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
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5.03K- 12.97% |
$388K - $395K
|
33.8K
$2.62M
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.14K- 22.47% |
$396K - $404K
|
17.7K
$1.38M
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-5.17K- 6.45% |
$398K - $406K
|
75K
$5.82M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.44K- 47.74% |
$419K - $427K
|
5.95K
$462K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5.48K- 4.73% |
$422K - $430K
|
110K
$8.56M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-5.58K- 33.23% |
$429K - $438K
|
11.2K
$870K
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.58K- 11.53% |
$430K - $439K
|
42.9K
$3.33M
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.61K- 37.66% |
$432K - $441K
|
9.29K
$721K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.62K- 6.23% |
$433K - $442K
|
84.6K
$6.57M
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5.72K- 13.08% |
$441K - $450K
|
38K
$2.95M
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.8K- 39.32% |
$446K - $456K
|
8.95K
$695K
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-6.07K- 30.16% |
$468K - $477K
|
14.1K
$1.09M
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.25K- 51.77% |
$482K - $491K
|
5.82K
$452K
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-6.26K- 10.94% |
$482K - $492K
|
51K
$3.96M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-6.31K- 7.87% |
$486K - $496K
|
73.9K
$5.74M
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-6.46K- 29.22% |
$498K - $508K
|
15.7K
$1.22M
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-6.65K- 38.59% |
$512K - $522K
|
10.6K
$822K
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-6.81K- 12.96% |
$525K - $535K
|
45.7K
$3.55M
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
SELL
|
- |
-6.88K- 26.31% |
$530K - $541K
|
19.3K
$1.5M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.05K- 5.97% |
$543K - $554K
|
111K
$8.63M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.07K- 82.66% |
$545K - $556K
|
1.48K
$115K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-7.23K- 11.42% |
$557K - $568K
|
56.1K
$4.35M
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.44K- 35.09% |
$573K - $584K
|
13.8K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.48K- 8.07% |
$576K - $588K
|
85.2K
$6.62M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.49K- 21.53% |
$577K - $588K
|
27.3K
$2.12M
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-7.65K- 23.44% |
$589K - $601K
|
25K
$1.94M
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
SELL
|
- |
-8.45K- 6.53% |
$651K - $664K
|
121K
$9.4M
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-8.57K- 8.85% |
$660K - $673K
|
88.3K
$6.86M
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-8.58K- 52.95% |
$660K - $674K
|
7.62K
$592K
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8.83K- 7.56% |
$680K - $694K
|
108K
$8.39M
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-8.89K- 74.28% |
$685K - $699K
|
3.08K
$239K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-9.1K- 1.32% |
$701K - $715K
|
679K
$52.7M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.54K- 7.74% |
$734K - $749K
|
114K
$8.82M
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-10K- 67.91% |
$770K - $786K
|
4.73K
$367K
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-10K- 4.27% |
$773K - $789K
|
225K
$17.5M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.3K- 9.82% |
$794K - $810K
|
94.8K
$7.36M
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-10.4K- 13.86% |
$801K - $817K
|
64.6K
$5.02M
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-10.5K- 11.89% |
$809K - $825K
|
77.9K
$6.05M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.7K- 1.93% |
$825K - $842K
|
544K
$42.2M
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-11.4K- 42.72% |
$877K - $895K
|
15.3K
$1.19M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.4K- 8.55% |
$880K - $898K
|
122K
$9.49M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.7K- 2.28% |
$901K - $920K
|
502K
$39M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.9K- 73.87% |
$917K - $935K
|
4.21K
$327K
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.8K- 7.04% |
$984K - $1M
|
169K
$13.1M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.8K- 4.75% |
$985K - $1.01M
|
256K
$19.9M
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-14.1K- 14.17% |
$1.09M - $1.11M
|
85.5K
$6.64M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-14.5K- 5.5% |
$1.12M - $1.14M
|
250K
$19.4M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15.4K- 32.76% |
$1.19M - $1.21M
|
31.7K
$2.46M
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-15.8K- 6.16% |
$1.22M - $1.24M
|
241K
$18.7M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-16.1K- 19.13% |
$1.24M - $1.26M
|
68K
$5.28M
|