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 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
332+ 0.83% |
$25.4K - $26.2K
|
40.4K
$3.13M
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
329+ 1.06% |
$25.1K - $25.9K
|
31.4K
$2.44M
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
329+ 70.3% |
$25.1K - $25.9K
|
797
$61.8K
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
327+ 3.98% |
$25K - $25.8K
|
8.54K
$663K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
319+ 26.21% |
$24.4K - $25.2K
|
1.54K
$119K
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
311+ 3.2% |
$23.8K - $24.5K
|
10K
$779K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
310+ 6.79% |
$23.7K - $24.4K
|
4.88K
$378K
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
305+ 2.05% |
$23.3K - $24.1K
|
15.2K
$1.18M
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
302New |
$23.1K - $23.8K
|
302
$23.4K
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
302+ 3.05% |
$23.1K - $23.8K
|
10.2K
$791K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
300+ 2.21% |
$22.9K - $23.7K
|
13.9K
$1.08M
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
282+ 5.42% |
$21.5K - $22.2K
|
5.49K
$426K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
270+ 2.18% |
$20.6K - $21.3K
|
12.6K
$980K
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
269+ 2.17% |
$20.5K - $21.2K
|
12.7K
$983K
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
265+ 2.26% |
$20.2K - $20.9K
|
12K
$929K
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
250+ 0.46% |
$19.1K - $19.7K
|
54.4K
$4.22M
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
235+ 20.52% |
$17.9K - $18.5K
|
1.38K
$107K
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
231+ 8.64% |
$17.6K - $18.2K
|
2.91K
$226K
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
230+ 0.15% |
$17.6K - $18.1K
|
153K
$11.9M
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
205+ 1.2% |
$15.7K - $16.2K
|
17.2K
$1.34M
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
202+ 2.36% |
$15.4K - $15.9K
|
8.76K
$679K
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
200+ 0.98% |
$15.3K - $15.8K
|
20.7K
$1.61M
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
197+ 0.12% |
$15K - $15.5K
|
159K
$12.4M
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
196+ 2.83% |
$15K - $15.5K
|
7.13K
$553K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
194+ 0.38% |
$14.8K - $15.3K
|
50.8K
$3.94M
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
189+ 3.06% |
$14.4K - $14.9K
|
6.36K
$494K
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
183+ 0.18% |
$14K - $14.4K
|
101K
$7.81M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
181+ 1.06% |
$13.8K - $14.3K
|
17.3K
$1.34M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
179+ 0.03% |
$13.7K - $14.1K
|
555K
$43M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
171+ 0.77% |
$13.1K - $13.5K
|
22.5K
$1.74M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
171New |
$13.1K - $13.5K
|
171
$13.3K
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
170+ 0.3% |
$13K - $13.4K
|
56.2K
$4.36M
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
161+ 0.25% |
$12.3K - $12.7K
|
63.5K
$4.93M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
161+ 2.34% |
$12.3K - $12.7K
|
7.05K
$547K
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
159+ 0.81% |
$12.1K - $12.5K
|
19.8K
$1.53M
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
150+ 4.16% |
$11.5K - $11.8K
|
3.76K
$292K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
148+ 0.19% |
$11.3K - $11.7K
|
78.2K
$6.07M
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
144+ 0.75% |
$11K - $11.4K
|
19.4K
$1.51M
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
139+ 111.2% |
$10.6K - $11K
|
264
$20.5K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
138+ 0.02% |
$10.5K - $10.9K
|
865K
$67.1M
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
137New |
$10.5K - $10.8K
|
137
$10.6K
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
132+ 4.16% |
$10.1K - $10.4K
|
3.31K
$257K
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
130+ 0.84% |
$9.93K - $10.3K
|
15.5K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
130+ 4.1% |
$9.93K - $10.3K
|
3.3K
$256K
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
130+ 0.73% |
$9.93K - $10.3K
|
17.9K
$1.39M
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
127+ 2.87% |
$9.7K - $10K
|
4.55K
$353K
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
125+ 3.84% |
$9.55K - $9.86K
|
3.38K
$262K
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
125+ 2.03% |
$9.55K - $9.86K
|
6.29K
$488K
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
116+ 0.84% |
$8.86K - $9.15K
|
14K
$1.08M
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
BUY
|
- |
113+ 0.83% |
$8.63K - $8.91K
|
13.8K
$1.07M
|