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 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
104+ 0.07% |
$8.01K - $8.17K
|
147K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
103+ 0.67% |
$7.93K - $8.09K
|
15.6K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
103+ 0.33% |
$7.93K - $8.09K
|
31.7K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
100+ 0.22% |
$7.7K - $7.86K
|
46.5K
$3.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
95+ 0.47% |
$7.32K - $7.47K
|
20.3K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
91+ 1.62% |
$7.01K - $7.15K
|
5.72K
$444K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
85+ 1.0% |
$6.55K - $6.68K
|
8.57K
$665K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
84New |
$6.47K - $6.6K
|
84
$6.52K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
81New |
$6.24K - $6.36K
|
81
$6.29K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
79+ 2.63% |
$6.08K - $6.21K
|
3.09K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
75+ 5.74% |
$5.78K - $5.89K
|
1.38K
$107K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
72+ 1.16% |
$5.55K - $5.66K
|
6.26K
$486K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
72+ 0.54% |
$5.55K - $5.66K
|
13.3K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
68+ 1.69% |
$5.24K - $5.34K
|
4.09K
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
67New |
$5.16K - $5.26K
|
67
$5.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
67New |
$5.16K - $5.26K
|
67
$5.2K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
65+ 1.33% |
$5.01K - $5.11K
|
4.95K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
60+ 0.33% |
$4.62K - $4.71K
|
18K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
58+ 1.21% |
$4.47K - $4.56K
|
4.87K
$378K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
50New |
$3.85K - $3.93K
|
50
$3.88K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
49+ 1.03% |
$3.77K - $3.85K
|
4.83K
$374K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
46+ 1.19% |
$3.54K - $3.61K
|
3.92K
$304K
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
45+ 0.48% |
$3.47K - $3.54K
|
9.44K
$732K
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
45+ 0.72% |
$3.47K - $3.54K
|
6.28K
$487K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
36+ 1.2% |
$2.77K - $2.83K
|
3.04K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
34+ 1.2% |
$2.62K - $2.67K
|
2.86K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
33+ 1.19% |
$2.54K - $2.59K
|
2.81K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
32+ 0.97% |
$2.46K - $2.51K
|
3.33K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
30+ 1.1% |
$2.31K - $2.36K
|
2.75K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
29+ 90.63% |
$2.23K - $2.28K
|
61
$4.73K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
28+ 0.45% |
$2.16K - $2.2K
|
6.24K
$484K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
21+ 0.06% |
$1.62K - $1.65K
|
36.2K
$2.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15New |
$1.16K - $1.18K
|
15
$1.16K
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
13+ 0.04% |
$1K - $1.02K
|
34.2K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
10New |
$770 - $786
|
10
$776
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 5.99% |
$770 - $786
|
177
$13.7K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$770 - $786
|
8.05K
$624K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
8+ 0.11% |
$616 - $629
|
7.02K
$545K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
8+ 0.28% |
$616 - $629
|
2.88K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
8+ 0.06% |
$616 - $629
|
14.1K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3+ 0.01% |
$231 - $236
|
20.6K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2+ 12.5% |
$154 - $157
|
18
$1.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.11% |
$77 - $78.6
|
91
$7.06K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.66% |
$77 - $78.6
|
152
$11.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1New |
$77 - $78.6
|
1
$77.6
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 3.95% |
$231 - $236
|
73
$5.66K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-7- 0.23% |
$539 - $550
|
3.03K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-10- 0.16% |
$770 - $786
|
6.39K
$495K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-14- 0.48% |
$1.08K - $1.1K
|
2.91K
$226K
|