Latest Institutional Purchases of Vanguard Bd Index Fd Inc Short (BSV)
This list provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Short (BSV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
20.8K+ 6.53% |
$1.58M - $1.6M
|
339K
$26.4M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.9KNew |
$1.35M - $1.37M
|
17.9K
$1.39M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
8.23K+ 24.43% |
$624K - $631K
|
41.9K
$3.26M
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
6.31K+ 100.0% |
$479K - $485K
|
12.6K
$983K
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
6K+ 2.23% |
$455K - $461K
|
275K
$21.4M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.12K+ 11.11% |
$388K - $393K
|
51.2K
$3.99M
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
4.88KNew |
$370K - $374K
|
4.88K
$380K
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
4.85KNew |
$367K - $372K
|
4.85K
$377K
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
4.11KNew |
$312K - $316K
|
4.11K
$320K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.73K+ 9.24% |
$283K - $286K
|
44.1K
$3.43M
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
3.35KNew |
$254K - $257K
|
3.35K
$261K
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.34KNew |
$253K - $256K
|
3.34K
$260K
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3.22KNew |
$244K - $247K
|
3.22K
$251K
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3.08KNew |
$233K - $236K
|
3.08K
$240K
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
3.04KNew |
$231K - $233K
|
3.04K
$237K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.03KNew |
$230K - $233K
|
3.03K
$236K
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.87KNew |
$217K - $220K
|
2.87K
$223K
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.86KNew |
$217K - $219K
|
2.86K
$223K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.29KNew |
$97.9K - $99.2K
|
1.29K
$101K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
724New |
$54.9K - $55.6K
|
724
$56.4K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
518New |
$39.3K - $39.8K
|
518
$40.3K
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
514+ 0.34% |
$39K - $39.5K
|
150K
$11.7M
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
500+ 47.89% |
$37.9K - $38.4K
|
1.54K
$120K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
390New |
$29.6K - $29.9K
|
390
$30.4K
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
271+ 6.65% |
$20.5K - $20.8K
|
4.34K
$338K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
187New |
$14.2K - $14.4K
|
187
$14.6K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
170+ 0.34% |
$12.9K - $13K
|
49.6K
$3.86M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
107New |
$8.11K - $8.21K
|
107
$8.33K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
64New |
$4.85K - $4.91K
|
64
$4.98K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 4.76% |
$758 - $768
|
220
$17.1K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8+ 0.23% |
$606 - $614
|
3.47K
$270K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
7New |
$531 - $537
|
7
$545
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
198K+ 195.4% |
$15.1M - $15.3M
|
300K
$23.3M
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
78.8KNew |
$6.02M - $6.09M
|
78.8K
$6.14M
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
40.4KNew |
$3.08M - $3.12M
|
40.4K
$3.15M
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
39.4K+ 42.47% |
$3.01M - $3.04M
|
132K
$10.3M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
28.1KNew |
$2.14M - $2.17M
|
28.1K
$2.18M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
18.5KNew |
$1.41M - $1.43M
|
18.5K
$1.44M
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
13.3K+ 88.5% |
$1.01M - $1.03M
|
28.3K
$2.21M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
7.93KNew |
$605K - $613K
|
7.93K
$618K
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7.46KNew |
$569K - $576K
|
7.46K
$581K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
7.39K+ 202.08% |
$564K - $571K
|
11.1K
$861K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.32K+ 1904.52% |
$483K - $488K
|
6.66K
$518K
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.62KNew |
$352K - $357K
|
4.62K
$359K
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.52KNew |
$345K - $349K
|
4.52K
$352K
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 59.81% |
$343K - $347K
|
12K
$935K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.43KNew |
$338K - $342K
|
4.43K
$345K
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.14KNew |
$240K - $243K
|
3.14K
$245K
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
3.11KNew |
$237K - $240K
|
3.11K
$242K
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3K+ 62.17% |
$229K - $232K
|
7.83K
$610K
|