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
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.8K- 2.24% |
$215K - $220K
|
122K
$9.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.84K- 13.43% |
$219K - $223K
|
18.3K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.35K- 92.32% |
$258K - $263K
|
279
$21.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.47K- 50.71% |
$267K - $272K
|
3.37K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.74K- 4.78% |
$288K - $294K
|
74.5K
$5.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
SELL
|
- |
-3.8K- 27.64% |
$293K - $299K
|
9.96K
$770K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.96K- 3.54% |
$305K - $311K
|
108K
$8.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.14K- 22.47% |
$396K - $404K
|
17.7K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-5.17K- 6.45% |
$398K - $406K
|
75K
$5.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.44K- 47.74% |
$419K - $427K
|
5.95K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-5.58K- 33.23% |
$429K - $438K
|
11.2K
$866K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5.72K- 13.08% |
$441K - $450K
|
38K
$2.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-6.65K- 38.59% |
$512K - $522K
|
10.6K
$819K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.05K- 5.97% |
$543K - $554K
|
111K
$8.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-10K- 67.91% |
$770K - $786K
|
4.73K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-10K- 4.27% |
$773K - $789K
|
225K
$17.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-10.4K- 13.86% |
$801K - $817K
|
64.6K
$5M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-10.5K- 11.89% |
$809K - $825K
|
77.9K
$6.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.4K- 8.55% |
$880K - $898K
|
122K
$9.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-14.5K- 5.5% |
$1.12M - $1.14M
|
250K
$19.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.7K- 99.91% |
$1.44M - $1.47M
|
17
$1.31K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-24.9K- 30.28% |
$1.92M - $1.96M
|
57.4K
$4.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25K- 35.96% |
$1.92M - $1.96M
|
44.4K
$3.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-48.5K- 92.14% |
$3.73M - $3.81M
|
4.14K
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-52.2K- 93.13% |
$4.02M - $4.1M
|
3.85K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-52.4K- 15.37% |
$4.04M - $4.12M
|
289K
$22.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-67.3K- 3.57% |
$5.18M - $5.29M
|
1.82M
$140M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-121K- 76.18% |
$9.36M - $9.55M
|
38K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-124K- 71.15% |
$9.54M - $9.74M
|
50.2K
$3.89M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-233K- 11.47% |
$18M - $18.3M
|
1.8M
$139M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-308K- 91.14% |
$23.7M - $24.2M
|
30K
$2.32M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.22M- 98.83% |
$94M - $96M
|
14.4K
$1.12M
|