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
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
106KNew |
$8.13M - $8.29M
|
106K
$8.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
104KNew |
$8.04M - $8.2M
|
104K
$8.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
100K+ 52.89% |
$7.71M - $7.87M
|
289K
$22.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
84.3KNew |
$6.49M - $6.62M
|
84.3K
$6.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
83.3K+ 945.39% |
$6.41M - $6.54M
|
92.1K
$7.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
83.1K+ 12.13% |
$6.4M - $6.53M
|
769K
$60.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
82.3KNew |
$6.34M - $6.47M
|
82.3K
$6.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
80.9K+ 2.59% |
$6.23M - $6.36M
|
3.21M
$252M
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
76.9KNew |
$5.92M - $6.04M
|
76.9K
$6.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
76.7KNew |
$5.91M - $6.03M
|
76.7K
$6.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
72.6KNew |
$5.59M - $5.7M
|
72.6K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71.9KNew |
$5.54M - $5.65M
|
71.9K
$5.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
71.5K+ 2.45% |
$5.51M - $5.62M
|
2.99M
$235M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
71.4K+ 6.0% |
$5.5M - $5.61M
|
1.26M
$99M
|
|
|
Feb 10, 2025
Q4 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
70.2KNew |
$5.4M - $5.51M
|
70.2K
$5.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
68.2KNew |
$5.25M - $5.36M
|
68.2K
$5.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
67KNew |
$5.16M - $5.27M
|
67K
$5.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
64.1K+ 9.56% |
$4.94M - $5.04M
|
735K
$57.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
63.4K+ 29.38% |
$4.88M - $4.98M
|
279K
$21.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
62.3KNew |
$4.8M - $4.9M
|
62.3K
$4.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
59.9KNew |
$4.61M - $4.71M
|
59.9K
$4.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
58.7KNew |
$4.52M - $4.62M
|
58.7K
$4.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
58.3K+ 8.22% |
$4.49M - $4.58M
|
767K
$60.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
57.7K+ 10.49% |
$4.44M - $4.53M
|
608K
$47.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
55.8KNew |
$4.3M - $4.38M
|
55.8K
$4.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
55.5KNew |
$4.28M - $4.36M
|
55.5K
$4.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
55.1KNew |
$4.24M - $4.33M
|
55.1K
$4.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
55K+ 24.56% |
$4.24M - $4.32M
|
279K
$21.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51K+ 20.51% |
$3.93M - $4.01M
|
300K
$23.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
50K+ 4.51% |
$3.85M - $3.93M
|
1.16M
$90.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
49.3KNew |
$3.8M - $3.88M
|
49.3K
$3.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
48.4K+ 17.05% |
$3.73M - $3.8M
|
332K
$26.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
47.9KNew |
$3.69M - $3.77M
|
47.9K
$3.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
46.8K+ 29.34% |
$3.61M - $3.68M
|
206K
$16.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
46.6K+ 38.01% |
$3.59M - $3.66M
|
169K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
46K+ 4.94% |
$3.55M - $3.62M
|
978K
$76.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
45.5K+ 1518.43% |
$3.5M - $3.57M
|
48.5K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
45.4K+ 5.52% |
$3.49M - $3.56M
|
867K
$68M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
43.4K+ 520.12% |
$3.34M - $3.41M
|
51.8K
$4.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
42.6KNew |
$3.28M - $3.35M
|
42.6K
$3.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
41.9K+ 69.63% |
$3.22M - $3.29M
|
102K
$8M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
41.3K+ 5.7% |
$3.18M - $3.25M
|
766K
$60.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
40.8K+ 30.71% |
$3.14M - $3.2M
|
173K
$13.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
40.6KNew |
$3.13M - $3.19M
|
40.6K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
38.6KNew |
$2.97M - $3.03M
|
38.6K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
38.4KNew |
$2.96M - $3.02M
|
38.4K
$3.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
38.2K+ 25.08% |
$2.94M - $3M
|
191K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37.6K+ 5.26% |
$2.9M - $2.95M
|
752K
$59M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
37.1KNew |
$2.86M - $2.92M
|
37.1K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.9K+ 12.26% |
$2.85M - $2.9M
|
338K
$26.5M
|