Institutional Ownership Vanguard Bd Index Fd Inc Short (BSV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Short (BSV). We have compiled data on the 1,215 institutions that hold shares in the stock, with a total of 363 Million shares, which have been reported (via 13F filing form) to have a value of $28.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Trajan Wealth LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
179,615
shares
|
$14.2 Million
0.88% of portfolio
|
Q2 2024
Added 18.4%
|
|
Evolution Advisers, Inc.
|
Jul 26, 2024 Q2 2024 |
178,934
shares
|
$14.1 Million
8.1% of portfolio
|
Q2 2024
Added 7.09%
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Aug 06, 2024 Q2 2024 |
178,902
shares
|
$14.1 Million
10.17% of portfolio
|
Q2 2024
Added 3.95%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
178,321
shares
|
$14.1 Million
0.89% of portfolio
|
Q2 2024
New holding
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
175,839
shares
|
$13.9 Million
0.39% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
Monumental Financial Group Inc.
|
Aug 05, 2024 Q2 2024 |
174,422
shares
|
$13.7 Million
5.9% of portfolio
|
Q2 2024
Added 8.73%
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 10, 2024 Q2 2024 |
173,930
shares
|
$13.7 Million
1.01% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
Bay Harbor Wealth Management, LLC
|
Jul 24, 2024 Q2 2024 |
172,127
shares
|
$13.6 Million
4.65% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
Your Advocates Ltd., LLP
Houston, TX |
Jul 29, 2024 Q2 2024 |
172,104
shares
|
$13.6 Million
7.33% of portfolio
|
Q2 2024
Added 11.75%
|
|
Apcm Wealth Management For Individuals
|
Jul 22, 2024 Q2 2024 |
171,764
shares
|
$13.5 Million
2.05% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 12, 2024 Q2 2024 |
169,665
shares
|
$13.4 Million
6.91% of portfolio
|
Q2 2024
Added 10.34%
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 16, 2024 Q2 2024 |
169,649
shares
|
$13.4 Million
12.45% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Safir Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
167,937
shares
|
$13.2 Million
10.56% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
164,841
shares
|
$13 Million
0.26% of portfolio
|
Q2 2024
Reduced 6.82%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
164,500
shares
|
$13 Million
0.36% of portfolio
|
Q2 2024
Added 23.91%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
163,788
shares
|
$12.9 Million
7.14% of portfolio
|
Q2 2022
New holding
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
163,466
shares
|
$12.9 Million
0.28% of portfolio
|
Q2 2024
Added 6.06%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
162,325
shares
|
$12.8 Million
0.08% of portfolio
|
Q2 2024
Reduced 11.61%
|
|
Level Financial Advisors, Inc.
|
Jul 23, 2024 Q2 2024 |
161,770
shares
|
$12.8 Million
5.7% of portfolio
|
Q2 2024
Added 0.76%
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
161,608
shares
|
$12.7 Million
9.73% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
161,439
shares
|
$12.7 Million
0.23% of portfolio
|
Q2 2024
Reduced 73.09%
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
161,076
shares
|
$12.7 Million
4.54% of portfolio
|
Q3 2023
Added 2.55%
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
159,895
shares
|
$12.6 Million
3.73% of portfolio
|
Q1 2023
Added 0.13%
|
|
Olio Financial Planning
|
Jul 12, 2024 Q2 2024 |
159,289
shares
|
$12.6 Million
4.88% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
155,961
shares
|
$12.3 Million
1.77% of portfolio
|
Q2 2023
Added 228.66%
|