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 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
138+ 4.65% |
$10.6K - $10.8K
|
3.11K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
130+ 5.0% |
$10K - $10.2K
|
2.73K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
129+ 0.31% |
$9.94K - $10.1K
|
41.5K
$3.21M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
120+ 0.7% |
$9.24K - $9.43K
|
17.2K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
119+ 1.04% |
$9.17K - $9.35K
|
11.6K
$898K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
105+ 1.96% |
$8.09K - $8.25K
|
5.46K
$422K
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
104+ 0.07% |
$8.01K - $8.17K
|
147K
$11.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
104+ 4.42% |
$8.01K - $8.17K
|
2.46K
$190K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
103+ 0.67% |
$7.93K - $8.09K
|
15.6K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
103+ 0.33% |
$7.93K - $8.09K
|
31.7K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
100+ 0.22% |
$7.7K - $7.86K
|
46.5K
$3.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
95+ 0.47% |
$7.32K - $7.47K
|
20.3K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
91+ 1.62% |
$7.01K - $7.15K
|
5.72K
$442K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
85+ 1.0% |
$6.55K - $6.68K
|
8.57K
$663K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
84New |
$6.47K - $6.6K
|
84
$6.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
81New |
$6.24K - $6.36K
|
81
$6.26K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
79+ 2.63% |
$6.08K - $6.21K
|
3.09K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
75+ 5.74% |
$5.78K - $5.89K
|
1.38K
$107K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
72+ 1.16% |
$5.55K - $5.66K
|
6.26K
$484K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
72+ 0.54% |
$5.55K - $5.66K
|
13.3K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
68+ 1.69% |
$5.24K - $5.34K
|
4.09K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
67New |
$5.16K - $5.26K
|
67
$5.18K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
67New |
$5.16K - $5.26K
|
67
$5.18K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
65+ 1.33% |
$5.01K - $5.11K
|
4.95K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
65+ 1.14% |
$5.01K - $5.11K
|
5.75K
$444K
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
60+ 0.05% |
$4.62K - $4.71K
|
130K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
60+ 0.33% |
$4.62K - $4.71K
|
18K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
58+ 1.21% |
$4.47K - $4.56K
|
4.87K
$376K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
56+ 1.02% |
$4.31K - $4.4K
|
5.53K
$428K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
54+ 0.88% |
$4.16K - $4.24K
|
6.21K
$480K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
50New |
$3.85K - $3.93K
|
50
$3.87K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
49+ 1.03% |
$3.77K - $3.85K
|
4.83K
$373K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
46+ 1.19% |
$3.54K - $3.61K
|
3.92K
$303K
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
45+ 0.48% |
$3.47K - $3.54K
|
9.44K
$730K
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
45+ 0.72% |
$3.47K - $3.54K
|
6.28K
$485K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
39New |
$3K - $3.06K
|
39
$3.02K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
36+ 1.2% |
$2.77K - $2.83K
|
3.04K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
35+ 19.02% |
$2.7K - $2.75K
|
219
$16.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
34+ 1.2% |
$2.62K - $2.67K
|
2.86K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
33+ 1.19% |
$2.54K - $2.59K
|
2.81K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
32+ 0.97% |
$2.46K - $2.51K
|
3.33K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
31+ 1.2% |
$2.39K - $2.44K
|
2.6K
$201K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
30+ 1.1% |
$2.31K - $2.36K
|
2.75K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
29+ 90.63% |
$2.23K - $2.28K
|
61
$4.72K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
28+ 0.45% |
$2.16K - $2.2K
|
6.24K
$482K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
21+ 0.06% |
$1.62K - $1.65K
|
36.2K
$2.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16+ 0.1% |
$1.23K - $1.26K
|
16.5K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15New |
$1.16K - $1.18K
|
15
$1.16K
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
13+ 0.04% |
$1K - $1.02K
|
34.2K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13+ 1.13% |
$1K - $1.02K
|
1.17K
$90.2K
|