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 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.12K+ 20.95% |
$548K - $559K
|
41.1K
$3.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.08KNew |
$546K - $557K
|
7.08K
$556K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.07KNew |
$544K - $555K
|
7.07K
$554K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
6.97K+ 3.62% |
$537K - $548K
|
199K
$15.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
6.85K+ 14.01% |
$528K - $538K
|
55.7K
$4.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.84K+ 13.23% |
$527K - $537K
|
58.5K
$4.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.83K+ 6.47% |
$526K - $537K
|
113K
$8.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
6.69K+ 8.71% |
$515K - $525K
|
83.4K
$6.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
6.58KNew |
$507K - $517K
|
6.58K
$516K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.46KNew |
$498K - $508K
|
6.46K
$507K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.35KNew |
$489K - $499K
|
6.35K
$498K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
6.29KNew |
$484K - $494K
|
6.29K
$493K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
6.27KNew |
$483K - $493K
|
6.27K
$492K
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
6.24KNew |
$480K - $490K
|
6.24K
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.2K+ 60.98% |
$477K - $487K
|
16.4K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.19KNew |
$477K - $486K
|
6.19K
$486K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
6.14KNew |
$473K - $483K
|
6.14K
$482K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6.1KNew |
$470K - $479K
|
6.1K
$478K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
6.02K+ 13.4% |
$464K - $473K
|
51K
$4M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
6KNew |
$462K - $471K
|
6K
$471K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
5.98KNew |
$461K - $470K
|
5.98K
$469K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
5.8KNew |
$447K - $456K
|
5.8K
$455K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.72K+ 0.77% |
$441K - $450K
|
748K
$58.7M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
5.7KNew |
$439K - $448K
|
5.7K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.65KNew |
$435K - $444K
|
5.65K
$443K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.52KNew |
$425K - $434K
|
5.52K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.46KNew |
$421K - $429K
|
5.46K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.46K+ 2.4% |
$420K - $429K
|
233K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
5.43K+ 106.36% |
$419K - $427K
|
10.5K
$827K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.28K+ 9.18% |
$407K - $415K
|
62.8K
$4.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5.27K+ 10.93% |
$406K - $414K
|
53.5K
$4.2M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.25K+ 11.13% |
$404K - $412K
|
52.4K
$4.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
5.2K+ 23.8% |
$400K - $408K
|
27K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.09K+ 15.81% |
$392K - $400K
|
37.3K
$2.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.09KNew |
$392K - $400K
|
5.09K
$399K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
5.07K+ 5.67% |
$391K - $399K
|
94.6K
$7.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5.04KNew |
$388K - $396K
|
5.04K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
4.93K+ 1.66% |
$380K - $388K
|
302K
$23.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.87K+ 6.88% |
$375K - $383K
|
75.7K
$5.94M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.81K+ 4.19% |
$370K - $378K
|
120K
$9.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
4.78KNew |
$368K - $375K
|
4.78K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.75K+ 0.09% |
$366K - $373K
|
5.16M
$405M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4.73K+ 7.35% |
$365K - $372K
|
69.1K
$5.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.72K+ 4.65% |
$364K - $371K
|
106K
$8.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.67K+ 17.65% |
$359K - $367K
|
31.1K
$2.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.66K+ 157.05% |
$359K - $366K
|
7.62K
$598K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4.64K+ 2.67% |
$358K - $365K
|
178K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
4.64KNew |
$357K - $364K
|
4.64K
$364K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.63K+ 112.04% |
$357K - $364K
|
8.77K
$688K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.58KNew |
$353K - $360K
|
4.58K
$359K
|