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 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
100+ 0.22% |
$7.7K - $7.86K
|
46.5K
$3.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 34.84% |
$7.7K - $7.86K
|
387
$30.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
95+ 0.47% |
$7.32K - $7.47K
|
20.3K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
91+ 1.62% |
$7.01K - $7.15K
|
5.72K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
85+ 1.0% |
$6.55K - $6.68K
|
8.57K
$673K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
85+ 0.87% |
$6.55K - $6.68K
|
9.81K
$769K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
84New |
$6.47K - $6.6K
|
84
$6.59K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
81New |
$6.24K - $6.36K
|
81
$6.35K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
81+ 1.02% |
$6.24K - $6.36K
|
8.06K
$632K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
79+ 2.63% |
$6.08K - $6.21K
|
3.09K
$242K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
79+ 0.23% |
$6.08K - $6.21K
|
34.1K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
75+ 5.74% |
$5.78K - $5.89K
|
1.38K
$108K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
72+ 1.16% |
$5.55K - $5.66K
|
6.26K
$491K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
72+ 0.54% |
$5.55K - $5.66K
|
13.3K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
68+ 1.69% |
$5.24K - $5.34K
|
4.09K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
67New |
$5.16K - $5.26K
|
67
$5.26K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
67New |
$5.16K - $5.26K
|
67
$5.26K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
65+ 1.33% |
$5.01K - $5.11K
|
4.95K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
65+ 1.14% |
$5.01K - $5.11K
|
5.75K
$451K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
65+ 0.12% |
$5.01K - $5.11K
|
54.5K
$4.28M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
61+ 2.03% |
$4.7K - $4.79K
|
3.07K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
60+ 0.33% |
$4.62K - $4.71K
|
18K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
60+ 0.05% |
$4.62K - $4.71K
|
130K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
59+ 1.23% |
$4.54K - $4.64K
|
4.85K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
58+ 1.21% |
$4.47K - $4.56K
|
4.87K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
58+ 0.8% |
$4.47K - $4.56K
|
7.29K
$572K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
56+ 1.02% |
$4.31K - $4.4K
|
5.53K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
56+ 0.8% |
$4.31K - $4.4K
|
7.02K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
56+ 0.06% |
$4.31K - $4.4K
|
99.7K
$7.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55+ 1.13% |
$4.24K - $4.32K
|
4.93K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
54+ 0.88% |
$4.16K - $4.24K
|
6.21K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
51New |
$3.93K - $4.01K
|
51
$4K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
51+ 0.77% |
$3.93K - $4.01K
|
6.71K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
51+ 0.81% |
$3.93K - $4.01K
|
6.38K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51+ 0.79% |
$3.93K - $4.01K
|
6.48K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
50New |
$3.85K - $3.93K
|
50
$3.92K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
49+ 1.03% |
$3.77K - $3.85K
|
4.83K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
47+ 1.54% |
$3.62K - $3.69K
|
3.1K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
46+ 1.19% |
$3.54K - $3.61K
|
3.92K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
46+ 1.35% |
$3.54K - $3.61K
|
3.45K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
46+ 1.2% |
$3.54K - $3.61K
|
3.87K
$303K
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
45+ 0.48% |
$3.47K - $3.54K
|
9.44K
$740K
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
45+ 0.72% |
$3.47K - $3.54K
|
6.28K
$492K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
39New |
$3K - $3.06K
|
39
$3.06K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
36+ 1.2% |
$2.77K - $2.83K
|
3.04K
$238K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
35+ 19.02% |
$2.7K - $2.75K
|
219
$17.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
34+ 1.2% |
$2.62K - $2.67K
|
2.86K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
33+ 1.19% |
$2.54K - $2.59K
|
2.81K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
32+ 0.97% |
$2.46K - $2.51K
|
3.33K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
32+ 0.89% |
$2.46K - $2.51K
|
3.63K
$285K
|