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 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-316- 2.16% |
$24.3K - $24.8K
|
14.3K
$1.11M
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-318- 1.97% |
$24.5K - $25K
|
15.8K
$1.22M
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-333- 0.97% |
$25.6K - $26.2K
|
33.8K
$2.62M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-355- 71.0% |
$27.3K - $27.9K
|
145
$11.2K
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-383- 2.85% |
$29.5K - $30.1K
|
13.1K
$1.01M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-397- 72.31% |
$30.6K - $31.2K
|
152
$11.8K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-418- 13.59% |
$32.2K - $32.8K
|
2.66K
$206K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-454- 3.13% |
$35K - $35.7K
|
14K
$1.09M
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-458- 2.36% |
$35.3K - $36K
|
18.9K
$1.46M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-490- 1.0% |
$37.7K - $38.5K
|
48.7K
$3.77M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-502- 7.66% |
$38.7K - $39.4K
|
6.05K
$468K
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-535- 15.94% |
$41.2K - $42K
|
2.82K
$218K
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-537- 13.61% |
$41.4K - $42.2K
|
3.41K
$264K
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-550- 3.13% |
$42.4K - $43.2K
|
17K
$1.32M
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-584- 7.07% |
$45K - $45.9K
|
7.67K
$593K
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-600- 6.9% |
$46.2K - $47.1K
|
8.09K
$626K
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-618- 1.0% |
$47.6K - $48.6K
|
61K
$4.72M
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-700- 19.94% |
$53.9K - $55K
|
2.81K
$217K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-722- 7.34% |
$55.6K - $56.7K
|
9.11K
$705K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-725- 4.17% |
$55.8K - $57K
|
16.7K
$1.29M
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-793- 2.99% |
$61.1K - $62.3K
|
25.7K
$1.99M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-794- 0.7% |
$61.2K - $62.4K
|
112K
$8.66M
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-813- 2.08% |
$62.6K - $63.9K
|
38.2K
$2.96M
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-857- 86.48% |
$66K - $67.3K
|
134
$10.4K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-868- 29.63% |
$66.9K - $68.2K
|
2.06K
$159K
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-888- 2.44% |
$68.4K - $69.8K
|
35.5K
$2.75M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-908- 5.6% |
$69.9K - $71.4K
|
15.3K
$1.18M
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-925- 2.31% |
$71.2K - $72.7K
|
39.1K
$3.02M
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-926- 3.19% |
$71.3K - $72.8K
|
28.1K
$2.18M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-961- 26.87% |
$74K - $75.5K
|
2.62K
$202K
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-975- 1.35% |
$75.1K - $76.6K
|
71K
$5.5M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.05K- 12.45% |
$81.1K - $82.7K
|
7.4K
$573K
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.1K- 1.41% |
$85K - $86.7K
|
77.1K
$5.97M
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.13K- 8.51% |
$87.3K - $89K
|
12.2K
$943K
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.16K- 9.65% |
$89.3K - $91.1K
|
10.8K
$839K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 18.83% |
$90.3K - $92.2K
|
5.06K
$391K
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.36K- 0.76% |
$105K - $107K
|
177K
$13.7M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.38K- 26.54% |
$106K - $109K
|
3.83K
$296K
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-1.51K- 3.56% |
$116K - $118K
|
40.8K
$3.15M
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-1.52K- 2.86% |
$117K - $120K
|
51.6K
$3.99M
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.55K- 2.09% |
$119K - $122K
|
72.7K
$5.62M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.69K- 4.63% |
$130K - $133K
|
34.7K
$2.69M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.76K- 10.04% |
$136K - $138K
|
15.8K
$1.22M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.77K- 39.82% |
$136K - $139K
|
2.67K
$206K
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.84K- 8.78% |
$142K - $145K
|
19.1K
$1.48M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.22K- 6.44% |
$171K - $175K
|
32.3K
$2.5M
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.25K- 6.77% |
$173K - $177K
|
31K
$2.4M
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 6.92% |
$188K - $192K
|
32.9K
$2.54M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.5K- 4.67% |
$192K - $196K
|
50.9K
$3.94M
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-2.61K- 15.2% |
$201K - $205K
|
14.6K
$1.13M
|