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 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.28K+ 4.3% |
$252K - $257K
|
79.4K
$6.14M
|
|
Jan 15, 2025
Q4 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
3.23K+ 1.87% |
$249K - $254K
|
176K
$13.6M
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
3.15K+ 50.12% |
$243K - $248K
|
9.44K
$730K
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.86K+ 3.62% |
$221K - $225K
|
82K
$6.34M
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
2.79KNew |
$215K - $220K
|
2.79K
$216K
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.76K+ 2.86% |
$213K - $217K
|
99.4K
$7.69M
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
2.67K+ 52.48% |
$206K - $210K
|
7.77K
$601K
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$202K - $206K
|
2.62K
$202K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.61KNew |
$201K - $205K
|
2.61K
$202K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.52K+ 3.15% |
$194K - $198K
|
82.5K
$6.38M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.38K+ 33.44% |
$184K - $187K
|
9.51K
$735K
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.36K+ 5.46% |
$182K - $185K
|
45.5K
$3.52M
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
2.11K+ 4.29% |
$162K - $166K
|
51.2K
$3.96M
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
1.95K+ 2.25% |
$150K - $153K
|
88.5K
$6.84M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.54K+ 0.98% |
$118K - $121K
|
158K
$12.2M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.46K+ 13.84% |
$112K - $115K
|
12K
$927K
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.43K+ 1.42% |
$110K - $112K
|
102K
$7.89M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.39K+ 50.25% |
$107K - $110K
|
4.17K
$322K
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.39K+ 13.71% |
$107K - $109K
|
11.6K
$893K
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.23K+ 1.03% |
$95K - $97K
|
121K
$9.35M
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.21K+ 4.4% |
$92.9K - $94.8K
|
28.6K
$2.21M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
897+ 90.33% |
$69.1K - $70.5K
|
1.89K
$146K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
871+ 7.25% |
$67.1K - $68.4K
|
12.9K
$997K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
860New |
$66.2K - $67.6K
|
860
$66.5K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
847+ 35.06% |
$65.2K - $66.6K
|
3.26K
$252K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
695New |
$53.5K - $54.6K
|
695
$53.7K
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
660+ 1.86% |
$50.8K - $51.9K
|
36.2K
$2.8M
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
659+ 8.64% |
$50.8K - $51.8K
|
8.29K
$641K
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
603+ 0.19% |
$46.4K - $47.4K
|
315K
$24.3M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
578+ 3.05% |
$44.5K - $45.4K
|
19.5K
$1.51M
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
573+ 1.08% |
$44.1K - $45K
|
53.4K
$4.13M
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
567+ 14.86% |
$43.7K - $44.6K
|
4.38K
$339K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
550New |
$42.4K - $43.2K
|
550
$42.5K
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
542+ 1.4% |
$41.7K - $42.6K
|
39.2K
$3.03M
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
510+ 9.29% |
$39.3K - $40.1K
|
6K
$464K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
470+ 3.26% |
$36.2K - $36.9K
|
14.9K
$1.15M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
305+ 1.9% |
$23.5K - $24K
|
16.3K
$1.26M
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
250+ 1.95% |
$19.3K - $19.6K
|
13.1K
$1.01M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
204New |
$15.7K - $16K
|
204
$15.8K
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
173+ 0.46% |
$13.3K - $13.6K
|
37.8K
$2.92M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
149+ 0.59% |
$11.5K - $11.7K
|
25.4K
$1.97M
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
148+ 2.62% |
$11.4K - $11.6K
|
5.8K
$448K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
147+ 4900.0% |
$11.3K - $11.6K
|
150
$11.6K
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
141+ 0.26% |
$10.9K - $11.1K
|
53.9K
$4.17M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
138+ 4.65% |
$10.6K - $10.8K
|
3.11K
$240K
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
130+ 5.0% |
$10K - $10.2K
|
2.73K
$211K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
120+ 0.7% |
$9.24K - $9.43K
|
17.2K
$1.33M
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
119+ 1.04% |
$9.17K - $9.35K
|
11.6K
$898K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
103+ 0.33% |
$7.93K - $8.09K
|
31.7K
$2.45M
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
79+ 2.63% |
$6.08K - $6.21K
|
3.09K
$239K
|