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 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-160K- 73.4% |
$12.2M - $12.4M
|
58K
$4.49M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-175K- 98.58% |
$13.3M - $13.5M
|
2.51K
$194K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-205K- 45.58% |
$15.7M - $15.9M
|
245K
$18.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-246K- 56.73% |
$18.7M - $19M
|
187K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-257K- 31.41% |
$19.6M - $19.8M
|
560K
$43.3M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-327K- 77.06% |
$25M - $25.3M
|
97.3K
$7.52M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-333K- 44.08% |
$25.5M - $25.8M
|
423K
$32.7M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-354K- 61.48% |
$27.1M - $27.4M
|
222K
$17.2M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-371K- 13.37% |
$28.3M - $28.7M
|
2.41M
$186M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-416K- 6.43% |
$31.8M - $32.2M
|
6.05M
$468M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-420K- 90.98% |
$32.1M - $32.5M
|
41.7K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-429K- 77.12% |
$32.8M - $33.2M
|
127K
$9.85M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-451K- 77.27% |
$34.5M - $34.9M
|
133K
$10.3M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-489K- 99.07% |
$37.3M - $37.8M
|
4.58K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-689K- 94.08% |
$52.6M - $53.3M
|
43.4K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-746K- 9.12% |
$57M - $57.6M
|
7.44M
$575M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-996K- 3.44% |
$76M - $76.9M
|
27.9M
$2.16B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-996K- 3.44% |
$76M - $76.9M
|
27.9M
$2.16B
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.48M- 58.09% |
$113M - $114M
|
1.07M
$82.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.81M- 12.04% |
$138M - $140M
|
13.2M
$1.02B
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.01M- 53.3% |
$153M - $155M
|
1.76M
$136M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.47M- 30.59% |
$647M - $654M
|
19.2M
$1.49B
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.06M- 40.71% |
$692M - $700M
|
13.2M
$1.02B
|