Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-5- 0.06% |
$382 - $386
|
8.35K
$646K
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-6- 0.14% |
$458 - $464
|
4.41K
$341K
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9- 0.01% |
$687 - $695
|
118K
$9.14M
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-10- 0.83% |
$763 - $773
|
1.19K
$91.9K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-11- 1.14% |
$840 - $850
|
951
$73.5K
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-12- 0.05% |
$916 - $927
|
22.9K
$1.77M
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-12- 0.09% |
$916 - $927
|
13K
$1.01M
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-20- 0.67% |
$1.53K - $1.55K
|
2.97K
$230K
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-20- 0.27% |
$1.53K - $1.55K
|
7.52K
$582K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-31- 54.39% |
$2.37K - $2.39K
|
26
$2.01K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-32- 46.38% |
$2.44K - $2.47K
|
37
$2.86K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-38- 0.86% |
$2.9K - $2.94K
|
4.38K
$339K
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-40- 1.2% |
$3.05K - $3.09K
|
3.29K
$254K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-40- 1.09% |
$3.05K - $3.09K
|
3.62K
$280K
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-40- 0.74% |
$3.05K - $3.09K
|
5.36K
$415K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-40- 86.96% |
$3.05K - $3.09K
|
6
$464
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-44- 0.16% |
$3.36K - $3.4K
|
27.2K
$2.1M
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-46- 13.57% |
$3.51K - $3.55K
|
293
$22.7K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-49- 33.79% |
$3.74K - $3.79K
|
96
$7.42K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-52- 4.97% |
$3.97K - $4.02K
|
994
$76.9K
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-60- 1.81% |
$4.58K - $4.64K
|
3.25K
$251K
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-64- 0.23% |
$4.89K - $4.94K
|
27.5K
$2.13M
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-66- 2.31% |
$5.04K - $5.1K
|
2.8K
$216K
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-66- 1.84% |
$5.04K - $5.1K
|
3.53K
$273K
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-70- 0.46% |
$5.34K - $5.41K
|
15.2K
$1.18M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-71- 1.53% |
$5.42K - $5.48K
|
4.56K
$353K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-73- 1.34% |
$5.57K - $5.64K
|
5.37K
$415K
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-75- 0.54% |
$5.73K - $5.79K
|
13.7K
$1.06M
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-83- 0.03% |
$6.34K - $6.41K
|
320K
$24.8M
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-86- 3.7% |
$6.57K - $6.64K
|
2.24K
$173K
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-88- 5.58% |
$6.72K - $6.8K
|
1.49K
$115K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-88Closed |
$6.72K - $6.8K
|
0
$0
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-89- 0.24% |
$6.79K - $6.88K
|
37.2K
$2.88M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-90- 1.82% |
$6.87K - $6.95K
|
4.86K
$376K
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-92- 1.26% |
$7.02K - $7.11K
|
7.23K
$559K
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-93- 0.38% |
$7.1K - $7.18K
|
24.2K
$1.87M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-99- 2.83% |
$7.56K - $7.65K
|
3.4K
$263K
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 1.16% |
$7.63K - $7.73K
|
8.49K
$656K
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
SELL
|
- |
-103- 0.64% |
$7.86K - $7.96K
|
16K
$1.24M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-103- 1.52% |
$7.86K - $7.96K
|
6.67K
$516K
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-111- 1.05% |
$8.47K - $8.57K
|
10.5K
$812K
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-112- 1.87% |
$8.55K - $8.65K
|
5.87K
$454K
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-115- 1.25% |
$8.78K - $8.88K
|
9.11K
$704K
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-117- 4.21% |
$8.93K - $9.04K
|
2.66K
$206K
|
|
May 13, 2024
Q1 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-122- 2.19% |
$9.31K - $9.42K
|
5.46K
$422K
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-124- 3.76% |
$9.47K - $9.58K
|
3.17K
$245K
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-125- 0.16% |
$9.54K - $9.66K
|
79.3K
$6.13M
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-135- 3.28% |
$10.3K - $10.4K
|
3.98K
$308K
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-139- 0.59% |
$10.6K - $10.7K
|
23.4K
$1.81M
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-139- 4.38% |
$10.6K - $10.7K
|
3.04K
$235K
|