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 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$770 - $786
|
8.05K
$622K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 5.99% |
$770 - $786
|
177
$13.7K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
10New |
$770 - $786
|
10
$773
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
8+ 0.11% |
$616 - $629
|
7.02K
$543K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
8+ 0.28% |
$616 - $629
|
2.88K
$223K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
8+ 0.06% |
$616 - $629
|
14.1K
$1.09M
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7+ 0.16% |
$539 - $550
|
4.4K
$340K
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
4+ 0.06% |
$308 - $314
|
6.83K
$528K
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3+ 0.01% |
$231 - $236
|
20.6K
$1.59M
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2+ 12.5% |
$154 - $157
|
18
$1.39K
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.14% |
$154 - $157
|
1.45K
$112K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.66% |
$77 - $78.6
|
152
$11.8K
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.01% |
$77 - $78.6
|
14.1K
$1.09M
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.11% |
$77 - $78.6
|
91
$7.04K
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1New |
$77 - $78.6
|
1
$77.3
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2- 0.03% |
$154 - $157
|
6.3K
$487K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 3.95% |
$231 - $236
|
73
$5.65K
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-7- 0.23% |
$539 - $550
|
3.03K
$234K
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-10- 0.16% |
$770 - $786
|
6.39K
$494K
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-14- 0.48% |
$1.08K - $1.1K
|
2.91K
$225K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-15- 1.09% |
$1.16K - $1.18K
|
1.37K
$106K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-16- 0.53% |
$1.23K - $1.26K
|
3.03K
$234K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-18- 0.24% |
$1.39K - $1.41K
|
7.54K
$583K
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-18- 0.44% |
$1.39K - $1.41K
|
4.09K
$317K
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-20- 0.4% |
$1.54K - $1.57K
|
5K
$387K
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.38% |
$2.31K - $2.36K
|
7.83K
$605K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-31- 1.15% |
$2.39K - $2.44K
|
2.67K
$207K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-32- 1.13% |
$2.46K - $2.51K
|
2.81K
$217K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-40- 1.18% |
$3.08K - $3.14K
|
3.36K
$260K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-48- 0.38% |
$3.7K - $3.77K
|
12.5K
$968K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-50- 1.08% |
$3.85K - $3.93K
|
4.59K
$355K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-61- 1.36% |
$4.7K - $4.79K
|
4.44K
$343K
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-64- 1.97% |
$4.93K - $5.03K
|
3.19K
$246K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-65- 13.21% |
$5.01K - $5.11K
|
427
$33K
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-65- 2.13% |
$5.01K - $5.11K
|
2.99K
$231K
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-66- 1.43% |
$5.08K - $5.19K
|
4.56K
$352K
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-80- 2.75% |
$6.16K - $6.29K
|
2.83K
$218K
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-85- 0.72% |
$6.55K - $6.68K
|
11.6K
$901K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-85- 12.92% |
$6.55K - $6.68K
|
573
$44.3K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-98- 1.02% |
$7.55K - $7.7K
|
9.53K
$737K
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-100- 2.24% |
$7.7K - $7.86K
|
4.37K
$338K
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-100- 0.07% |
$7.7K - $7.86K
|
149K
$11.5M
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-110- 1.08% |
$8.47K - $8.64K
|
10.1K
$779K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-110- 3.31% |
$8.47K - $8.64K
|
3.21K
$248K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-120- 12.62% |
$9.24K - $9.43K
|
831
$64.3K
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-125- 1.93% |
$9.63K - $9.82K
|
6.35K
$491K
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-128- 1.07% |
$9.86K - $10.1K
|
11.9K
$918K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-128- 15.15% |
$9.86K - $10.1K
|
717
$55.4K
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-129- 3.92% |
$9.94K - $10.1K
|
3.16K
$244K
|