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 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.18K+ 405.84% |
$90.2K - $91.2K
|
1.47K
$114K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.11K+ 2.15% |
$84.9K - $85.9K
|
52.9K
$4.11M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.11KNew |
$84.4K - $85.4K
|
1.11K
$85.7K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.09K+ 0.61% |
$83.5K - $84.5K
|
181K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.05K+ 2.3% |
$80.2K - $81.1K
|
46.8K
$3.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1.04K+ 3.61% |
$79.4K - $80.3K
|
29.9K
$2.32M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1.01K+ 8.03% |
$76.8K - $77.7K
|
13.5K
$1.05M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
993+ 6.52% |
$75.8K - $76.7K
|
16.2K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
968+ 479.21% |
$73.9K - $74.8K
|
1.17K
$90.8K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
959+ 2.16% |
$73.2K - $74.1K
|
45.3K
$3.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
934+ 0.85% |
$71.3K - $72.2K
|
111K
$8.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
927+ 12.01% |
$70.8K - $71.6K
|
8.64K
$671K
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
907+ 8.64% |
$69.2K - $70.1K
|
11.4K
$885K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
890+ 0.6% |
$67.9K - $68.8K
|
150K
$11.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
886+ 17.08% |
$67.6K - $68.4K
|
6.07K
$471K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
867New |
$66.2K - $67K
|
867
$67.3K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
848+ 2.17% |
$64.7K - $65.5K
|
39.9K
$3.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
835+ 15.48% |
$63.7K - $64.5K
|
6.23K
$483K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
830+ 14.63% |
$63.4K - $64.1K
|
6.51K
$505K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
824New |
$62.9K - $63.7K
|
824
$63.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
823+ 2.73% |
$62.8K - $63.6K
|
31K
$2.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
810+ 2.94% |
$61.8K - $62.6K
|
28.4K
$2.2M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
809+ 10.08% |
$61.8K - $62.5K
|
8.84K
$686K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
776+ 8.33% |
$59.2K - $59.9K
|
10.1K
$784K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
752+ 0.42% |
$57.4K - $58.1K
|
178K
$13.8M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
750+ 2.08% |
$57.3K - $57.9K
|
36.9K
$2.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
743+ 5.99% |
$56.7K - $57.4K
|
13.1K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
727+ 11.71% |
$55.5K - $56.2K
|
6.93K
$538K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
719+ 5.14% |
$54.9K - $55.5K
|
14.7K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
707New |
$54K - $54.6K
|
707
$54.9K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
655+ 1488.64% |
$50K - $50.6K
|
699
$54.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
646+ 21.43% |
$49.3K - $49.9K
|
3.66K
$284K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
639+ 22.03% |
$48.8K - $49.4K
|
3.54K
$275K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
636+ 7.06% |
$48.6K - $49.1K
|
9.64K
$748K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
632+ 5.97% |
$48.2K - $48.8K
|
11.2K
$870K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
621+ 52.58% |
$47.4K - $48K
|
1.8K
$140K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
602+ 10.24% |
$46K - $46.5K
|
6.48K
$503K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
599+ 2.98% |
$45.7K - $46.3K
|
20.7K
$1.6M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
594+ 13.37% |
$45.3K - $45.9K
|
5.04K
$391K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
584+ 6.38% |
$44.6K - $45.1K
|
9.74K
$756K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
570+ 3.54% |
$43.5K - $44K
|
16.7K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
553+ 82.41% |
$42.2K - $42.7K
|
1.22K
$95K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
513+ 0.81% |
$39.2K - $39.6K
|
63.6K
$4.93M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
513+ 10.76% |
$39.2K - $39.6K
|
5.28K
$410K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
500New |
$38.2K - $38.6K
|
500
$38.8K
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
494+ 4.27% |
$37.7K - $38.2K
|
12.1K
$936K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
478+ 4.16% |
$36.5K - $36.9K
|
12K
$930K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
475New |
$36.3K - $36.7K
|
475
$36.9K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
467+ 1.51% |
$35.7K - $36.1K
|
31.5K
$2.44M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
460+ 2.9% |
$35.1K - $35.5K
|
16.3K
$1.27M
|