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 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
18.6K+ 1.92% |
$1.43M - $1.46M
|
985K
$77.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
18.5K+ 14.83% |
$1.42M - $1.45M
|
143K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
18.2K+ 7.03% |
$1.4M - $1.43M
|
277K
$21.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
17.8K+ 35.21% |
$1.37M - $1.4M
|
68.3K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
17.5K+ 21.08% |
$1.35M - $1.38M
|
101K
$7.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
17.5KNew |
$1.35M - $1.37M
|
17.5K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17.4K+ 4.67% |
$1.34M - $1.37M
|
390K
$30.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
16.3K+ 81.7% |
$1.25M - $1.28M
|
36.2K
$2.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
16.2KNew |
$1.25M - $1.28M
|
16.2K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
16.2K+ 23.53% |
$1.25M - $1.28M
|
85.2K
$6.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
16.2KNew |
$1.25M - $1.28M
|
16.2K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
16.1KNew |
$1.24M - $1.27M
|
16.1K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.8K+ 9.7% |
$1.22M - $1.24M
|
178K
$14M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.8K+ 9.34% |
$1.21M - $1.24M
|
185K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
15.7KNew |
$1.21M - $1.24M
|
15.7K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
15.7K+ 3.82% |
$1.21M - $1.23M
|
426K
$33.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15.2K+ 6.4% |
$1.17M - $1.2M
|
253K
$19.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
14.8K+ 9.58% |
$1.14M - $1.17M
|
170K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
14.8K+ 108.82% |
$1.14M - $1.16M
|
28.4K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
14.6K+ 465.63% |
$1.13M - $1.15M
|
17.8K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.6K+ 4.25% |
$1.13M - $1.15M
|
359K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
14.5KNew |
$1.12M - $1.14M
|
14.5K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
14.3KNew |
$1.1M - $1.12M
|
14.3K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14.2K+ 17.59% |
$1.09M - $1.11M
|
94.7K
$7.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13.9K+ 0.65% |
$1.07M - $1.09M
|
2.14M
$168M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.9KNew |
$1.07M - $1.09M
|
13.9K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
13.8KNew |
$1.06M - $1.09M
|
13.8K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
13.8KNew |
$1.06M - $1.09M
|
13.8K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
13.8K+ 58.95% |
$1.06M - $1.08M
|
37.1K
$2.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
13.7KNew |
$1.06M - $1.08M
|
13.7K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.7K+ 23.47% |
$1.05M - $1.08M
|
72.1K
$5.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.7K+ 19.14% |
$1.05M - $1.07M
|
85.1K
$6.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
13.4K+ 7.29% |
$1.03M - $1.05M
|
197K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
13K+ 10.45% |
$1M - $1.02M
|
138K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
12.8K+ 6.06% |
$985K - $1.01M
|
224K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
12.7K+ 5.48% |
$980K - $1M
|
245K
$19.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
12.7KNew |
$980K - $1M
|
12.7K
$998K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
12.7K+ 28.83% |
$975K - $995K
|
56.6K
$4.44M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$936K - $955K
|
12.1K
$953K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.1K+ 96.16% |
$935K - $954K
|
24.8K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
12.1K+ 38.12% |
$933K - $952K
|
43.9K
$3.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.1K+ 4.03% |
$928K - $947K
|
311K
$24.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
12KNew |
$926K - $945K
|
12K
$943K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
11.9K+ 6.19% |
$914K - $933K
|
204K
$16M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
11.7K+ 12.4% |
$904K - $922K
|
106K
$8.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
11.5K+ 2.21% |
$889K - $907K
|
534K
$41.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.5K+ 79.47% |
$888K - $906K
|
26K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
11.4KNew |
$879K - $897K
|
11.4K
$895K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
11.4K+ 17.88% |
$874K - $892K
|
74.8K
$5.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.2K+ 58.55% |
$861K - $879K
|
30.3K
$2.38M
|