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 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
635New |
$48.9K - $49.9K
|
635
$49.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
611New |
$47.1K - $48K
|
611
$47.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
603+ 0.19% |
$46.4K - $47.4K
|
315K
$24.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
600+ 0.3% |
$46.2K - $47.1K
|
202K
$15.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
589+ 1.35% |
$45.4K - $46.3K
|
44.2K
$3.42M
|
|
|
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 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
551+ 2.45% |
$42.4K - $43.3K
|
23.1K
$1.79M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
550New |
$42.4K - $43.2K
|
550
$42.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
549+ 2.26% |
$42.3K - $43.1K
|
24.8K
$1.92M
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
510+ 26.84% |
$39.3K - $40.1K
|
2.41K
$186K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
510+ 8.08% |
$39.3K - $40.1K
|
6.83K
$528K
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
497+ 0.15% |
$38.3K - $39.1K
|
326K
$25.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
473+ 18.92% |
$36.4K - $37.2K
|
2.97K
$230K
|
|
|
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 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
465+ 6.63% |
$35.8K - $36.5K
|
7.48K
$578K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
450+ 15.78% |
$34.7K - $35.4K
|
3.3K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
433+ 0.18% |
$33.3K - $34K
|
246K
$19M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
432+ 7.42% |
$33.3K - $33.9K
|
6.25K
$484K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
420New |
$32.3K - $33K
|
420
$32.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
400+ 2.42% |
$30.8K - $31.4K
|
16.9K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
399+ 4.69% |
$30.7K - $31.4K
|
8.91K
$689K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
392+ 201.03% |
$30.2K - $30.8K
|
587
$45.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
358+ 1.49% |
$27.6K - $28.1K
|
24.4K
$1.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
355+ 1.6% |
$27.3K - $27.9K
|
22.5K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
325+ 8.95% |
$25K - $25.5K
|
3.96K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
318+ 1.44% |
$24.5K - $25K
|
22.5K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
305+ 1.9% |
$23.5K - $24K
|
16.3K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
281+ 2.48% |
$21.6K - $22.1K
|
11.6K
$898K
|
|
|
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
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
243+ 6.46% |
$18.7K - $19.1K
|
4K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
237+ 0.96% |
$18.3K - $18.6K
|
24.8K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
211New |
$16.3K - $16.6K
|
211
$16.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
211+ 5.49% |
$16.3K - $16.6K
|
4.06K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
211+ 152.9% |
$16.3K - $16.6K
|
349
$27K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
204New |
$15.7K - $16K
|
204
$15.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
204+ 0.8% |
$15.7K - $16K
|
25.5K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
173+ 0.46% |
$13.3K - $13.6K
|
37.8K
$2.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
172+ 3.29% |
$13.2K - $13.5K
|
5.41K
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
168+ 1.08% |
$12.9K - $13.2K
|
15.7K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
157+ 2.43% |
$12.1K - $12.3K
|
6.63K
$512K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
156+ 1.17% |
$12K - $12.3K
|
13.5K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
154+ 4.94% |
$11.9K - $12.1K
|
3.27K
$253K
|
|
|
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
|