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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.3K- 60.23% |
$98.9K - $100K
|
855
$66.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.31K- 7.61% |
$100K - $101K
|
15.9K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.34K- 16.09% |
$102K - $104K
|
6.99K
$542K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-1.35K- 2.76% |
$103K - $104K
|
47.6K
$3.7M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.37K- 0.7% |
$105K - $106K
|
196K
$15.2M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.38K- 1.29% |
$105K - $107K
|
105K
$8.18M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.39K- 2.4% |
$106K - $107K
|
56.5K
$4.39M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.39K- 3.54% |
$106K - $108K
|
37.9K
$2.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.43K- 13.09% |
$109K - $110K
|
9.48K
$735K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-1.44K- 33.96% |
$110K - $111K
|
2.8K
$217K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.46K- 21.43% |
$111K - $113K
|
5.35K
$415K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.51K- 18.91% |
$115K - $117K
|
6.48K
$503K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.53K- 3.96% |
$117K - $118K
|
37.2K
$2.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.54K- 13.05% |
$117K - $119K
|
10.2K
$794K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.55K- 24.88% |
$118K - $119K
|
4.67K
$362K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.57K- 6.9% |
$119K - $121K
|
21.1K
$1.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.57K- 28.64% |
$120K - $121K
|
3.92K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.6K- 13.24% |
$122K - $124K
|
10.5K
$813K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.64K- 10.18% |
$125K - $127K
|
14.5K
$1.12M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.7K- 1.36% |
$130K - $131K
|
124K
$9.59M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.7K- 2.53% |
$130K - $131K
|
65.4K
$5.08M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.7K- 80.39% |
$130K - $131K
|
415
$32.2K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.71K- 38.31% |
$130K - $132K
|
2.75K
$213K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.72K- 13.22% |
$131K - $132K
|
11.3K
$873K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-1.72K- 22.38% |
$131K - $133K
|
5.97K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.74K- 9.52% |
$133K - $134K
|
16.5K
$1.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.75K- 4.05% |
$133K - $135K
|
41.4K
$3.21M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.75K- 27.14% |
$134K - $135K
|
4.7K
$365K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.77K- 43.36% |
$135K - $136K
|
2.31K
$179K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.81K- 95.91% |
$138K - $139K
|
77
$5.98K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.83K- 2.19% |
$140K - $141K
|
81.7K
$6.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.85K- 6.48% |
$141K - $143K
|
26.7K
$2.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.86K- 77.76% |
$142K - $143K
|
531
$41.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.88K- 2.9% |
$143K - $145K
|
62.7K
$4.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1.9K- 17.27% |
$145K - $147K
|
9.09K
$706K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.93K- 6.69% |
$147K - $149K
|
27K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.98K- 1.53% |
$151K - $153K
|
127K
$9.85M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-2.01K- 1.85% |
$154K - $156K
|
107K
$8.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-2.04K- 6.82% |
$156K - $157K
|
27.8K
$2.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.07K- 16.58% |
$158K - $160K
|
10.4K
$808K
|
|
|
Apr 01, 2024
Q1 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-2.08K- 3.25% |
$158K - $160K
|
61.7K
$4.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.08K- 8.11% |
$159K - $161K
|
23.5K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.1K- 7.27% |
$160K - $162K
|
26.8K
$2.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
SELL
|
- |
-2.12K- 9.93% |
$162K - $164K
|
19.2K
$1.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.14K- 4.01% |
$163K - $165K
|
51.2K
$3.97M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-2.16K- 10.46% |
$165K - $167K
|
18.5K
$1.43M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.17K- 9.62% |
$166K - $168K
|
20.4K
$1.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.28K- 88.73% |
$174K - $176K
|
289
$22.4K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.34K- 6.69% |
$179K - $181K
|
32.6K
$2.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.37K- 2.19% |
$181K - $183K
|
106K
$8.21M
|