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 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
334+ 2.94% |
$25.3K - $25.6K
|
11.7K
$901K
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
328+ 2.34% |
$24.9K - $25.2K
|
14.3K
$1.1M
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
322+ 7.62% |
$24.4K - $24.7K
|
4.55K
$350K
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
300+ 4.76% |
$22.7K - $23K
|
6.61K
$508K
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
298+ 3.4% |
$22.6K - $22.9K
|
9.06K
$698K
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
293+ 0.44% |
$22.2K - $22.5K
|
67.5K
$5.2M
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
289+ 0.78% |
$21.9K - $22.2K
|
37.5K
$2.89M
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
283+ 2.35% |
$21.5K - $21.7K
|
12.3K
$948K
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
282+ 4.31% |
$21.4K - $21.6K
|
6.83K
$525K
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
282+ 371.05% |
$21.4K - $21.6K
|
358
$27.6K
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
273+ 3.94% |
$20.7K - $21K
|
7.21K
$555K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
272+ 2.14% |
$20.6K - $20.9K
|
13K
$999K
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
271+ 6.65% |
$20.5K - $20.8K
|
4.34K
$334K
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
260+ 3.39% |
$19.7K - $20K
|
7.93K
$611K
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
244+ 0.38% |
$18.5K - $18.7K
|
64.6K
$4.97M
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
236+ 0.61% |
$17.9K - $18.1K
|
38.8K
$2.99M
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
233+ 0.43% |
$17.7K - $17.9K
|
54.9K
$4.22M
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
BUY
|
- |
231+ 1.36% |
$17.5K - $17.7K
|
17.3K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
219+ 0.38% |
$16.6K - $16.8K
|
57.8K
$4.45M
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
196+ 1.99% |
$14.9K - $15K
|
10K
$772K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
192+ 0.16% |
$14.6K - $14.7K
|
122K
$9.35M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
191+ 2.87% |
$14.5K - $14.7K
|
6.85K
$527K
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
189+ 2.19% |
$14.3K - $14.5K
|
8.83K
$680K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
187New |
$14.2K - $14.4K
|
187
$14.4K
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
185+ 0.46% |
$14K - $14.2K
|
40K
$3.08M
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
184+ 2044.44% |
$13.9K - $14.1K
|
193
$14.9K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
171New |
$13K - $13.1K
|
171
$13.2K
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
170+ 0.94% |
$12.9K - $13K
|
18.3K
$1.4M
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
170+ 7.59% |
$12.9K - $13K
|
2.41K
$186K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
170+ 0.34% |
$12.9K - $13K
|
49.6K
$3.81M
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
168+ 0.14% |
$12.7K - $12.9K
|
120K
$9.25M
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
167+ 2.08% |
$12.7K - $12.8K
|
8.22K
$632K
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
166+ 2.71% |
$12.6K - $12.7K
|
6.3K
$485K
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
159+ 1.34% |
$12.1K - $12.2K
|
12.1K
$928K
|
|
Jul 11, 2024
Q2 2024
|
Zeit Capital LLC
|
BUY
|
- |
151+ 0.12% |
$11.4K - $11.6K
|
129K
$9.94M
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
150+ 5.04% |
$11.4K - $11.5K
|
3.12K
$240K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
150+ 0.07% |
$11.4K - $11.5K
|
225K
$17.3M
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
150+ 4.83% |
$11.4K - $11.5K
|
3.26K
$251K
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
149+ 1.55% |
$11.3K - $11.4K
|
9.79K
$754K
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
147+ 1.51% |
$11.1K - $11.3K
|
9.89K
$761K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
147+ 2.26% |
$11.1K - $11.3K
|
6.65K
$512K
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
144+ 0.55% |
$10.9K - $11.1K
|
26.4K
$2.03M
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
132+ 2.6% |
$10K - $10.1K
|
5.21K
$401K
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
131+ 3.77% |
$9.93K - $10.1K
|
3.61K
$278K
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
129+ 3.01% |
$9.78K - $9.9K
|
4.42K
$340K
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
120+ 1.77% |
$9.1K - $9.21K
|
6.89K
$530K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
114+ 0.11% |
$8.64K - $8.75K
|
107K
$8.22M
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
112+ 0.47% |
$8.49K - $8.6K
|
24.1K
$1.86M
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
108+ 2.44% |
$8.19K - $8.29K
|
4.53K
$349K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
107New |
$8.11K - $8.21K
|
107
$8.24K
|