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 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12.1K- 4.9% |
$925K - $955K
|
235K
$18.2M
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-12.3K- 7.59% |
$937K - $967K
|
149K
$11.5M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12.6K- 17.74% |
$961K - $993K
|
58.4K
$4.51M
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-12.7K- 13.64% |
$967K - $998K
|
80.2K
$6.2M
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-13.6K- 2.73% |
$1.04M - $1.07M
|
483K
$37.3M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-14K- 95.27% |
$1.07M - $1.11M
|
696
$53.8K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.9K- 6.13% |
$1.13M - $1.17M
|
228K
$17.6M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-14.9K- 61.74% |
$1.14M - $1.18M
|
9.24K
$714K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.4K- 4.12% |
$1.18M - $1.21M
|
358K
$27.7M
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-15.7K- 11.86% |
$1.2M - $1.24M
|
117K
$9.03M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-15.8K- 4.44% |
$1.21M - $1.25M
|
341K
$26.4M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-16.5K- 31.53% |
$1.26M - $1.3M
|
35.8K
$2.77M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-17.5K- 55.64% |
$1.33M - $1.38M
|
13.9K
$1.08M
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-17.5K- 7.14% |
$1.33M - $1.38M
|
227K
$17.6M
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-18.4K- 32.11% |
$1.4M - $1.45M
|
38.8K
$3M
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-18.6K- 24.76% |
$1.42M - $1.47M
|
56.6K
$4.38M
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-20.3K- 84.16% |
$1.55M - $1.6M
|
3.82K
$296K
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-20.4K- 1.52% |
$1.56M - $1.61M
|
1.33M
$103M
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-20.5K- 55.84% |
$1.56M - $1.62M
|
16.2K
$1.25M
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-20.5K- 17.46% |
$1.57M - $1.62M
|
96.9K
$7.49M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-21.8K- 8.86% |
$1.66M - $1.72M
|
224K
$17.3M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-22.1K- 58.58% |
$1.69M - $1.74M
|
15.6K
$1.21M
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-22.2K- 38.7% |
$1.69M - $1.75M
|
35.1K
$2.71M
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-22.3K- 69.35% |
$1.7M - $1.75M
|
9.83K
$760K
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-22.7K- 79.91% |
$1.74M - $1.79M
|
5.71K
$442K
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-22.8K- 10.87% |
$1.74M - $1.8M
|
187K
$14.4M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-23.3K- 99.62% |
$1.78M - $1.84M
|
89
$6.88K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-23.5K- 10.46% |
$1.79M - $1.85M
|
201K
$15.6M
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-23.7K- 2.86% |
$1.81M - $1.87M
|
803K
$62.1M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26.2K- 6.1% |
$2M - $2.06M
|
403K
$31.1M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-28.6K- 30.04% |
$2.18M - $2.25M
|
66.6K
$5.15M
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-30.6KClosed |
$2.34M - $2.41M
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.1K- 3.02% |
$2.37M - $2.45M
|
999K
$77.2M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-32.2K- 4.9% |
$2.46M - $2.54M
|
625K
$48.3M
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-35.6K- 14.25% |
$2.72M - $2.81M
|
214K
$16.6M
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-35.6KClosed |
$2.72M - $2.81M
|
0
$0
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-36.2K- 20.06% |
$2.76M - $2.85M
|
144K
$11.1M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39K- 2.88% |
$2.98M - $3.08M
|
1.32M
$102M
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-39.2K- 91.63% |
$2.99M - $3.09M
|
3.58K
$277K
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-41.7K- 24.58% |
$3.19M - $3.29M
|
128K
$9.89M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-42K- 16.37% |
$3.21M - $3.32M
|
215K
$16.6M
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-43K- 48.2% |
$3.28M - $3.39M
|
46.2K
$3.57M
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-44.6K- 12.5% |
$3.41M - $3.52M
|
312K
$24.2M
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-46.8K- 20.51% |
$3.58M - $3.69M
|
182K
$14M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-47.8K- 32.39% |
$3.65M - $3.77M
|
99.7K
$7.71M
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-50.1K- 6.32% |
$3.83M - $3.96M
|
743K
$57.4M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.2K- 95.15% |
$3.83M - $3.96M
|
2.56K
$198K
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-52.9K- 52.41% |
$4.04M - $4.17M
|
48.1K
$3.72M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54.5K- 18.02% |
$4.17M - $4.3M
|
248K
$19.2M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-54.8K- 45.32% |
$4.18M - $4.32M
|
66.1K
$5.11M
|