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 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
56.7K+ 27.19% |
$4.33M - $4.38M
|
265K
$20.5M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
55.8K+ 43.63% |
$4.26M - $4.31M
|
184K
$14.2M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
55.1K+ 6.12% |
$4.21M - $4.26M
|
956K
$73.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
54K+ 116.56% |
$4.12M - $4.17M
|
100K
$7.76M
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
52.5KNew |
$4.01M - $4.05M
|
52.5K
$4.06M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
52.4K+ 37.77% |
$4M - $4.05M
|
191K
$14.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.2K+ 2.03% |
$3.91M - $3.96M
|
2.58M
$199M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
50.8K+ 497.4% |
$3.88M - $3.92M
|
61K
$4.72M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
47K+ 27.89% |
$3.58M - $3.63M
|
215K
$16.6M
|
|
|
May 07, 2024
Q1 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
44.5K+ 8.95% |
$3.4M - $3.44M
|
542K
$41.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
44.1K+ 15.6% |
$3.37M - $3.41M
|
327K
$25.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
44K+ 7.32% |
$3.36M - $3.4M
|
645K
$49.9M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
40.4KNew |
$3.08M - $3.12M
|
40.4K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
40K+ 817.2% |
$3.05M - $3.09M
|
44.9K
$3.47M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
39.6K+ 26.21% |
$3.02M - $3.06M
|
191K
$14.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
39.4K+ 42.47% |
$3.01M - $3.04M
|
132K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
39.2K+ 28.91% |
$2.99M - $3.02M
|
175K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.8K+ 6.01% |
$2.96M - $3M
|
684K
$52.9M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
38.7K+ 4.03% |
$2.96M - $2.99M
|
1M
$77.4M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
38.2K+ 10.42% |
$2.91M - $2.95M
|
404K
$31.2M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
38.1K+ 5.93% |
$2.91M - $2.94M
|
680K
$52.6M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
38K+ 31.4% |
$2.9M - $2.94M
|
159K
$12.3M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
37.9K+ 5.6% |
$2.89M - $2.93M
|
714K
$55.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
37.6K+ 8.33% |
$2.87M - $2.9M
|
489K
$37.8M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
37.3KNew |
$2.84M - $2.88M
|
37.3K
$2.88M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
37K+ 1731.87% |
$2.83M - $2.86M
|
39.1K
$3.03M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
36.1K+ 4.91% |
$2.76M - $2.79M
|
771K
$59.6M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.6K+ 10.81% |
$2.72M - $2.75M
|
365K
$28.2M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.9K+ 5.72% |
$2.59M - $2.62M
|
626K
$48.4M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
33.4K+ 5.19% |
$2.55M - $2.58M
|
677K
$52.4M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
32.3K+ 2.32% |
$2.47M - $2.5M
|
1.43M
$111M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
32.3K+ 4.24% |
$2.47M - $2.5M
|
794K
$61.4M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
31.9K+ 17.1% |
$2.43M - $2.46M
|
218K
$16.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
31.5K+ 179.18% |
$2.41M - $2.43M
|
49.1K
$3.8M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
30.4K+ 15.75% |
$2.32M - $2.35M
|
223K
$17.3M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30K+ 10.23% |
$2.29M - $2.32M
|
323K
$25M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
29.3KNew |
$2.24M - $2.26M
|
29.3K
$2.26M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
28.2K+ 10.63% |
$2.15M - $2.18M
|
293K
$22.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
28.1KNew |
$2.14M - $2.17M
|
28.1K
$2.17M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
27.8K+ 3.43% |
$2.12M - $2.15M
|
839K
$64.8M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
27.6K+ 4.32% |
$2.11M - $2.13M
|
666K
$51.5M
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
26.7K+ 27.07% |
$2.04M - $2.06M
|
125K
$9.69M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
26.7K+ 23.15% |
$2.04M - $2.06M
|
142K
$11M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
26.1K+ 87.53% |
$2M - $2.02M
|
56K
$4.33M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
26.1K+ 61.53% |
$1.99M - $2.01M
|
68.4K
$5.29M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.7K+ 4.74% |
$1.96M - $1.98M
|
567K
$43.8M
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
24.8KNew |
$1.9M - $1.92M
|
24.8K
$1.92M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.1K+ 11.51% |
$1.84M - $1.86M
|
234K
$18.1M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
23.7K+ 45.13% |
$1.81M - $1.83M
|
76.3K
$5.9M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
23.4K+ 27.9% |
$1.79M - $1.81M
|
107K
$8.31M
|