Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-391- 8.71% |
$29.9K - $30.8K
|
4.1K
$317K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-392- 1.53% |
$29.9K - $30.9K
|
25.3K
$1.95M
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-394- 7.53% |
$30.1K - $31.1K
|
4.84K
$374K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-395- 0.65% |
$30.2K - $31.2K
|
60.1K
$4.65M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-399- 4.4% |
$30.5K - $31.5K
|
8.66K
$670K
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-400- 3.84% |
$30.6K - $31.5K
|
10K
$774K
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-400- 3.09% |
$30.6K - $31.5K
|
12.5K
$969K
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-402- 4.64% |
$30.7K - $31.7K
|
8.26K
$638K
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-428- 1.62% |
$32.7K - $33.8K
|
25.9K
$2.01M
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-430- 5.78% |
$32.8K - $33.9K
|
7.01K
$542K
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-444- 0.58% |
$33.9K - $35K
|
76.4K
$5.91M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-446- 0.77% |
$34.1K - $35.2K
|
57.5K
$4.45M
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-454- 2.05% |
$34.7K - $35.8K
|
21.7K
$1.68M
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-454- 14.95% |
$34.7K - $35.8K
|
2.58K
$200K
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-455- 1.67% |
$34.8K - $35.9K
|
26.8K
$2.07M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-457- 1.46% |
$34.9K - $36K
|
30.9K
$2.39M
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-457- 1.09% |
$34.9K - $36K
|
41.5K
$3.21M
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-461- 13.64% |
$35.2K - $36.4K
|
2.92K
$226K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-469- 14.48% |
$35.8K - $37K
|
2.77K
$214K
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-475- 0.72% |
$36.3K - $37.5K
|
65.7K
$5.08M
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-500- 1.81% |
$38.2K - $39.4K
|
27.2K
$2.1M
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-508- 0.22% |
$38.8K - $40.1K
|
232K
$18M
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-515- 13.67% |
$39.3K - $40.6K
|
3.25K
$251K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-519- 9.02% |
$39.6K - $40.9K
|
5.24K
$405K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-547- 10.06% |
$41.8K - $43.1K
|
4.89K
$378K
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-576- 10.73% |
$44K - $45.4K
|
4.79K
$371K
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-577- 1.15% |
$44.1K - $45.5K
|
49.5K
$3.83M
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-581- 12.2% |
$44.4K - $45.8K
|
4.18K
$323K
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-588- 0.87% |
$44.9K - $46.4K
|
67.1K
$5.19M
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-590- 6.75% |
$45.1K - $46.5K
|
8.15K
$630K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-590- 4.36% |
$45.1K - $46.5K
|
12.9K
$1M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-600- 14.6% |
$45.8K - $47.3K
|
3.51K
$271K
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-608- 14.53% |
$46.4K - $48K
|
3.58K
$277K
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-617- 1.41% |
$47.1K - $48.7K
|
43.2K
$3.34M
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-624- 0.19% |
$47.7K - $49.2K
|
325K
$25.2M
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-625- 1.54% |
$47.7K - $49.3K
|
40K
$3.09M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-628- 2.42% |
$48K - $49.5K
|
25.3K
$1.95M
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-639- 1.3% |
$48.8K - $50.4K
|
48.4K
$3.74M
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-650- 6.98% |
$49.6K - $51.3K
|
8.66K
$670K
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-654- 10.61% |
$50K - $51.6K
|
5.51K
$426K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-678- 72.59% |
$51.8K - $53.5K
|
256
$19.8K
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-690- 4.7% |
$52.7K - $54.4K
|
14K
$1.08M
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-700- 15.46% |
$53.5K - $55.2K
|
3.83K
$296K
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-720- 12.18% |
$55K - $56.8K
|
5.19K
$401K
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-721- 3.22% |
$55.1K - $56.9K
|
21.7K
$1.67M
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-726- 1.0% |
$55.5K - $57.3K
|
72K
$5.57M
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-727- 4.98% |
$55.5K - $57.3K
|
13.9K
$1.07M
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-732- 8.83% |
$55.9K - $57.7K
|
7.56K
$584K
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-738- 10.24% |
$56.4K - $58.2K
|
6.47K
$500K
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-749- 0.44% |
$57.2K - $59.1K
|
171K
$13.2M
|