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 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-906- 3.0% |
$69.8K - $71.2K
|
29.2K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-908- 5.6% |
$69.9K - $71.4K
|
15.3K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-925- 2.31% |
$71.2K - $72.7K
|
39.1K
$3.03M
|
|
|
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
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-975- 1.35% |
$75.1K - $76.6K
|
71K
$5.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-983- 14.51% |
$75.7K - $77.2K
|
5.79K
$449K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-996- 1.72% |
$76.7K - $78.3K
|
57K
$4.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.02K- 4.03% |
$78.2K - $79.8K
|
24.2K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.05K- 12.45% |
$81.1K - $82.7K
|
7.4K
$574K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.1K- 1.41% |
$85K - $86.7K
|
77.1K
$5.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.11K- 98.31% |
$85.3K - $87.1K
|
19
$1.47K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.13K- 8.51% |
$87.3K - $89K
|
12.2K
$946K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.14K- 2.3% |
$87.6K - $89.3K
|
48.4K
$3.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.15K- 2.02% |
$88.2K - $90K
|
55.5K
$4.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.16K- 9.65% |
$89.3K - $91.1K
|
10.8K
$842K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.16K- 2.87% |
$89.3K - $91.2K
|
39.3K
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 18.83% |
$90.3K - $92.2K
|
5.06K
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 43.03% |
$91.8K - $93.7K
|
1.58K
$122K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.2K- 12.44% |
$92.7K - $94.6K
|
8.47K
$657K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.32K- 43.92% |
$102K - $104K
|
1.69K
$131K
|
|
|
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
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-1.51K- 3.56% |
$116K - $118K
|
40.8K
$3.16M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-1.52K- 2.86% |
$117K - $120K
|
51.6K
$4M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.55K- 2.09% |
$119K - $122K
|
72.7K
$5.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 12.66% |
$121K - $124K
|
10.9K
$844K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.69K- 4.63% |
$130K - $133K
|
34.7K
$2.7M
|
|
|
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
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.84K- 8.78% |
$142K - $145K
|
19.1K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.98K- 37.49% |
$152K - $156K
|
3.3K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.22K- 6.44% |
$171K - $175K
|
32.3K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.25K- 6.77% |
$173K - $177K
|
31K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.37K- 47.4% |
$182K - $186K
|
2.63K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.4K- 5.93% |
$184K - $188K
|
38K
$2.95M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 6.92% |
$188K - $192K
|
32.9K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.5K- 4.67% |
$192K - $196K
|
50.9K
$3.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.51K- 8.41% |
$193K - $197K
|
27.3K
$2.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-2.61K- 15.2% |
$201K - $205K
|
14.6K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-2.65K- 2.34% |
$204K - $208K
|
110K
$8.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.76K- 1.63% |
$212K - $217K
|
166K
$12.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.8K- 2.24% |
$215K - $220K
|
122K
$9.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.84K- 13.43% |
$219K - $223K
|
18.3K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.13K- 19.09% |
$241K - $246K
|
13.3K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.18K- 2.05% |
$245K - $249K
|
152K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.25K- 7.76% |
$250K - $256K
|
38.6K
$3M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.35K- 92.32% |
$258K - $263K
|
279
$21.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.45K- 7.01% |
$266K - $271K
|
45.8K
$3.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.47K- 50.71% |
$267K - $272K
|
3.37K
$261K
|