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 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.25K- 7.76% |
$250K - $256K
|
38.6K
$2.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-3.32K- 15.14% |
$255K - $261K
|
18.6K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.35K- 92.32% |
$258K - $263K
|
279
$21.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.45K- 7.01% |
$266K - $271K
|
45.8K
$3.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.47K- 50.71% |
$267K - $272K
|
3.37K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.74K- 4.78% |
$288K - $294K
|
74.5K
$5.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
SELL
|
- |
-3.8K- 27.64% |
$293K - $299K
|
9.96K
$770K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.96K- 3.54% |
$305K - $311K
|
108K
$8.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-4.42K- 3.87% |
$340K - $347K
|
110K
$8.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-4.47K- 32.22% |
$344K - $351K
|
9.41K
$727K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-4.82K- 50.42% |
$371K - $379K
|
4.74K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-4.9K- 5.1% |
$377K - $385K
|
91.2K
$7.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.14K- 22.47% |
$396K - $404K
|
17.7K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-5.17K- 6.45% |
$398K - $406K
|
75K
$5.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.44K- 47.74% |
$419K - $427K
|
5.95K
$460K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5.48K- 4.73% |
$422K - $430K
|
110K
$8.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-5.58K- 33.23% |
$429K - $438K
|
11.2K
$866K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.58K- 11.53% |
$430K - $439K
|
42.9K
$3.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.61K- 37.66% |
$432K - $441K
|
9.29K
$718K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5.72K- 13.08% |
$441K - $450K
|
38K
$2.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.25K- 51.77% |
$482K - $491K
|
5.82K
$450K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-6.26K- 10.94% |
$482K - $492K
|
51K
$3.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-6.31K- 7.87% |
$486K - $496K
|
73.9K
$5.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-6.46K- 29.22% |
$498K - $508K
|
15.7K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-6.65K- 38.59% |
$512K - $522K
|
10.6K
$818K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.05K- 5.97% |
$543K - $554K
|
111K
$8.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
SELL
|
- |
-8.45K- 6.53% |
$651K - $664K
|
121K
$9.36M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-8.58K- 52.95% |
$660K - $674K
|
7.62K
$589K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-8.89K- 74.28% |
$685K - $699K
|
3.08K
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-9.1K- 1.32% |
$701K - $715K
|
679K
$52.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.54K- 7.74% |
$734K - $749K
|
114K
$8.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-10K- 67.91% |
$770K - $786K
|
4.73K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-10K- 4.27% |
$773K - $789K
|
225K
$17.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.3K- 9.82% |
$794K - $810K
|
94.8K
$7.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-10.4K- 13.86% |
$801K - $817K
|
64.6K
$5M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-10.5K- 11.89% |
$809K - $825K
|
77.9K
$6.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.4K- 8.55% |
$880K - $898K
|
122K
$9.45M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.9K- 73.87% |
$917K - $935K
|
4.21K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.8K- 4.75% |
$985K - $1.01M
|
256K
$19.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-14.5K- 5.5% |
$1.12M - $1.14M
|
250K
$19.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15.4K- 32.76% |
$1.19M - $1.21M
|
31.7K
$2.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-16.7K- 11.62% |
$1.29M - $1.32M
|
127K
$9.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.7K- 99.91% |
$1.44M - $1.47M
|
17
$1.31K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-19.7K- 9.19% |
$1.52M - $1.55M
|
195K
$15.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-21.7K- 2.8% |
$1.67M - $1.71M
|
755K
$58.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-24.9K- 30.28% |
$1.92M - $1.96M
|
57.4K
$4.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25K- 35.96% |
$1.92M - $1.96M
|
44.4K
$3.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-26K- 85.21% |
$2M - $2.04M
|
4.51K
$349K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-30.9K- 50.2% |
$2.38M - $2.43M
|
30.7K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-48.5K- 92.14% |
$3.73M - $3.81M
|
4.14K
$320K
|