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
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
316K+ 141.43% |
$24.3M - $24.8M
|
539K
$41.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
116KNew |
$8.93M - $9.11M
|
116K
$8.97M
|
|
|
Jan 17, 2025
Q4 2024
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
108K+ 28.59% |
$8.33M - $8.5M
|
487K
$37.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
83.1K+ 12.13% |
$6.4M - $6.53M
|
769K
$59.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
82.3KNew |
$6.34M - $6.47M
|
82.3K
$6.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
76.7KNew |
$5.91M - $6.03M
|
76.7K
$5.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
67KNew |
$5.16M - $5.27M
|
67K
$5.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
62.3KNew |
$4.8M - $4.9M
|
62.3K
$4.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
58.7KNew |
$4.52M - $4.62M
|
58.7K
$4.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
58.3K+ 8.22% |
$4.49M - $4.58M
|
767K
$59.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
57.7K+ 10.49% |
$4.44M - $4.53M
|
608K
$47M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
55.5KNew |
$4.28M - $4.36M
|
55.5K
$4.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
49.3KNew |
$3.8M - $3.88M
|
49.3K
$3.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
48.4K+ 17.05% |
$3.73M - $3.8M
|
332K
$25.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
46.6K+ 38.01% |
$3.59M - $3.66M
|
169K
$13.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
45.4K+ 5.52% |
$3.49M - $3.56M
|
867K
$67M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
43.4K+ 520.12% |
$3.34M - $3.41M
|
51.8K
$4M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
41.9K+ 69.63% |
$3.22M - $3.29M
|
102K
$7.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
40.8K+ 30.71% |
$3.14M - $3.2M
|
173K
$13.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
36.3K+ 8.58% |
$2.8M - $2.85M
|
460K
$35.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29.1K+ 9.76% |
$2.24M - $2.29M
|
327K
$25.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
28.2K+ 59.48% |
$2.17M - $2.22M
|
75.7K
$5.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
28K+ 9.8% |
$2.16M - $2.2M
|
314K
$24.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
26K+ 3.5% |
$2M - $2.04M
|
769K
$59.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
25K+ 37.58% |
$1.93M - $1.97M
|
91.6K
$7.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
24.8K+ 7.38% |
$1.91M - $1.95M
|
360K
$27.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
24K+ 19.61% |
$1.85M - $1.89M
|
146K
$11.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
21.6KNew |
$1.67M - $1.7M
|
21.6K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
21.4K+ 14.82% |
$1.65M - $1.68M
|
166K
$12.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
20.4K+ 117.46% |
$1.57M - $1.6M
|
37.7K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
20.3K+ 27.62% |
$1.56M - $1.59M
|
93.6K
$7.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
17.8K+ 35.21% |
$1.37M - $1.4M
|
68.3K
$5.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15.2K+ 6.4% |
$1.17M - $1.2M
|
253K
$19.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
14.6K+ 465.63% |
$1.13M - $1.15M
|
17.8K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
13.4K+ 7.29% |
$1.03M - $1.05M
|
197K
$15.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
13K+ 10.45% |
$1M - $1.02M
|
138K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
12.8K+ 6.06% |
$985K - $1.01M
|
224K
$17.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.1K+ 96.16% |
$935K - $954K
|
24.8K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
12.1K+ 38.12% |
$933K - $952K
|
43.9K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
12KNew |
$926K - $945K
|
12K
$930K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
11.7K+ 12.4% |
$904K - $922K
|
106K
$8.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.2K+ 58.55% |
$861K - $879K
|
30.3K
$2.34M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
10K+ 18.2% |
$772K - $787K
|
65.1K
$5.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
9.76K+ 22.4% |
$752K - $767K
|
53.4K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
9.56K+ 61.1% |
$736K - $751K
|
25.2K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9.34K+ 5.49% |
$720K - $734K
|
179K
$13.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9.09K+ 374.55% |
$700K - $715K
|
11.5K
$891K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.92K+ 8.05% |
$687K - $701K
|
120K
$9.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.74K+ 1.01% |
$673K - $687K
|
873K
$67.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.19K+ 59.14% |
$631K - $643K
|
22K
$1.7M
|