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 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-316- 2.16% |
$24.3K - $24.8K
|
14.3K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-318- 1.97% |
$24.5K - $25K
|
15.8K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-324- 10.41% |
$25K - $25.5K
|
2.79K
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-333- 0.97% |
$25.6K - $26.2K
|
33.8K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-337- 1.84% |
$26K - $26.5K
|
17.9K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-351- 29.97% |
$27K - $27.6K
|
820
$63.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-355- 71.0% |
$27.3K - $27.9K
|
145
$11.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-383- 2.85% |
$29.5K - $30.1K
|
13.1K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-396- 1.53% |
$30.5K - $31.1K
|
25.5K
$1.98M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-397- 72.31% |
$30.6K - $31.2K
|
152
$11.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-418- 13.59% |
$32.2K - $32.8K
|
2.66K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-454- 3.13% |
$35K - $35.7K
|
14K
$1.09M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-458- 2.36% |
$35.3K - $36K
|
18.9K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-471- 7.3% |
$36.3K - $37K
|
5.98K
$464K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-481- 1.79% |
$37K - $37.8K
|
26.3K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-487- 0.48% |
$37.5K - $38.3K
|
102K
$7.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-490- 1.0% |
$37.7K - $38.5K
|
48.7K
$3.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-495- 5.75% |
$38.1K - $38.9K
|
8.12K
$630K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-502- 7.66% |
$38.7K - $39.4K
|
6.05K
$469K
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-515- 15.56% |
$39.7K - $40.5K
|
2.8K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-535- 15.94% |
$41.2K - $42K
|
2.82K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-537- 13.61% |
$41.4K - $42.2K
|
3.41K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-550- 3.13% |
$42.4K - $43.2K
|
17K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-584- 7.07% |
$45K - $45.9K
|
7.67K
$595K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-600- 6.9% |
$46.2K - $47.1K
|
8.09K
$628K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-618- 1.0% |
$47.6K - $48.6K
|
61K
$4.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-665- 5.0% |
$51.2K - $52.3K
|
12.6K
$980K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-667- 2.74% |
$51.4K - $52.4K
|
23.7K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-700- 19.94% |
$53.9K - $55K
|
2.81K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-722- 7.34% |
$55.6K - $56.7K
|
9.11K
$707K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-725- 4.17% |
$55.8K - $57K
|
16.7K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-793- 2.99% |
$61.1K - $62.3K
|
25.7K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-794- 0.7% |
$61.2K - $62.4K
|
112K
$8.69M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-813- 2.08% |
$62.6K - $63.9K
|
38.2K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-852- 7.48% |
$65.6K - $67K
|
10.5K
$817K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-857- 86.48% |
$66K - $67.3K
|
134
$10.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-868- 29.63% |
$66.9K - $68.2K
|
2.06K
$160K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-887- 15.33% |
$68.3K - $69.7K
|
4.9K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-888- 2.44% |
$68.4K - $69.8K
|
35.5K
$2.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-892- 62.95% |
$68.7K - $70.1K
|
525
$40.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-905- 17.44% |
$69.7K - $71.1K
|
4.29K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-906- 3.0% |
$69.8K - $71.2K
|
29.2K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-908- 5.6% |
$69.9K - $71.4K
|
15.3K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-925- 2.31% |
$71.2K - $72.7K
|
39.1K
$3.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-926- 3.19% |
$71.3K - $72.8K
|
28.1K
$2.18M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-961- 26.87% |
$74K - $75.5K
|
2.62K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-975- 1.35% |
$75.1K - $76.6K
|
71K
$5.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-983- 14.51% |
$75.7K - $77.2K
|
5.79K
$449K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-996- 1.72% |
$76.7K - $78.3K
|
57K
$4.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.02K- 4.03% |
$78.2K - $79.8K
|
24.2K
$1.88M
|