Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
19+ 0.75% |
$1.44K - $1.46K
|
2.54K
$200K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 0.73% |
$1.36K - $1.38K
|
2.48K
$196K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
16+ 0.23% |
$1.21K - $1.23K
|
7.09K
$560K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
14+ 0.24% |
$1.06K - $1.07K
|
5.88K
$465K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
13+ 0.04% |
$986 - $998
|
33.8K
$2.67M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12+ 0.17% |
$910 - $921
|
7.09K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
12+ 0.31% |
$910 - $921
|
3.93K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
11New |
$834 - $844
|
11
$869
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10+ 0.07% |
$758 - $768
|
13.6K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 4.76% |
$758 - $768
|
220
$17.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9+ 0.32% |
$682 - $691
|
2.82K
$222K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8+ 0.23% |
$606 - $614
|
3.47K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8+ 0.15% |
$606 - $614
|
5.44K
$429K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
7New |
$531 - $537
|
7
$553
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
7+ 0.1% |
$531 - $537
|
7.01K
$554K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.03% |
$455 - $461
|
21.5K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6+ 0.04% |
$455 - $461
|
14.7K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
5+ 7.14% |
$379 - $384
|
75
$5.92K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4+ 30.77% |
$303 - $307
|
17
$1.34K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4+ 0.13% |
$303 - $307
|
3.01K
$237K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
4+ 3.51% |
$303 - $307
|
118
$9.32K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
3+ 0.04% |
$227 - $230
|
7.52K
$594K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.07% |
$227 - $230
|
4.38K
$346K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
2+ 0.0% |
$152 - $154
|
53.2K
$4.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$152 - $154
|
21.7K
$1.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$152 - $154
|
13.5K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2+ 4.76% |
$152 - $154
|
44
$3.48K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.04% |
$152 - $154
|
4.57K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.06% |
$152 - $154
|
3.29K
$260K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 16.67% |
$75.8 - $76.8
|
7
$553
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$75.8 - $76.8
|
3.24K
$256K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.12% |
$75.8 - $76.8
|
90
$7.11K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1- 0.02% |
$75.8 - $76.8
|
4.3K
$339K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$75.8 - $76.8
|
3.33K
$263K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1- -0.0% |
$75.8 - $76.8
|
60.5K
$4.78M
|
|
|
Nov 07, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1- 0.02% |
$75.8 - $76.8
|
5.37K
$424K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-6- 2.84% |
$455 - $461
|
205
$16.2K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-8- 0.18% |
$606 - $614
|
4.4K
$348K
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-8- 0.13% |
$606 - $614
|
6.27K
$496K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-8- 0.16% |
$606 - $614
|
5.06K
$399K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-13- 1.07% |
$986 - $998
|
1.21K
$95.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-13- 0.8% |
$986 - $998
|
1.61K
$127K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-16- 0.11% |
$1.21K - $1.23K
|
14.5K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-19- 12.1% |
$1.44K - $1.46K
|
138
$10.9K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-20- 0.43% |
$1.52K - $1.54K
|
4.69K
$370K
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-20- 0.01% |
$1.52K - $1.54K
|
314K
$24.8M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.57% |
$1.52K - $1.54K
|
3.48K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-21- 0.09% |
$1.59K - $1.61K
|
24.2K
$1.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-22- 0.19% |
$1.67K - $1.69K
|
11.4K
$899K
|