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 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
19K+ 42.83% |
$1.44M - $1.46M
|
63.3K
$4.9M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
18.9K+ 2.36% |
$1.43M - $1.45M
|
817K
$63.2M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18.6K+ 16.41% |
$1.41M - $1.43M
|
132K
$10.2M
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
18.5KNew |
$1.4M - $1.42M
|
18.5K
$1.43M
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 14.53% |
$1.38M - $1.4M
|
144K
$11.1M
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
18.1K+ 11.75% |
$1.37M - $1.39M
|
172K
$13.3M
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
18.1K+ 10.34% |
$1.37M - $1.39M
|
193K
$14.9M
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
17.9K+ 7.93% |
$1.36M - $1.37M
|
244K
$18.9M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.9KNew |
$1.35M - $1.37M
|
17.9K
$1.38M
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
17.8K+ 6.62% |
$1.35M - $1.37M
|
287K
$22.2M
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
17.5KNew |
$1.32M - $1.34M
|
17.5K
$1.35M
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
16.9KNew |
$1.28M - $1.3M
|
16.9K
$1.31M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
16.5K+ 5.09% |
$1.25M - $1.27M
|
340K
$26.3M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16.4KNew |
$1.25M - $1.26M
|
16.4K
$1.27M
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
16.3K+ 207.2% |
$1.23M - $1.25M
|
24.1K
$1.87M
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
15.9K+ 10.34% |
$1.21M - $1.22M
|
170K
$13.1M
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
15.7K+ 5.0% |
$1.19M - $1.2M
|
329K
$25.5M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.4K+ 228.63% |
$1.16M - $1.18M
|
22.1K
$1.71M
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
14.9K+ 11.84% |
$1.13M - $1.14M
|
140K
$10.9M
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
14.7K+ 22.58% |
$1.11M - $1.13M
|
79.8K
$6.17M
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
14.6KNew |
$1.11M - $1.12M
|
14.6K
$1.13M
|
|
Aug 05, 2024
Q2 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
14K+ 8.73% |
$1.06M - $1.08M
|
174K
$13.5M
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13.9KNew |
$1.05M - $1.06M
|
13.9K
$1.07M
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
13.8K+ 51.69% |
$1.05M - $1.06M
|
40.6K
$3.15M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.6K+ 1.31% |
$1.03M - $1.05M
|
1.06M
$81.8M
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
13.5K+ 3.92% |
$1.02M - $1.03M
|
357K
$27.6M
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13.1KNew |
$994K - $1.01M
|
13.1K
$1.01M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.9K+ 5.48% |
$980K - $992K
|
249K
$19.3M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.9K+ 6.3% |
$977K - $990K
|
217K
$16.8M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.4K+ 23.08% |
$937K - $949K
|
65.9K
$5.1M
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12.3K+ 8.21% |
$930K - $941K
|
162K
$12.5M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.9K+ 5.1% |
$904K - $916K
|
246K
$19M
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
11.9KNew |
$899K - $911K
|
11.9K
$918K
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
11.8K+ 7.09% |
$898K - $909K
|
179K
$13.8M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.8K+ 1.66% |
$892K - $903K
|
721K
$55.8M
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
11.7KNew |
$887K - $899K
|
11.7K
$906K
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
11.5K+ 148.25% |
$873K - $884K
|
19.3K
$1.49M
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
11.4K+ 9.08% |
$861K - $872K
|
136K
$10.6M
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
BUY
|
- |
10.8K+ 1.66% |
$817K - $827K
|
660K
$51M
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
10.7K+ 2.09% |
$810K - $820K
|
522K
$40.4M
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
10.3K+ 4.34% |
$779K - $789K
|
247K
$19.1M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.1K+ 4.95% |
$766K - $776K
|
214K
$16.6M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10K+ 17.83% |
$760K - $770K
|
66.3K
$5.13M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.7KNew |
$735K - $744K
|
9.7K
$751K
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.67KNew |
$733K - $743K
|
9.67K
$749K
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.34K+ 6.06% |
$708K - $717K
|
163K
$12.7M
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
9.23K+ 5.36% |
$700K - $709K
|
182K
$14M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8.74K+ 6.88% |
$663K - $671K
|
136K
$10.5M
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
8.74KNew |
$662K - $671K
|
8.74K
$676K
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.72K+ 10.58% |
$661K - $669K
|
91.1K
$7.05M
|