Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
8.63K+ 22.06% |
$655K - $663K
|
47.8K
$3.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
8.61K+ 9.06% |
$653K - $661K
|
104K
$8.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
8.27K+ 3.5% |
$627K - $635K
|
245K
$18.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
8.23K+ 24.43% |
$624K - $631K
|
41.9K
$3.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
8.22KNew |
$623K - $631K
|
8.22K
$636K
|
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
7.44KNew |
$564K - $571K
|
7.44K
$576K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.22KNew |
$547K - $554K
|
7.22K
$559K
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
7.2KNew |
$546K - $553K
|
7.2K
$557K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
7.15K+ 21.98% |
$542K - $549K
|
39.7K
$3.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
6.79K+ 3.95% |
$515K - $521K
|
179K
$13.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6.64K+ 34.42% |
$503K - $510K
|
25.9K
$2.01M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.53K+ 15.2% |
$495K - $501K
|
49.5K
$3.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.43K+ 16.96% |
$487K - $493K
|
44.3K
$3.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.36K+ 61.25% |
$482K - $488K
|
16.7K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
6.31K+ 100.0% |
$479K - $485K
|
12.6K
$977K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.24K+ 5.81% |
$473K - $479K
|
114K
$8.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
6.2KNew |
$470K - $476K
|
6.2K
$480K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.19K+ 12.08% |
$469K - $475K
|
57.4K
$4.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
6.15K+ 18.33% |
$466K - $472K
|
39.7K
$3.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.13KNew |
$465K - $470K
|
6.13K
$474K
|
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
6.12K+ 7.19% |
$464K - $469K
|
91.2K
$7.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
6.11K+ 13.72% |
$463K - $469K
|
50.6K
$3.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
6.06K+ 9.12% |
$459K - $465K
|
72.5K
$5.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
6K+ 2.23% |
$455K - $461K
|
275K
$21.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.83K+ 24.72% |
$442K - $447K
|
29.4K
$2.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5.69K+ 11.49% |
$431K - $437K
|
55.2K
$4.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
5.67K+ 98.94% |
$430K - $435K
|
11.4K
$883K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.66K+ 5.64% |
$429K - $435K
|
106K
$8.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
5.6K+ 8.56% |
$425K - $430K
|
71K
$5.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.51K+ 5.08% |
$417K - $423K
|
114K
$8.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
5.47K+ 14.42% |
$414K - $420K
|
43.4K
$3.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.43K+ 32.11% |
$412K - $417K
|
22.4K
$1.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
5.33K+ 21.03% |
$404K - $409K
|
30.7K
$2.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.26KNew |
$399K - $404K
|
5.26K
$407K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5.21K+ 4.88% |
$395K - $400K
|
112K
$8.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.12K+ 11.11% |
$388K - $393K
|
51.2K
$3.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.08KNew |
$385K - $390K
|
5.08K
$393K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.08K+ 282.02% |
$385K - $390K
|
6.88K
$533K
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
4.94K+ 2.42% |
$374K - $379K
|
209K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.88K+ 1.65% |
$370K - $375K
|
300K
$23.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
4.88KNew |
$370K - $374K
|
4.88K
$377K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.85K+ 10.6% |
$368K - $372K
|
50.6K
$3.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
4.85KNew |
$367K - $372K
|
4.85K
$375K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
4.67K+ 14.72% |
$354K - $358K
|
36.4K
$2.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4.6K+ 7.24% |
$349K - $353K
|
68.2K
$5.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.59K+ 4.13% |
$348K - $352K
|
116K
$8.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.52K+ 3.91% |
$343K - $347K
|
120K
$9.29M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.48K+ 5.69% |
$339K - $344K
|
83.2K
$6.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
4.44K+ 8.86% |
$336K - $340K
|
54.5K
$4.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.43K+ 4.58% |
$335K - $340K
|
101K
$7.82M
|