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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
4.92K+ 2.75% |
$376K - $388K
|
184K
$14.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.9K+ 92.99% |
$374K - $386K
|
10.2K
$803K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
4.84KNew |
$370K - $382K
|
4.84K
$383K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.81KNew |
$367K - $379K
|
4.81K
$380K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.8K+ 4.44% |
$366K - $378K
|
113K
$8.91M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.75K+ 131.82% |
$363K - $374K
|
8.35K
$660K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
4.7KNew |
$359K - $371K
|
4.7K
$372K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4.67K+ 31.98% |
$357K - $369K
|
19.3K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.51K+ 6.8% |
$344K - $355K
|
70.8K
$5.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.41KNew |
$337K - $348K
|
4.41K
$349K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.4K+ 11.91% |
$336K - $347K
|
41.4K
$3.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
4.31K+ 2.48% |
$329K - $340K
|
178K
$14.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
4.29K+ 4.46% |
$328K - $338K
|
101K
$7.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.25K+ 7.17% |
$325K - $335K
|
63.6K
$5.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
4.14K+ 12.11% |
$316K - $327K
|
38.3K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.14KNew |
$316K - $326K
|
4.14K
$327K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4.11K+ 6.82% |
$314K - $324K
|
64.4K
$5.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.11K+ 3.17% |
$314K - $324K
|
134K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
4.1KNew |
$313K - $324K
|
4.1K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
4.08K+ 25.44% |
$312K - $322K
|
20.1K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.02KNew |
$307K - $317K
|
4.02K
$318K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
4K+ 5.63% |
$306K - $315K
|
75K
$5.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.99K+ 3.6% |
$305K - $315K
|
115K
$9.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
BUY
|
- |
3.98K+ 10.39% |
$304K - $314K
|
42.3K
$3.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.9KNew |
$298K - $308K
|
3.9K
$308K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
3.89K+ 9.81% |
$297K - $307K
|
43.6K
$3.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.88K+ 2.1% |
$297K - $306K
|
188K
$14.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
3.87K+ 18.11% |
$295K - $305K
|
25.2K
$1.99M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.86KNew |
$295K - $304K
|
3.86K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
3.82K+ 103.5% |
$291K - $301K
|
7.5K
$593K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.81KNew |
$291K - $301K
|
3.81K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.79K+ 14.09% |
$289K - $299K
|
30.7K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.74K+ 10.58% |
$285K - $295K
|
39.1K
$3.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Fidato Wealth LLC
|
BUY
|
- |
3.65K+ 3.43% |
$279K - $288K
|
110K
$8.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
3.63KNew |
$277K - $286K
|
3.63K
$287K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
3.54K+ 2.82% |
$270K - $279K
|
129K
$10.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.53K+ 4.24% |
$270K - $278K
|
86.7K
$6.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.5KNew |
$267K - $276K
|
3.5K
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
3.43KNew |
$262K - $270K
|
3.43K
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.41K+ 5.69% |
$260K - $269K
|
63.3K
$5.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.37K+ 123.57% |
$257K - $266K
|
6.1K
$482K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
3.36KNew |
$256K - $265K
|
3.36K
$265K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
3.36KNew |
$256K - $265K
|
3.36K
$265K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.31K+ 16.57% |
$253K - $261K
|
23.3K
$1.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.29K+ 83.33% |
$252K - $260K
|
7.25K
$573K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.26K+ 2.68% |
$249K - $257K
|
125K
$9.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.24K+ 7.32% |
$248K - $256K
|
47.6K
$3.76M
|
|
|
Apr 25, 2025
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3.22KNew |
$246K - $254K
|
3.22K
$255K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.21K+ 1.51% |
$245K - $253K
|
216K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.14KNew |
$240K - $248K
|
3.14K
$248K
|