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 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.1K+ 9.73% |
$852K - $869K
|
125K
$9.79M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11K+ 21.68% |
$848K - $865K
|
61.8K
$4.85M
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11K+ 75.99% |
$847K - $865K
|
25.5K
$2M
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
10.8K+ 14.01% |
$830K - $847K
|
87.7K
$6.88M
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
10.5K+ 5.79% |
$809K - $825K
|
192K
$15M
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10.2K+ 2.53% |
$788K - $804K
|
415K
$32.6M
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
10K+ 18.2% |
$772K - $787K
|
65.1K
$5.1M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10KNew |
$770K - $786K
|
10K
$785K
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
9.92KNew |
$764K - $779K
|
9.92K
$778K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.89K+ 2.5% |
$761K - $777K
|
406K
$31.8M
|
|
Apr 18, 2025
Q4 2024
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
9.89KNew |
$761K - $777K
|
9.89K
$776K
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
9.76K+ 22.4% |
$752K - $767K
|
53.4K
$4.19M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.75K+ 62.29% |
$751K - $766K
|
25.4K
$1.99M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
9.72KNew |
$749K - $764K
|
9.72K
$763K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
9.62KNew |
$741K - $756K
|
9.62K
$755K
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
9.56K+ 61.1% |
$736K - $751K
|
25.2K
$1.98M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.38K+ 25.41% |
$723K - $737K
|
46.3K
$3.63M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.34K+ 8.54% |
$720K - $734K
|
119K
$9.31M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9.34K+ 5.49% |
$720K - $734K
|
179K
$14.1M
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
9.34K+ 6.39% |
$719K - $734K
|
155K
$12.2M
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
9.26KNew |
$713K - $727K
|
9.26K
$726K
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
9.2KNew |
$709K - $723K
|
9.2K
$722K
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
9.2K+ 2.54% |
$708K - $723K
|
371K
$29.1M
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
9.12KNew |
$702K - $716K
|
9.12K
$715K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9.09K+ 374.55% |
$700K - $715K
|
11.5K
$904K
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.99KNew |
$693K - $707K
|
8.99K
$706K
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.92K+ 176.0% |
$687K - $701K
|
14K
$1.1M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.92K+ 8.05% |
$687K - $701K
|
120K
$9.39M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.8K+ 4.26% |
$678K - $691K
|
215K
$16.9M
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
8.76K+ 7.06% |
$675K - $688K
|
133K
$10.4M
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
8.74KNew |
$673K - $687K
|
8.74K
$686K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.74K+ 1.01% |
$673K - $687K
|
873K
$68.5M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.21K+ 5.91% |
$632K - $645K
|
147K
$11.5M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.19K+ 59.14% |
$631K - $643K
|
22K
$1.73M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
8.1K+ 17.44% |
$624K - $636K
|
54.5K
$4.28M
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
8.1KNew |
$623K - $636K
|
8.1K
$635K
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
8.09K+ 1.59% |
$623K - $636K
|
516K
$40.5M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.82K+ 21.18% |
$603K - $615K
|
44.8K
$3.51M
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
7.79KNew |
$600K - $612K
|
7.79K
$611K
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
7.72K+ 4.24% |
$595K - $607K
|
190K
$14.9M
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.66K+ 1.9% |
$590K - $602K
|
410K
$32.2M
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.59KNew |
$585K - $597K
|
7.59K
$596K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.58K+ 2.25% |
$583K - $595K
|
344K
$27M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.52K+ 14.01% |
$579K - $591K
|
61.2K
$4.8M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.51KNew |
$578K - $590K
|
7.51K
$589K
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
7.47KNew |
$576K - $587K
|
7.47K
$586K
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
7.46KNew |
$575K - $586K
|
7.46K
$585K
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
7.41K+ 16.26% |
$571K - $583K
|
53K
$4.16M
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
7.25K+ 6.59% |
$558K - $569K
|
117K
$9.19M
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
7.23KNew |
$557K - $568K
|
7.23K
$568K
|