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 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-14K- 57.87% |
$1.06M - $1.07M
|
10.2K
$784K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-14.1K- 18.29% |
$1.07M - $1.08M
|
63.1K
$4.85M
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-14.4K- 45.13% |
$1.09M - $1.1M
|
17.5K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-14.6K- 98.41% |
$1.1M - $1.12M
|
236
$18.2K
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-14.7K- 3.96% |
$1.12M - $1.13M
|
357K
$27.5M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-14.8K- 68.03% |
$1.12M - $1.13M
|
6.94K
$534K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.9K- 22.04% |
$1.13M - $1.14M
|
52.7K
$4.06M
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-15.1K- 6.91% |
$1.14M - $1.16M
|
203K
$15.6M
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 26.09% |
$1.15M - $1.16M
|
42.9K
$3.3M
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-16.6K- 17.78% |
$1.26M - $1.28M
|
76.9K
$5.92M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-16.8K- 40.57% |
$1.28M - $1.29M
|
24.7K
$1.9M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-17.3K- 1.18% |
$1.31M - $1.33M
|
1.46M
$112M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17.8K- 4.88% |
$1.35M - $1.37M
|
347K
$26.7M
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-17.9K- 49.55% |
$1.35M - $1.37M
|
18.2K
$1.4M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.3K- 6.73% |
$1.39M - $1.4M
|
254K
$19.5M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.3K- 7.02% |
$1.39M - $1.41M
|
242K
$18.7M
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.7K- 45.81% |
$1.42M - $1.44M
|
22.2K
$1.71M
|
|
Aug 05, 2024
Q2 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-20K- 7.41% |
$1.51M - $1.53M
|
250K
$19.2M
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-20.6K- 26.52% |
$1.56M - $1.58M
|
57.2K
$4.4M
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-20.7K- 1.18% |
$1.57M - $1.59M
|
1.74M
$134M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.3K- 11.61% |
$1.62M - $1.64M
|
162K
$12.5M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-22K- 67.54% |
$1.67M - $1.69M
|
10.6K
$815K
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-23.9K- 16.18% |
$1.81M - $1.84M
|
124K
$9.55M
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-24.4K- 57.17% |
$1.85M - $1.88M
|
18.3K
$1.41M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-24.5K- 7.49% |
$1.86M - $1.88M
|
303K
$23.3M
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-24.7K- 87.92% |
$1.87M - $1.9M
|
3.39K
$261K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-25.1K- 7.49% |
$1.91M - $1.93M
|
310K
$23.9M
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
SELL
|
- |
-25.6K- 3.38% |
$1.94M - $1.96M
|
732K
$56.3M
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-26.8K- 22.0% |
$2.03M - $2.06M
|
95.2K
$7.33M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-27K- 2.82% |
$2.04M - $2.07M
|
929K
$71.5M
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-33.5K- 3.35% |
$2.54M - $2.57M
|
967K
$74.4M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-35.2K- 32.46% |
$2.67M - $2.7M
|
73.2K
$5.64M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-35.9K- 19.57% |
$2.73M - $2.76M
|
148K
$11.4M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.4K- 3.5% |
$2.83M - $2.87M
|
1.03M
$79.3M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-37.4K- 11.98% |
$2.84M - $2.87M
|
275K
$21.2M
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-37.5K- 24.22% |
$2.84M - $2.88M
|
117K
$9.03M
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-38.2K- 46.46% |
$2.9M - $2.93M
|
44.1K
$3.39M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-42.3K- 57.38% |
$3.2M - $3.24M
|
31.4K
$2.42M
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-44.2K- 54.65% |
$3.35M - $3.39M
|
36.7K
$2.82M
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-44.3K- 10.86% |
$3.36M - $3.4M
|
364K
$28M
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-46.8K- 14.34% |
$3.55M - $3.6M
|
280K
$21.5M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-48.7K- 30.62% |
$3.69M - $3.74M
|
110K
$8.49M
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-51.3K- 86.74% |
$3.89M - $3.94M
|
7.84K
$603K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-54.5K- 6.69% |
$4.13M - $4.18M
|
760K
$58.5M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-55.3K- 0.29% |
$4.19M - $4.24M
|
19.2M
$1.48B
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-55.3K- 63.27% |
$4.19M - $4.24M
|
32.1K
$2.47M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-55.9K- 72.62% |
$4.24M - $4.29M
|
21.1K
$1.62M
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-56K- 85.2% |
$4.25M - $4.3M
|
9.73K
$749K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-56.4K- 1.07% |
$4.28M - $4.33M
|
5.23M
$403M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-57K- 6.76% |
$4.32M - $4.37M
|
786K
$60.5M
|