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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.48KNew |
$260K - $268K
|
3.48K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.42KNew |
$255K - $264K
|
3.42K
$268K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
3.26KNew |
$244K - $251K
|
3.26K
$256K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.96KNew |
$221K - $228K
|
2.96K
$232K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.87KNew |
$214K - $221K
|
2.87K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.85KNew |
$212K - $219K
|
2.85K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.66KNew |
$198K - $205K
|
2.66K
$208K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.64KNew |
$197K - $203K
|
2.64K
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.63KNew |
$196K - $202K
|
2.63K
$206K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.63KNew |
$196K - $202K
|
2.63K
$206K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.62KNew |
$195K - $201K
|
2.62K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
2.46KNew |
$184K - $189K
|
2.46K
$193K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.65KNew |
$123K - $127K
|
1.65K
$129K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.27K+ 9.46% |
$94.5K - $97.5K
|
14.7K
$1.15M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
968New |
$72.3K - $74.6K
|
968
$75.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
891New |
$66.5K - $68.6K
|
891
$69.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
854+ 29.83% |
$63.7K - $65.8K
|
3.72K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
808New |
$60.3K - $62.2K
|
808
$63.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
699New |
$52.2K - $53.8K
|
699
$54.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
324New |
$24.2K - $25K
|
324
$25.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
300New |
$22.4K - $23.1K
|
300
$23.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
255New |
$19K - $19.6K
|
255
$20K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
246New |
$18.4K - $18.9K
|
246
$19.3K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
174New |
$13K - $13.4K
|
174
$13.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
140New |
$10.4K - $10.8K
|
140
$11K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
100New |
$7.46K - $7.7K
|
100
$7.84K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
80New |
$5.97K - $6.16K
|
80
$6.27K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
79+ 0.98% |
$5.9K - $6.09K
|
8.11K
$636K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
70New |
$5.22K - $5.39K
|
70
$5.49K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
70+ 67.31% |
$5.22K - $5.39K
|
174
$13.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
62New |
$4.63K - $4.78K
|
62
$4.86K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
33+ 1.11% |
$2.46K - $2.54K
|
3.01K
$235K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
29+ 1.01% |
$2.16K - $2.23K
|
2.91K
$228K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
27New |
$2.02K - $2.08K
|
27
$2.12K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
23+ 0.14% |
$1.72K - $1.77K
|
16.4K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
15New |
$1.12K - $1.16K
|
15
$1.18K
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
BUY
|
- |
15+ 0.02% |
$1.12K - $1.16K
|
88.6K
$6.95M
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
9New |
$672 - $693
|
9
$705
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5New |
$373 - $385
|
5
$392
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5+ 0.15% |
$373 - $385
|
3.33K
$261K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.33% |
$74.6 - $77
|
76
$5.96K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.19% |
$74.6 - $77
|
515
$40.4K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
19.7K+ 9.64% |
$1.47M - $1.49M
|
224K
$17.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
11.3KNew |
$846K - $856K
|
11.3K
$884K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
10.3KNew |
$772K - $781K
|
10.3K
$806K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
7.9KNew |
$592K - $599K
|
7.9K
$619K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.46K+ 8.58% |
$334K - $339K
|
56.4K
$4.42M
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
4.1KNew |
$307K - $311K
|
4.1K
$321K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.01K+ 2.55% |
$300K - $304K
|
161K
$12.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.79KNew |
$284K - $287K
|
3.79K
$297K
|
|