Institutional Ownership Vanguard Bd Index Fd Inc Short (BSV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Short (BSV). We have compiled data on the 1,341 institutions that hold shares in the stock, with a total of 386 Million shares, which have been reported (via 13F filing form) to have a value of $29.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
41,516
shares
|
$3.22 Million
1.61% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
41,508
shares
|
$3.22 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
41,084
shares
|
$3.19 Million
0.12% of portfolio
|
Q4 2024
Added 20.95%
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
40,767
shares
|
$3.17 Million
1.07% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
40,646
shares
|
$3.16 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
40,591
shares
|
$3.15 Million
0.05% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
39,652
shares
|
$3.08 Million
3.32% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
39,638
shares
|
$3.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
39,308
shares
|
$3.05 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
39,224
shares
|
$3.05 Million
0.3% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
39,181
shares
|
$3.04 Million
1.08% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
39,090
shares
|
$3.04 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
38,899
shares
|
$3.02 Million
0.35% of portfolio
|
Q2 2022
Reduced 16.5%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
38,781
shares
|
$3.01 Million
0.93% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
38,710
shares
|
$3.01 Million
1.9% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
38,638
shares
|
$3 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
38,576
shares
|
$3 Million
3.2% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
38,561
shares
|
$2.99 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
38,445
shares
|
$2.99 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
38,421
shares
|
$2.98 Million
2.6% of portfolio
|
Q4 2024
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
38,243
shares
|
$2.97 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
38,026
shares
|
$2.95 Million
0.4% of portfolio
|
Q4 2024
Reduced 13.08%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
38,011
shares
|
$2.95 Million
0.02% of portfolio
|
Q2 2023
Reduced 71.95%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
37,989
shares
|
$2.95 Million
1.03% of portfolio
|
Q4 2024
Reduced 76.18%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
37,982
shares
|
$2.95 Million
0.56% of portfolio
|
Q4 2024
Reduced 5.93%
|