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 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
72+ 0.54% |
$5.55K - $5.66K
|
13.3K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
68+ 1.69% |
$5.24K - $5.34K
|
4.09K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
67New |
$5.16K - $5.26K
|
67
$5.23K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
67New |
$5.16K - $5.26K
|
67
$5.23K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
65+ 1.33% |
$5.01K - $5.11K
|
4.95K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
65+ 1.14% |
$5.01K - $5.11K
|
5.75K
$449K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
65+ 0.12% |
$5.01K - $5.11K
|
54.5K
$4.26M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
61+ 2.03% |
$4.7K - $4.79K
|
3.07K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
60+ 0.33% |
$4.62K - $4.71K
|
18K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
60+ 0.05% |
$4.62K - $4.71K
|
130K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
59+ 1.23% |
$4.54K - $4.64K
|
4.85K
$379K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
58+ 1.21% |
$4.47K - $4.56K
|
4.87K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
58+ 0.8% |
$4.47K - $4.56K
|
7.29K
$569K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
56+ 1.02% |
$4.31K - $4.4K
|
5.53K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
56+ 0.8% |
$4.31K - $4.4K
|
7.02K
$548K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
56+ 0.06% |
$4.31K - $4.4K
|
99.7K
$7.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55+ 1.13% |
$4.24K - $4.32K
|
4.93K
$385K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
54+ 0.88% |
$4.16K - $4.24K
|
6.21K
$485K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
51New |
$3.93K - $4.01K
|
51
$3.98K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
51+ 0.77% |
$3.93K - $4.01K
|
6.71K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
51+ 0.81% |
$3.93K - $4.01K
|
6.38K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51+ 0.79% |
$3.93K - $4.01K
|
6.48K
$506K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
50New |
$3.85K - $3.93K
|
50
$3.91K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
49+ 1.03% |
$3.77K - $3.85K
|
4.83K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
47+ 1.54% |
$3.62K - $3.69K
|
3.1K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
46+ 1.19% |
$3.54K - $3.61K
|
3.92K
$306K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
46+ 1.35% |
$3.54K - $3.61K
|
3.45K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
46+ 1.2% |
$3.54K - $3.61K
|
3.87K
$302K
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
45+ 0.48% |
$3.47K - $3.54K
|
9.44K
$737K
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
45+ 0.72% |
$3.47K - $3.54K
|
6.28K
$490K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
39New |
$3K - $3.06K
|
39
$3.05K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
36+ 1.2% |
$2.77K - $2.83K
|
3.04K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
35+ 19.02% |
$2.7K - $2.75K
|
219
$17.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
34+ 1.2% |
$2.62K - $2.67K
|
2.86K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
33+ 1.19% |
$2.54K - $2.59K
|
2.81K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
32+ 0.97% |
$2.46K - $2.51K
|
3.33K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
32+ 0.89% |
$2.46K - $2.51K
|
3.63K
$284K
|
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
31+ 1.2% |
$2.39K - $2.44K
|
2.6K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
31+ 1.2% |
$2.39K - $2.44K
|
2.61K
$204K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
30+ 1.1% |
$2.31K - $2.36K
|
2.75K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
29+ 90.63% |
$2.23K - $2.28K
|
61
$4.76K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
28+ 0.45% |
$2.16K - $2.2K
|
6.24K
$487K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
22+ 0.45% |
$1.69K - $1.73K
|
4.86K
$380K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
21+ 0.06% |
$1.62K - $1.65K
|
36.2K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
17+ 0.49% |
$1.31K - $1.34K
|
3.47K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16+ 0.1% |
$1.23K - $1.26K
|
16.5K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15New |
$1.16K - $1.18K
|
15
$1.17K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
15+ 136.36% |
$1.16K - $1.18K
|
26
$2.03K
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
13+ 0.04% |
$1K - $1.02K
|
34.2K
$2.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13+ 1.13% |
$1K - $1.02K
|
1.17K
$91.2K
|