$10.2K - $10.5K
|
45.9K
$3.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
130+ 5.0% |
$10K - $10.2K
|
2.73K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
129+ 0.31% |
$9.94K - $10.1K
|
41.5K
$3.24M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
120+ 0.7% |
$9.24K - $9.43K
|
17.2K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
119+ 1.04% |
$9.17K - $9.35K
|
11.6K
$907K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
105+ 1.96% |
$8.09K - $8.25K
|
5.46K
$426K
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
104+ 0.07% |
$8.01K - $8.17K
|
147K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
104+ 4.42% |
$8.01K - $8.17K
|
2.46K
$192K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
103+ 0.33% |
$7.93K - $8.09K
|
31.7K
$2.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
103+ 0.67% |
$7.93K - $8.09K
|
15.6K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
100+ 0.22% |
$7.7K - $7.86K
|
46.5K
$3.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 34.84% |
$7.7K - $7.86K
|
387
$30.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
95+ 0.47% |
$7.32K - $7.47K
|
20.3K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
91+ 1.62% |
$7.01K - $7.15K
|
5.72K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
85+ 1.0% |
$6.55K - $6.68K
|
8.57K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
85+ 0.87% |
$6.55K - $6.68K
|
9.81K
$766K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
84New |
$6.47K - $6.6K
|
84
$6.56K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
81New |
$6.24K - $6.36K
|
81
$6.33K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
81+ 1.02% |
$6.24K - $6.36K
|
8.06K
$629K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
79+ 2.63% |
$6.08K - $6.21K
|
3.09K
$241K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
79+ 0.23% |
$6.08K - $6.21K
|
34.1K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
75+ 5.74% |
$5.78K - $5.89K
|
1.38K
$108K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
72+ 1.16% |
$5.55K - $5.66K
|
6.26K
$489K
|