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
Jan 13, 2025 Q4 2024	Bcs Wealth Management	BUY	-	6.35K New	$489K - $499K	6.35K $492K
Jan 28, 2025 Q4 2024	Woodward Diversified Capital, LLC	BUY	-	6.27K New	$483K - $493K	6.27K $487K
Jan 29, 2025 Q4 2024	Root Financial Partners, LLC Solana Beach, CA	BUY	-	6.2K + 60.98%	$477K - $487K	16.4K $1.27M
Jan 15, 2025 Q4 2024	Kelly Financial Services LLC Braintree, MA	BUY	-	6.19K New	$477K - $486K	6.19K $480K
Jan 23, 2025 Q4 2024	Fsa Investment Group, LLC Pensacola, FL	BUY	-	6.14K New	$473K - $483K	6.14K $477K
Jan 29, 2025 Q4 2024	Meadow Brook Investment Advisors LLC Livonia, MI	BUY	-	5.8K New	$447K - $456K	5.8K $450K
Jan 30, 2025 Q4 2024	James Investment Research Inc	BUY	-	5.7K New	$439K - $448K	5.7K $442K
Jan 30, 2025 Q4 2024	Lord & Richards Wealth Management, LLC Highlands Ranch, CO	BUY	-	5.65K New	$435K - $444K	5.65K $438K
Jan 08, 2025 Q4 2024	First Hawaiian Bank	BUY	-	5.25K + 11.13%	$404K - $412K	52.4K $4.07M
Jan 13, 2025 Q4 2024	Arbor Wealth Advisors LLC Troy, MI	BUY	-	5.2K + 23.8%	$400K - $408K	27K $2.1M
Jan 23, 2025 Q4 2024	Arcadia Wealth Management, LLC Manchester, NH	BUY	-	5.07K + 5.67%	$391K - $399K	94.6K $7.34M
Jan 13, 2025 Q4 2024	Kwmg, LLC	BUY	-	4.93K + 1.66%	$380K - $388K	302K $23.4M
Jan 29, 2025 Q4 2024	Morris Financial Concepts, Inc.	BUY	-	4.87K + 6.88%	$375K - $383K	75.7K $5.87M
Jan 28, 2025 Q4 2024	Keystone Financial Group, Inc. Atlanta, GA	BUY	-	4.78K New	$368K - $375K	4.78K $371K
Jan 13, 2025 Q4 2024	Affinity Capital Advisors, LLC	BUY	-	4.73K + 7.35%	$365K - $372K	69.1K $5.36M
Jan 21, 2025 Q4 2024	Rfg Advisory, LLC Birmingham, AL	BUY	-	4.72K + 4.65%	$364K - $371K	106K $8.25M
Jan 16, 2025 Q4 2024	Atomi Financial Group, Inc. Irvine, CA	BUY	-	4.67K + 17.65%	$359K - $367K	31.1K $2.41M
Jan 16, 2025 Q4 2024	Arbor Trust Wealth Advisors, LLC	BUY	-	4.57K New	$352K - $359K	4.57K $354K
Jan 31, 2025 Q4 2024	Vawter Financial, Ltd. Columbus, OH	BUY	-	4.55K + 3.77%	$351K - $358K	125K $9.72M
Jan 30, 2025 Q4 2024	Stanich Group LLC Montauk, NY	BUY	-	4.37K New	$336K - $343K	4.37K $339K
Jan 15, 2025 Q4 2024	Chemistry Wealth Management LLC New York, NY	BUY	-	4.3K New	$331K - $338K	4.3K $334K
Jan 17, 2025 Q4 2024	Nisa Investment Advisors, LLC	BUY	-	4.29K + 22.64%	$330K - $337K	23.2K $1.8M
Jan 17, 2025 Q4 2024	Investment Advisory Group, LLC	BUY	-	4.27K New	$329K - $336K	4.27K $331K
Jan 24, 2025 Q4 2024	Mc Carthy Grittinger Financial Group, LLC Milwaukee, WI	BUY	-	4.25K + 1.97%	$327K - $334K	219K $17M
Jan 13, 2025 Q4 2024	Mc Naughton Wealth Management, LLC	BUY	-	4.23K + 4.88%	$326K - $333K	91K $7.06M
Jan 14, 2025 Q4 2024	Acropolis Investment Management, LLC	BUY	-	4.09K + 8.5%	$315K - $321K	52.1K $4.05M
Jan 22, 2025 Q4 2024	Pfg Investments, LLC Woodbury, NY	BUY	-	4.05K + 58.16%	$312K - $318K	11K $855K
Jan 28, 2025 Q4 2024	Austin Asset Management CO Inc	BUY	-	4K + 1.93%	$308K - $314K	211K $16.4M
Jan 13, 2025 Q4 2024	Exeter Financial, LLC	BUY	-	3.93K + 3.05%	$303K - $309K	133K $10.3M
Jan 27, 2025 Q4 2024	Lion Street Advisors, LLC	BUY	-	3.85K New	$297K - $303K	3.85K $299K
Jan 22, 2025 Q4 2024	Level Financial Advisors, Inc.	BUY	-	3.82K + 2.21%	$294K - $300K	177K $13.7M
Jan 31, 2025 Q4 2024	Kestra Investment Management, LLC Austin, TX	BUY	-	3.73K New	$287K - $293K	3.73K $289K
Jan 29, 2025 Q4 2024	Apcm Wealth Management For Individuals	BUY	-	3.63K + 2.12%	$280K - $285K	175K $13.6M
Jan 14, 2025 Q4 2024	Kathmere Capital Management, LLC Wayne, PA	BUY	-	3.58K + 25.63%	$276K - $281K	17.5K $1.36M
Jan 22, 2025 Q4 2024	Slow Capital, Inc.	BUY	-	3.52K + 5.99%	$271K - $277K	62.2K $4.83M
Jan 21, 2025 Q4 2024	Dgs Capital Management, LLC	BUY	-	3.31K + 14.19%	$255K - $260K	26.6K $2.07M
Jan 13, 2025 Q4 2024	Capital Investment Advisors, LLC	BUY	-	3.28K + 4.3%	$252K - $257K	79.4K $6.16M
Jan 17, 2025 Q4 2024	Brighton Jones LLC	BUY	-	3.26K + 38.84%	$251K - $256K	11.7K $905K
Jan 15, 2025 Q4 2024	Safir Wealth Advisors, LLC	BUY	-	3.23K + 1.87%	$249K - $254K	176K $13.7M
Jan 16, 2025 Q4 2024	Brookmont Capital Management Dallas, TX	BUY	-	3.15K + 50.12%	$243K - $248K	9.44K $732K
Jan 30, 2025 Q4 2024	Legacy Capital Wealth Partners, LLC Little Rock, AR	BUY	-	3.02K New	$232K - $237K	3.02K $234K
Jan 30, 2025 Q4 2024	Pinnacle Wealth Management Advisory Group, LLC	BUY	-	3.02K + 82.06%	$232K - $237K	6.69K $519K
Jan 22, 2025 Q4 2024	Fulton Breakefield Broenniman LLC	BUY	-	2.95K New	$227K - $232K	2.95K $229K
Jan 28, 2025 Q4 2024	Thompson Investment Management, Inc.	BUY	-	2.87K + 19.34%	$221K - $226K	17.7K $1.38M
Jan 15, 2025 Q4 2024	Long View Wealth Management Atlanta, GA	BUY	-	2.86K + 3.62%	$221K - $225K	82K $6.37M
Jan 17, 2025 Q4 2024	Lake Hills Wealth Management, LLC	BUY	-	2.79K New	$215K - $220K	2.79K $217K
Jan 15, 2025 Q4 2024	Rf&L Wealth Management, LLC Acton, MA	BUY	-	2.76K + 2.86%	$213K - $217K	99.4K $7.71M
Jan 29, 2025 Q4 2024	Guardian Asset Advisors, LLC Mechanicsburg, PA	BUY	-	2.72K New	$209K - $214K	2.72K $211K
Jan 28, 2025 Q4 2024	V2 Financial Group LLC Naperville, IL	BUY	-	2.71K + 76.25%	$209K - $213K	6.26K $486K
Jan 28, 2025 Q4 2024	Lodestar Private Asset Management LLC Alamo, CA	BUY	-	2.69K New	$207K - $211K	2.69K $209K

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Account

Purchases and Sales Made in Q4 2024 in Vanguard Bd Index Fd Inc Short (BSV)

6.35K

6.27K

6.2K

6.19K

6.14K

5.8K

5.7K

5.65K

5.25K

5.2K

5.07K

4.93K

4.87K

4.78K

4.73K

4.72K

4.67K

4.57K

4.55K

4.37K

4.3K

4.29K

4.27K

4.25K

4.23K

4.09K

4.05K

4K

3.93K

3.85K

3.82K

3.73K

3.63K

3.58K

3.52K

3.31K

3.28K

3.26K

3.23K

3.15K

3.02K

3.02K

2.95K

2.87K

2.86K

2.79K

2.76K

2.72K

2.71K

2.69K

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Institutional Portfolio Updates

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