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 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-300- 7.84% |
$23.1K - $23.6K
|
3.53K
$274K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-303- 8.39% |
$23.3K - $23.8K
|
3.31K
$257K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-308- 2.2% |
$23.7K - $24.2K
|
13.7K
$1.06M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-308- 2.19% |
$23.7K - $24.2K
|
13.8K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-311- 50.9% |
$24K - $24.4K
|
300
$23.3K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-316- 2.16% |
$24.3K - $24.8K
|
14.3K
$1.11M
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-318- 1.97% |
$24.5K - $25K
|
15.8K
$1.23M
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-324- 10.41% |
$25K - $25.5K
|
2.79K
$216K
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-330- 2.13% |
$25.4K - $25.9K
|
15.1K
$1.18M
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-333- 0.97% |
$25.6K - $26.2K
|
33.8K
$2.63M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-337- 1.84% |
$26K - $26.5K
|
17.9K
$1.39M
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-345- 9.92% |
$26.6K - $27.1K
|
3.13K
$243K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-351- 29.97% |
$27K - $27.6K
|
820
$63.7K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-355- 71.0% |
$27.3K - $27.9K
|
145
$11.3K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-371- 7.49% |
$28.6K - $29.2K
|
4.58K
$356K
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-383- 2.85% |
$29.5K - $30.1K
|
13.1K
$1.01M
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-385- 1.98% |
$29.7K - $30.3K
|
19.1K
$1.48M
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-391- 4.25% |
$30.1K - $30.7K
|
8.8K
$683K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-393- 4.98% |
$30.3K - $30.9K
|
7.5K
$582K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-396- 1.53% |
$30.5K - $31.1K
|
25.5K
$1.98M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-397- 72.31% |
$30.6K - $31.2K
|
152
$11.8K
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-400- 8.87% |
$30.8K - $31.4K
|
4.11K
$319K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-401- 3.47% |
$30.9K - $31.5K
|
11.2K
$866K
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-402- 2.53% |
$31K - $31.6K
|
15.5K
$1.2M
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-404- 6.75% |
$31.1K - $31.7K
|
5.58K
$433K
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-408- 12.2% |
$31.4K - $32.1K
|
2.94K
$228K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-414- 3.0% |
$31.9K - $32.5K
|
13.4K
$1.04M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-418- 13.59% |
$32.2K - $32.8K
|
2.66K
$206K
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-422- 0.89% |
$32.5K - $33.2K
|
46.9K
$3.64M
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-433- 4.27% |
$33.3K - $34K
|
9.7K
$753K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-445- 13.82% |
$34.3K - $35K
|
2.78K
$215K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-454- 3.13% |
$35K - $35.7K
|
14K
$1.09M
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-458- 2.36% |
$35.3K - $36K
|
18.9K
$1.47M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-471- 7.3% |
$36.3K - $37K
|
5.98K
$464K
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-481- 1.79% |
$37K - $37.8K
|
26.3K
$2.05M
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-487- 0.48% |
$37.5K - $38.3K
|
102K
$7.91M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-490- 1.0% |
$37.7K - $38.5K
|
48.7K
$3.78M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-491- 0.22% |
$37.8K - $38.6K
|
223K
$17.3M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-492- 12.0% |
$37.9K - $38.7K
|
3.61K
$280K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-494- 3.5% |
$38K - $38.8K
|
13.6K
$1.06M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-495- 5.75% |
$38.1K - $38.9K
|
8.12K
$630K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-500- 6.21% |
$38.5K - $39.3K
|
7.55K
$586K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-502- 7.66% |
$38.7K - $39.4K
|
6.05K
$470K
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-515- 15.56% |
$39.7K - $40.5K
|
2.8K
$217K
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-529- 16.07% |
$40.7K - $41.6K
|
2.76K
$214K
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-535- 15.94% |
$41.2K - $42K
|
2.82K
$219K
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-537- 13.61% |
$41.4K - $42.2K
|
3.41K
$265K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-538- 18.97% |
$41.4K - $42.3K
|
2.3K
$178K
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-550- 3.13% |
$42.4K - $43.2K
|
17K
$1.32M
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-550- 10.69% |
$42.4K - $43.2K
|
4.6K
$357K
|