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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-56- 1.74% |
$4.25K - $4.3K
|
3.17K
$244K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-56- 10.0% |
$4.25K - $4.3K
|
504
$38.8K
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-61- 0.5% |
$4.62K - $4.68K
|
12.2K
$937K
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-64- 1.54% |
$4.85K - $4.91K
|
4.09K
$315K
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-64- 0.48% |
$4.85K - $4.91K
|
13.2K
$1.02M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-65- 2.15% |
$4.93K - $4.99K
|
2.96K
$228K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-68- 88.31% |
$5.16K - $5.22K
|
9
$693
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-70- 2.52% |
$5.31K - $5.37K
|
2.71K
$209K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-75- 6.13% |
$5.69K - $5.76K
|
1.15K
$88.5K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-75- 6.15% |
$5.69K - $5.76K
|
1.15K
$88.1K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-77- 35.81% |
$5.84K - $5.91K
|
138
$10.6K
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-81- 1.02% |
$6.14K - $6.22K
|
7.88K
$607K
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-88- 0.38% |
$6.67K - $6.75K
|
22.8K
$1.76M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-89- 1.06% |
$6.75K - $6.83K
|
8.33K
$641K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-92- 35.52% |
$6.97K - $7.06K
|
167
$12.9K
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-94- 3.1% |
$7.13K - $7.22K
|
2.94K
$227K
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-94- 2.58% |
$7.13K - $7.22K
|
3.55K
$273K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-96- 0.76% |
$7.28K - $7.37K
|
12.5K
$966K
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-97- 3.06% |
$7.35K - $7.45K
|
3.08K
$237K
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-99- 1.37% |
$7.51K - $7.6K
|
7.12K
$548K
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-100- 0.66% |
$7.58K - $7.68K
|
15K
$1.15M
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-105- 0.06% |
$7.96K - $8.06K
|
170K
$13.1M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-106- 13.89% |
$8.04K - $8.14K
|
657
$50.6K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-111- 0.03% |
$8.41K - $8.52K
|
404K
$31.1M
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-114- 0.95% |
$8.64K - $8.75K
|
11.9K
$914K
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-115- 3.72% |
$8.72K - $8.83K
|
2.98K
$229K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-115- 1.85% |
$8.72K - $8.83K
|
6.11K
$471K
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-121- 2.7% |
$9.17K - $9.29K
|
4.36K
$336K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-124- 2.54% |
$9.4K - $9.52K
|
4.76K
$367K
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-129- 2.41% |
$9.78K - $9.9K
|
5.23K
$403K
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-129- 3.08% |
$9.78K - $9.9K
|
4.06K
$313K
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-136- 0.15% |
$10.3K - $10.4K
|
92.7K
$7.14M
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-139- 52.65% |
$10.5K - $10.7K
|
125
$9.62K
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-140- 1.34% |
$10.6K - $10.7K
|
10.3K
$791K
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-140- 1.33% |
$10.6K - $10.7K
|
10.4K
$802K
|
|
Jul 30, 2024
Q2 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-140- 2.12% |
$10.6K - $10.7K
|
6.47K
$498K
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-147- 4.51% |
$11.1K - $11.3K
|
3.11K
$239K
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
SELL
|
- |
-149- 4.07% |
$11.3K - $11.4K
|
3.51K
$270K
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-150- 0.55% |
$11.4K - $11.5K
|
27.3K
$2.1M
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-150- 4.44% |
$11.4K - $11.5K
|
3.23K
$249K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-155- 1.06% |
$11.8K - $11.9K
|
14.4K
$1.11M
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-155- 7.96% |
$11.8K - $11.9K
|
1.79K
$138K
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-156- 5.57% |
$11.8K - $12K
|
2.64K
$204K
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-156- 0.56% |
$11.8K - $12K
|
27.7K
$2.13M
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-157- 2.0% |
$11.9K - $12.1K
|
7.69K
$592K
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-158- 3.67% |
$12K - $12.1K
|
4.15K
$319K
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-158- 5.35% |
$12K - $12.1K
|
2.8K
$215K
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-161- 1.37% |
$12.2K - $12.4K
|
11.6K
$890K
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-166- 11.14% |
$12.6K - $12.7K
|
1.32K
$102K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-168- 0.69% |
$12.7K - $12.9K
|
24.3K
$1.87M
|