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 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.85KNew |
$218K - $225K
|
2.85K
$220K
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.84KNew |
$217K - $224K
|
2.84K
$220K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.8K+ 20.59% |
$214K - $221K
|
16.4K
$1.27M
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.78KNew |
$212K - $219K
|
2.78K
$215K
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.72KNew |
$208K - $215K
|
2.72K
$210K
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.72K+ 0.91% |
$208K - $215K
|
303K
$23.4M
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
2.71KNew |
$207K - $214K
|
2.71K
$209K
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
2.69K+ 2.24% |
$205K - $212K
|
122K
$9.47M
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
2.65KNew |
$202K - $209K
|
2.65K
$205K
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.63K+ 111.25% |
$201K - $207K
|
4.99K
$386K
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
2.62KNew |
$200K - $207K
|
2.62K
$203K
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.61K+ 5.11% |
$200K - $206K
|
53.8K
$4.16M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.6KNew |
$199K - $205K
|
2.6K
$201K
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.6KNew |
$198K - $205K
|
2.6K
$201K
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
BUY
|
- |
2.59K+ 5.9% |
$198K - $205K
|
46.6K
$3.6M
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
2.58KNew |
$197K - $203K
|
2.58K
$199K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2.57KNew |
$197K - $203K
|
2.57K
$199K
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.55KNew |
$195K - $201K
|
2.55K
$197K
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.47K+ 5.95% |
$188K - $195K
|
43.9K
$3.4M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.46K+ 41.47% |
$188K - $194K
|
8.4K
$649K
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.45K+ 2.04% |
$187K - $193K
|
123K
$9.48M
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.42K+ 15.27% |
$185K - $191K
|
18.3K
$1.41M
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.4K+ 1.34% |
$183K - $189K
|
181K
$14M
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.35K+ 35.64% |
$180K - $186K
|
8.96K
$693K
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.33K+ 24.12% |
$178K - $184K
|
12K
$928K
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.33K+ 217.07% |
$178K - $184K
|
3.4K
$263K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.24K+ 2.87% |
$171K - $176K
|
80.2K
$6.2M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.24K+ 5.09% |
$171K - $176K
|
46.1K
$3.57M
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.23K+ 16.84% |
$171K - $176K
|
15.5K
$1.2M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.23K+ 5.14% |
$170K - $176K
|
45.6K
$3.53M
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.23K+ 0.95% |
$170K - $176K
|
238K
$18.4M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.21K+ 0.87% |
$169K - $174K
|
256K
$19.8M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.21K+ 7.5% |
$168K - $174K
|
31.6K
$2.44M
|
|
Oct 03, 2024
Q3 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
2.13K+ 4.54% |
$163K - $168K
|
49.1K
$3.8M
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
2.11K+ 0.87% |
$161K - $167K
|
246K
$19M
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
2.08K+ 3.82% |
$159K - $164K
|
56.6K
$4.38M
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.08K+ 7.03% |
$159K - $164K
|
31.7K
$2.45M
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.95K+ 1.54% |
$149K - $153K
|
128K
$9.9M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.93K+ 117.83% |
$147K - $152K
|
3.57K
$276K
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.92K+ 9.11% |
$147K - $152K
|
23K
$1.78M
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.92K+ 100.21% |
$147K - $152K
|
3.84K
$297K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.9KNew |
$145K - $150K
|
1.9K
$147K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.87K+ 1.3% |
$143K - $148K
|
146K
$11.3M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.82K+ 39.5% |
$139K - $144K
|
6.43K
$497K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.81KNew |
$138K - $143K
|
1.81K
$140K
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.78K+ 50.2% |
$136K - $141K
|
5.33K
$412K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.77K+ 1.71% |
$135K - $140K
|
106K
$8.17M
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.74K+ 7.83% |
$133K - $137K
|
23.9K
$1.85M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.73K+ 10.06% |
$132K - $137K
|
18.9K
$1.46M
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.71K+ 7.6% |
$131K - $135K
|
24.3K
$1.88M
|