Latest Institutional Purchases of Vanguard Bd Index Fd Inc Short (BSV)
This list provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Short (BSV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
100New |
$7.46K - $7.7K
|
100
$7.88K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
80New |
$5.97K - $6.16K
|
80
$6.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
79+ 0.98% |
$5.9K - $6.09K
|
8.11K
$639K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
70New |
$5.22K - $5.39K
|
70
$5.51K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
70+ 67.31% |
$5.22K - $5.39K
|
174
$13.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
62New |
$4.63K - $4.78K
|
62
$4.88K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
33+ 1.11% |
$2.46K - $2.54K
|
3.01K
$237K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
29+ 1.01% |
$2.16K - $2.23K
|
2.91K
$229K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
27New |
$2.02K - $2.08K
|
27
$2.13K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
23+ 0.14% |
$1.72K - $1.77K
|
16.4K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
15New |
$1.12K - $1.16K
|
15
$1.18K
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
BUY
|
- |
15+ 0.02% |
$1.12K - $1.16K
|
88.6K
$6.98M
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
9New |
$672 - $693
|
9
$709
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5New |
$373 - $385
|
5
$394
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5+ 0.15% |
$373 - $385
|
3.33K
$262K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.33% |
$74.6 - $77
|
76
$5.99K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.19% |
$74.6 - $77
|
515
$40.6K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
19.7K+ 9.64% |
$1.47M - $1.49M
|
224K
$17.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
11.3KNew |
$846K - $856K
|
11.3K
$888K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
10.3KNew |
$772K - $781K
|
10.3K
$811K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
7.9KNew |
$592K - $599K
|
7.9K
$622K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.46K+ 8.58% |
$334K - $339K
|
56.4K
$4.45M
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
4.1KNew |
$307K - $311K
|
4.1K
$323K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.01K+ 2.55% |
$300K - $304K
|
161K
$12.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.74K+ 14944.0% |
$280K - $284K
|
3.76K
$296K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.61KNew |
$270K - $274K
|
3.61K
$284K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.02KNew |
$226K - $229K
|
3.02K
$238K
|
|
|
Nov 07, 2023
Q3 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.96K+ 85.34% |
$222K - $225K
|
6.44K
$507K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.88KNew |
$216K - $219K
|
2.88K
$227K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.85K+ 14.52% |
$213K - $216K
|
22.4K
$1.77M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.73KNew |
$205K - $208K
|
2.73K
$215K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.69KNew |
$202K - $204K
|
2.69K
$212K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
2.59KNew |
$194K - $197K
|
2.59K
$204K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.1K+ 40.83% |
$158K - $160K
|
7.25K
$571K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.56KNew |
$117K - $118K
|
1.56K
$122K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
912New |
$68.4K - $69.2K
|
912
$71.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
650New |
$48.7K - $49.4K
|
650
$51.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
634New |
$47.5K - $48.1K
|
634
$49.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
371New |
$27.8K - $28.2K
|
371
$29.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
215New |
$16.1K - $16.3K
|
215
$16.9K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
149New |
$11.2K - $11.3K
|
149
$11.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
133New |
$9.97K - $10.1K
|
133
$10.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
89New |
$6.67K - $6.76K
|
89
$7.01K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
43New |
$3.22K - $3.26K
|
43
$3.39K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
37New |
$2.77K - $2.81K
|
37
$2.91K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
21+ 0.61% |
$1.57K - $1.59K
|
3.47K
$273K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
10New |
$750 - $759
|
10
$788
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
100KNew |
$7.59M - $7.73M
|
100K
$7.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
16.1K+ 1885.46% |
$1.21M - $1.24M
|
16.9K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
14.8K+ 8.24% |
$1.12M - $1.14M
|
194K
$15.3M
|
|