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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
7.39K+ 202.08% |
$564K - $571K
|
11.1K
$866K
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.62KNew |
$352K - $357K
|
4.62K
$362K
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.52KNew |
$345K - $349K
|
4.52K
$354K
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 59.81% |
$343K - $347K
|
12K
$940K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.43KNew |
$338K - $342K
|
4.43K
$347K
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.14KNew |
$240K - $243K
|
3.14K
$246K
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
3.11KNew |
$237K - $240K
|
3.11K
$244K
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3K+ 62.17% |
$229K - $232K
|
7.83K
$614K
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3KNew |
$229K - $232K
|
3K
$235K
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.99KNew |
$228K - $231K
|
2.99K
$234K
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.74KNew |
$209K - $212K
|
2.74K
$215K
|
|
May 06, 2024
Q1 2024
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
2.67K+ 6.4% |
$204K - $206K
|
44.4K
$3.48M
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.01K+ 51.63% |
$154K - $156K
|
5.91K
$463K
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
1.83K+ 29.22% |
$139K - $141K
|
8.07K
$632K
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.11KNew |
$84.4K - $85.4K
|
1.11K
$86.6K
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
707New |
$54K - $54.6K
|
707
$55.4K
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
639+ 22.03% |
$48.8K - $49.4K
|
3.54K
$277K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
475New |
$36.3K - $36.7K
|
475
$37.2K
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
330New |
$25.2K - $25.5K
|
330
$25.9K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
230New |
$17.6K - $17.8K
|
230
$18K
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
195+ 4.97% |
$14.9K - $15.1K
|
4.12K
$323K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
162New |
$12.4K - $12.5K
|
162
$12.7K
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
148+ 1.1% |
$11.3K - $11.4K
|
13.6K
$1.06M
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
119+ 2.95% |
$9.08K - $9.19K
|
4.15K
$326K
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
113+ 3.96% |
$8.63K - $8.73K
|
2.97K
$232K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
68+ 1.73% |
$5.19K - $5.25K
|
3.99K
$313K
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
53+ 1.0% |
$4.05K - $4.09K
|
5.33K
$418K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
50+ 12.85% |
$3.82K - $3.86K
|
439
$34.4K
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
39New |
$2.98K - $3.01K
|
39
$3.06K
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
BUY
|
- |
35+ 0.61% |
$2.67K - $2.7K
|
5.78K
$453K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
32New |
$2.44K - $2.47K
|
32
$2.51K
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
28+ 11.72% |
$2.14K - $2.16K
|
267
$20.9K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10New |
$763 - $773
|
10
$784
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
140KNew |
$10.5M - $10.8M
|
140K
$11M
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
69.1K+ 49.84% |
$5.16M - $5.33M
|
208K
$16.3M
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
27.7KNew |
$2.07M - $2.13M
|
27.7K
$2.17M
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
18.7K+ 4.49% |
$1.39M - $1.44M
|
435K
$34.1M
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13.3KNew |
$995K - $1.03M
|
13.3K
$1.04M
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
12.9KNew |
$964K - $995K
|
12.9K
$1.01M
|
|
Jan 29, 2024
Q4 2023
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
10K+ 76.92% |
$746K - $770K
|
23K
$1.8M
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
9.92KNew |
$741K - $764K
|
9.92K
$778K
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
8.79KNew |
$656K - $677K
|
8.79K
$688K
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
7.73K+ 70.15% |
$577K - $596K
|
18.8K
$1.47M
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.11KNew |
$456K - $470K
|
6.11K
$478K
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5.03KNew |
$375K - $387K
|
5.03K
$394K
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
4.36KNew |
$325K - $336K
|
4.36K
$342K
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
4KNew |
$299K - $308K
|
4K
$313K
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.67KNew |
$274K - $283K
|
3.67K
$288K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
3.6KNew |
$269K - $277K
|
3.6K
$282K
|