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 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.91K- 3.18% |
$298K - $302K
|
119K
$9.2M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-4.03K- 29.7% |
$307K - $311K
|
9.53K
$737K
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-4.04K- 49.52% |
$308K - $312K
|
4.11K
$318K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.06K- 0.82% |
$310K - $313K
|
490K
$37.9M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.11K- 6.08% |
$313K - $317K
|
63.4K
$4.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.12K- 26.57% |
$315K - $318K
|
11.4K
$880K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.18K- 1.51% |
$319K - $323K
|
272K
$21M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4.24K- 34.04% |
$324K - $328K
|
8.22K
$636K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4.35K- 2.54% |
$332K - $336K
|
167K
$12.9M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.35K- 1.81% |
$332K - $336K
|
236K
$18.2M
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4.35K- 2.54% |
$332K - $336K
|
167K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-4.4K- 18.25% |
$336K - $340K
|
19.7K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-4.42K- 16.86% |
$338K - $342K
|
21.8K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.51K- 7.27% |
$344K - $348K
|
57.6K
$4.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-4.57K- 5.26% |
$349K - $353K
|
82.3K
$6.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.6K- 5.22% |
$351K - $355K
|
83.4K
$6.45M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-4.83K- 14.97% |
$368K - $373K
|
27.4K
$2.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Signify Wealth
|
SELL
|
- |
-4.83K- 42.15% |
$369K - $373K
|
6.63K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.84K- 18.82% |
$369K - $374K
|
20.9K
$1.61M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-4.87K- 16.25% |
$372K - $376K
|
25.1K
$1.94M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.88K- 9.06% |
$372K - $377K
|
49K
$3.79M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-4.97K- 16.19% |
$379K - $384K
|
25.7K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-5K- 10.9% |
$382K - $386K
|
40.9K
$3.16M
|
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-5.03K- 25.55% |
$384K - $389K
|
14.7K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.03K- 9.41% |
$384K - $389K
|
48.5K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.07K- 5.91% |
$387K - $392K
|
80.7K
$6.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-5.47K- 40.71% |
$417K - $422K
|
7.96K
$616K
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-5.5K- 23.84% |
$420K - $425K
|
17.6K
$1.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
SELL
|
- |
-5.5K- 9.38% |
$420K - $425K
|
53.2K
$4.11M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.57K- 61.79% |
$425K - $430K
|
3.44K
$266K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.71K- 3.13% |
$436K - $441K
|
177K
$13.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.77K- 19.4% |
$440K - $445K
|
23.9K
$1.85M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-5.86K- 11.84% |
$448K - $453K
|
43.6K
$3.37M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-5.95K- 63.74% |
$454K - $459K
|
3.38K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-6.17K- 39.89% |
$471K - $476K
|
9.29K
$719K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6.22K- 22.41% |
$475K - $480K
|
21.5K
$1.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-6.23K- 3.34% |
$476K - $481K
|
180K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-6.23K- 28.91% |
$476K - $482K
|
15.3K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6.3K- 50.2% |
$481K - $487K
|
6.25K
$483K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-6.32K- 36.29% |
$482K - $488K
|
11.1K
$858K
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-6.36K- 3.61% |
$485K - $491K
|
170K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.52K- 11.45% |
$498K - $504K
|
50.4K
$3.9M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.54K- 0.81% |
$499K - $505K
|
798K
$61.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-6.68K- 37.89% |
$510K - $516K
|
11K
$847K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-7.16K- 32.83% |
$546K - $553K
|
14.6K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-7.17K- 9.72% |
$547K - $553K
|
66.6K
$5.15M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.32K- 28.09% |
$559K - $566K
|
18.7K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-7.36K- 11.45% |
$562K - $569K
|
56.9K
$4.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
SELL
|
- |
-7.52K- 14.92% |
$574K - $581K
|
42.9K
$3.32M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-7.94K- 3.25% |
$606K - $613K
|
236K
$18.3M
|