Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
93+ 0.87% |
$7.16K - $7.28K
|
10.8K
$849K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
85+ 56.67% |
$6.54K - $6.65K
|
235
$18.4K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
82+ 2.03% |
$6.31K - $6.42K
|
4.12K
$323K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
78+ 0.93% |
$6K - $6.11K
|
8.5K
$666K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
77+ 0.52% |
$5.92K - $6.03K
|
15K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
74+ 1.21% |
$5.69K - $5.79K
|
6.17K
$484K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
69+ 0.5% |
$5.31K - $5.4K
|
13.8K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
68+ 144.68% |
$5.23K - $5.32K
|
115
$9.01K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
68+ 1.46% |
$5.23K - $5.32K
|
4.71K
$369K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
67+ 0.26% |
$5.15K - $5.24K
|
25.5K
$2M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
67+ 0.38% |
$5.15K - $5.24K
|
17.8K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
65+ 0.67% |
$5K - $5.09K
|
9.83K
$770K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
63+ 0.34% |
$4.85K - $4.93K
|
18.4K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
63+ 1.52% |
$4.85K - $4.93K
|
4.21K
$330K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
63+ 0.61% |
$4.85K - $4.93K
|
10.3K
$808K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
63+ 1.18% |
$4.85K - $4.93K
|
5.41K
$424K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
58New |
$4.46K - $4.54K
|
58
$4.54K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
55+ 1.66% |
$4.23K - $4.31K
|
3.37K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
47+ 0.25% |
$3.62K - $3.68K
|
18.9K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
47+ 0.5% |
$3.62K - $3.68K
|
9.37K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
46+ 0.47% |
$3.54K - $3.6K
|
9.85K
$772K
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
45+ 0.39% |
$3.46K - $3.52K
|
11.7K
$913K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
45+ 0.19% |
$3.46K - $3.52K
|
23.5K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
40+ 0.66% |
$3.08K - $3.13K
|
6.13K
$480K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
39+ 0.09% |
$3K - $3.05K
|
45.9K
$3.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
37+ 0.6% |
$2.85K - $2.9K
|
6.18K
$484K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
35New |
$2.69K - $2.74K
|
35
$2.74K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
35+ 0.06% |
$2.69K - $2.74K
|
54.5K
$4.27M
|
|
|
May 08, 2025
Q1 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
33+ 0.57% |
$2.54K - $2.58K
|
5.78K
$453K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30+ 0.28% |
$2.31K - $2.35K
|
10.6K
$828K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
30+ 2.57% |
$2.31K - $2.35K
|
1.2K
$93.8K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
30+ 0.73% |
$2.31K - $2.35K
|
4.14K
$324K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
29+ 0.59% |
$2.23K - $2.27K
|
4.98K
$390K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26+ 0.32% |
$2K - $2.04K
|
8.14K
$638K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
26+ 0.41% |
$2K - $2.04K
|
6.41K
$502K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
24+ 0.61% |
$1.85K - $1.88K
|
3.94K
$309K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
24+ 0.48% |
$1.85K - $1.88K
|
5.07K
$397K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
23+ 0.28% |
$1.77K - $1.8K
|
8.17K
$640K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.38% |
$1.69K - $1.72K
|
5.86K
$459K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
20+ 0.18% |
$1.54K - $1.57K
|
11.4K
$896K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
20+ 0.23% |
$1.54K - $1.57K
|
8.59K
$673K
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
19+ 0.63% |
$1.46K - $1.49K
|
3.06K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
19+ 0.6% |
$1.46K - $1.49K
|
3.18K
$249K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
17+ 0.6% |
$1.31K - $1.33K
|
2.84K
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
17+ 0.04% |
$1.31K - $1.33K
|
38.7K
$3.03M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
17+ 0.51% |
$1.31K - $1.33K
|
3.35K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
17+ 0.59% |
$1.31K - $1.33K
|
2.88K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
17+ 0.19% |
$1.31K - $1.33K
|
8.82K
$691K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
16+ 0.54% |
$1.23K - $1.25K
|
2.99K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
16+ 0.3% |
$1.23K - $1.25K
|
5.42K
$425K
|