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 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-67.3K- 3.57% |
$5.18M - $5.29M
|
1.82M
$142M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-76.8K- 13.8% |
$5.91M - $6.03M
|
479K
$37.4M
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-78.2K- 19.71% |
$6.02M - $6.15M
|
319K
$24.9M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-83.6K- 47.37% |
$6.44M - $6.57M
|
92.9K
$7.26M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-85.9K- 13.74% |
$6.62M - $6.75M
|
539K
$42.1M
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-121K- 76.18% |
$9.36M - $9.55M
|
38K
$2.97M
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-124K- 71.15% |
$9.54M - $9.74M
|
50.2K
$3.92M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-137K- 0.83% |
$10.6M - $10.8M
|
16.5M
$1.29B
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-233K- 11.47% |
$18M - $18.3M
|
1.8M
$141M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-260K- 0.89% |
$20.1M - $20.5M
|
28.9M
$2.26B
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-273K- 6.68% |
$21M - $21.4M
|
3.81M
$298M
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-284K- 97.62% |
$21.8M - $22.3M
|
6.91K
$540K
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-308K- 91.14% |
$23.7M - $24.2M
|
30K
$2.34M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-454K- 93.05% |
$35M - $35.7M
|
33.9K
$2.65M
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-548K- 98.71% |
$42.2M - $43.1M
|
7.19K
$561K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-599K- 9.76% |
$46.1M - $47M
|
5.54M
$433M
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-621K- 93.48% |
$47.9M - $48.8M
|
43.4K
$3.39M
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.01M- 81.67% |
$77.6M - $79.1M
|
226K
$17.7M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.21M- 30.09% |
$93.5M - $95.4M
|
2.82M
$220M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.22M- 98.83% |
$94M - $96M
|
14.4K
$1.13M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.3M- 47.48% |
$1.02B - $1.04B
|
14.7M
$1.15B
|