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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.2K+ 1.89% |
$92.4K - $94.3K
|
64.8K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.2K+ 5.19% |
$92K - $93.9K
|
24.2K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.19K+ 2.58% |
$91.7K - $93.6K
|
47.4K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.14K+ 5.92% |
$88K - $89.7K
|
20.4K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.14K+ 2.1% |
$87.9K - $89.7K
|
55.6K
$4.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 30.87% |
$87K - $88.7K
|
4.79K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.12K+ 1.96% |
$85.9K - $87.6K
|
58.1K
$4.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.07KNew |
$82.3K - $84K
|
1.07K
$83.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1.03KNew |
$79K - $80.6K
|
1.03K
$80.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.02KNew |
$78.5K - $80.1K
|
1.02K
$79.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.01K+ 5.61% |
$77.4K - $79K
|
18.9K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
974+ 5.44% |
$75K - $76.5K
|
18.9K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
950+ 4.47% |
$73.2K - $74.7K
|
22.2K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
925New |
$71.2K - $72.7K
|
925
$72.6K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
913+ 9.1% |
$70.3K - $71.7K
|
11K
$859K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
907+ 10.71% |
$69.9K - $71.3K
|
9.38K
$736K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
900+ 7.18% |
$69.3K - $70.7K
|
13.4K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
897+ 90.33% |
$69.1K - $70.5K
|
1.89K
$148K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
892+ 892.0% |
$68.7K - $70.1K
|
992
$77.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
871+ 7.25% |
$67.1K - $68.4K
|
12.9K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
860New |
$66.2K - $67.6K
|
860
$67.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
858+ 3.9% |
$66.1K - $67.4K
|
22.8K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
848+ 0.84% |
$65.3K - $66.6K
|
102K
$7.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
847+ 35.06% |
$65.2K - $66.6K
|
3.26K
$256K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
840New |
$64.7K - $66K
|
840
$65.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
832New |
$64.1K - $65.4K
|
832
$65.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
822New |
$63.3K - $64.6K
|
822
$64.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
817+ 4.36% |
$62.9K - $64.2K
|
19.6K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
797+ 7.27% |
$61.4K - $62.6K
|
11.8K
$922K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
747+ 5.9% |
$57.5K - $58.7K
|
13.4K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
745+ 1.13% |
$57.4K - $58.5K
|
66.5K
$5.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
730+ 15.36% |
$56.2K - $57.4K
|
5.48K
$430K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
725+ 5.22% |
$55.8K - $57K
|
14.6K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
715+ 20.42% |
$55.1K - $56.2K
|
4.22K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
713+ 3.76% |
$54.9K - $56K
|
19.7K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
696+ 6.29% |
$53.6K - $54.7K
|
11.8K
$923K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
695New |
$53.5K - $54.6K
|
695
$54.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
689+ 0.84% |
$53.1K - $54.1K
|
83.1K
$6.52M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
666New |
$51.3K - $52.3K
|
666
$52.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
660+ 1.86% |
$50.8K - $51.9K
|
36.2K
$2.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
659+ 8.64% |
$50.8K - $51.8K
|
8.29K
$650K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
642+ 14.13% |
$49.4K - $50.4K
|
5.19K
$407K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
640+ 11.43% |
$49.3K - $50.3K
|
6.24K
$489K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
640+ 4.46% |
$49.3K - $50.3K
|
15K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
635New |
$48.9K - $49.9K
|
635
$49.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
626+ 8.54% |
$48.2K - $49.2K
|
7.96K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
612+ 0.78% |
$47.1K - $48.1K
|
79.5K
$6.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
611New |
$47.1K - $48K
|
611
$47.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
607+ 0.24% |
$46.8K - $47.7K
|
256K
$20.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
603+ 0.19% |
$46.4K - $47.4K
|
315K
$24.7M
|