Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.75M+ 6474.12% |
$366M - $373M
|
4.83M
$375M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.65M+ 20.88% |
$358M - $365M
|
26.9M
$2.09B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.77MNew |
$213M - $217M
|
2.77M
$215M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.46M+ 4.58% |
$189M - $193M
|
56.1M
$4.36B
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.58M+ 737.12% |
$122M - $124M
|
1.79M
$139M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.46M+ 11.93% |
$112M - $114M
|
13.6M
$1.06B
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.12M+ 7.38% |
$86.4M - $88.2M
|
16.3M
$1.27B
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.05M+ 17.47% |
$80.9M - $82.5M
|
7.06M
$548M
|
|
|
Feb 14, 2025
Q4 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
876K+ 99869.56% |
$67.5M - $68.8M
|
877K
$68.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
548K+ 7605.56% |
$42.2M - $43.1M
|
555K
$43.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
451K+ 15.46% |
$34.8M - $35.5M
|
3.37M
$262M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
420KNew |
$32.4M - $33M
|
420K
$32.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
374K+ 76.55% |
$28.8M - $29.4M
|
863K
$67M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
364K+ 10.43% |
$28M - $28.6M
|
3.85M
$299M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
320K+ 8092.74% |
$24.6M - $25.1M
|
324K
$25.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
316K+ 141.43% |
$24.3M - $24.8M
|
539K
$41.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
292K+ 28.36% |
$22.5M - $22.9M
|
1.32M
$103M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
274K+ 121.07% |
$21.1M - $21.6M
|
501K
$38.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
257K+ 494.71% |
$19.8M - $20.2M
|
309K
$24M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
249K+ 4.14% |
$19.2M - $19.5M
|
6.26M
$486M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
229K+ 2.97% |
$17.6M - $18M
|
7.93M
$616M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
219K+ 2.76% |
$16.8M - $17.2M
|
8.15M
$633M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
210K+ 17.9% |
$16.2M - $16.5M
|
1.38M
$107M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
208K+ 10.0% |
$16M - $16.3M
|
2.28M
$177M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
207K+ 10.13% |
$15.9M - $16.2M
|
2.25M
$174M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
196K+ 1410.99% |
$15.1M - $15.4M
|
210K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
184K+ 4.17% |
$14.2M - $14.5M
|
4.6M
$357M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
163K+ 11.4% |
$12.6M - $12.8M
|
1.6M
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
161K+ 58.78% |
$12.4M - $12.6M
|
434K
$33.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
158K+ 84.67% |
$12.2M - $12.4M
|
345K
$26.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
156K+ 22.48% |
$12.1M - $12.3M
|
853K
$66.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
156K+ 399.42% |
$12M - $12.3M
|
195K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
144K+ 25.93% |
$11.1M - $11.3M
|
697K
$54.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Lincoln National Corp
|
BUY
|
- |
142K+ 4.22% |
$10.9M - $11.2M
|
3.5M
$272M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
138KNew |
$10.6M - $10.8M
|
138K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
137KNew |
$10.6M - $10.8M
|
137K
$10.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
127KNew |
$9.75M - $9.95M
|
127K
$9.83M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
126KNew |
$9.7M - $9.89M
|
126K
$9.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
125K+ 72.73% |
$9.66M - $9.85M
|
298K
$23.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
123K+ 105.0% |
$9.44M - $9.63M
|
239K
$18.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
120K+ 27.18% |
$9.27M - $9.46M
|
563K
$43.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
119K+ 79.41% |
$9.13M - $9.31M
|
268K
$20.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
116KNew |
$8.93M - $9.11M
|
116K
$9M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
115K+ 143.27% |
$8.85M - $9.02M
|
195K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
114KNew |
$8.82M - $9M
|
114K
$8.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
113K+ 11.33% |
$8.69M - $8.86M
|
1.11M
$86M
|
|
|
Jan 17, 2025
Q4 2024
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
108K+ 28.59% |
$8.33M - $8.5M
|
487K
$37.8M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
108KNew |
$8.31M - $8.48M
|
108K
$8.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
107K+ 39.42% |
$8.22M - $8.39M
|
378K
$29.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
106KNew |
$8.13M - $8.29M
|
106K
$8.19M
|