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 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-4.61K- 20.11% |
$352K - $363K
|
18.3K
$1.41M
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4.7K- 12.59% |
$359K - $371K
|
32.6K
$2.52M
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-4.78K- 9.87% |
$365K - $377K
|
43.6K
$3.37M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-4.82K- 17.31% |
$368K - $380K
|
23K
$1.78M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4.98K- 9.18% |
$381K - $393K
|
49.3K
$3.81M
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-5.03K- 52.09% |
$384K - $396K
|
4.62K
$357K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.03K- 15.98% |
$384K - $397K
|
26.4K
$2.04M
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-5.16K- 14.37% |
$394K - $407K
|
30.8K
$2.38M
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.22K- 9.04% |
$399K - $412K
|
52.6K
$4.06M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.27K- 3.27% |
$403K - $416K
|
156K
$12.1M
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-5.28K- 5.64% |
$403K - $416K
|
88.4K
$6.83M
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-5.37K- 20.58% |
$410K - $423K
|
20.7K
$1.6M
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.37K- 2.52% |
$410K - $424K
|
208K
$16.1M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.83K- 2.12% |
$446K - $460K
|
269K
$20.8M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.86K- 12.27% |
$447K - $462K
|
41.9K
$3.24M
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.92K- 1.43% |
$452K - $467K
|
407K
$31.5M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.93K- 6.86% |
$453K - $468K
|
80.5K
$6.23M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.94K- 35.65% |
$454K - $469K
|
10.7K
$829K
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-6.01K- 18.67% |
$459K - $474K
|
26.2K
$2.02M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.2K- 2.83% |
$474K - $489K
|
213K
$16.4M
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-6.4K- 16.66% |
$489K - $505K
|
32K
$2.47M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.49K- 1.15% |
$496K - $512K
|
561K
$43.3M
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-6.57K- 18.99% |
$502K - $518K
|
28K
$2.17M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.59K- 9.98% |
$503K - $520K
|
59.4K
$4.59M
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.69K- 8.27% |
$511K - $528K
|
74.2K
$5.74M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-7.08K- 57.6% |
$540K - $558K
|
5.21K
$403K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-7.24K- 37.49% |
$553K - $571K
|
12.1K
$934K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.35K- 0.7% |
$561K - $580K
|
1.05M
$81.1M
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-7.45K- 71.03% |
$569K - $588K
|
3.04K
$235K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7.46K- 76.88% |
$570K - $588K
|
2.24K
$173K
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-7.52K- 55.71% |
$575K - $593K
|
5.98K
$462K
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-7.87K- 35.22% |
$601K - $621K
|
14.5K
$1.12M
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-8.06K- 18.13% |
$615K - $635K
|
36.4K
$2.81M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.11K- 13.13% |
$620K - $640K
|
53.7K
$4.15M
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-8.21K- 13.44% |
$627K - $647K
|
52.8K
$4.09M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.21K- 3.77% |
$627K - $648K
|
209K
$16.2M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.49K- 0.72% |
$648K - $670K
|
1.17M
$90.7M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.73K- 6.62% |
$667K - $689K
|
123K
$9.52M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-9.05K- 58.57% |
$691K - $714K
|
6.4K
$495K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-9.37K- 75.68% |
$716K - $739K
|
3.01K
$233K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.65K- 35.02% |
$737K - $761K
|
17.9K
$1.38M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.84K- 5.97% |
$752K - $776K
|
155K
$12M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.93K- 1.26% |
$758K - $783K
|
776K
$60M
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-10.7K- 34.89% |
$816K - $842K
|
19.9K
$1.54M
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-11K- 73.22% |
$836K - $864K
|
4.01K
$310K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.1K- 23.18% |
$851K - $878K
|
36.9K
$2.85M
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-11.1K- 12.23% |
$851K - $879K
|
80K
$6.19M
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-11.4K- 5.61% |
$873K - $901K
|
192K
$14.9M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.6K- 1.54% |
$890K - $919K
|
742K
$57.4M
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-11.9K- 63.41% |
$909K - $938K
|
6.87K
$531K
|