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 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
16New |
$1.23K - $1.25K
|
16
$1.25K
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
16+ 0.17% |
$1.23K - $1.25K
|
9.31K
$729K
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
15+ 0.33% |
$1.15K - $1.17K
|
4.6K
$360K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
15New |
$1.15K - $1.17K
|
15
$1.18K
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
15+ 0.58% |
$1.15K - $1.17K
|
2.62K
$205K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 0.08% |
$1K - $1.02K
|
16.7K
$1.31M
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
13New |
$1K - $1.02K
|
13
$1.02K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12New |
$923 - $939
|
12
$940
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
12+ 0.21% |
$923 - $939
|
5.8K
$455K
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
11+ 61.11% |
$846 - $861
|
29
$2.27K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 0.18% |
$769 - $783
|
5.59K
$438K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9New |
$692 - $705
|
9
$705
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9+ 0.3% |
$692 - $705
|
2.96K
$232K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
9+ 0.34% |
$692 - $705
|
2.62K
$205K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8+ 0.05% |
$616 - $626
|
16.5K
$1.29M
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
8+ 0.01% |
$616 - $626
|
85.2K
$6.68M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.11% |
$539 - $548
|
6.47K
$507K
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6+ 0.04% |
$462 - $470
|
14K
$1.1M
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5+ 0.15% |
$385 - $391
|
3.27K
$257K
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
5+ 0.12% |
$385 - $391
|
4.2K
$329K
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.28% |
$308 - $313
|
1.45K
$114K
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
4+ 3.15% |
$308 - $313
|
131
$10.3K
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3+ 0.04% |
$231 - $235
|
7.03K
$551K
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3New |
$231 - $235
|
3
$235
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.65% |
$231 - $235
|
465
$36.4K
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2+ 0.02% |
$154 - $157
|
12.9K
$1.01M
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2+ 0.25% |
$154 - $157
|
803
$62.9K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.55% |
$154 - $157
|
364
$28.5K
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$76.9 - $78.3
|
2.99K
$234K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 1.37% |
$76.9 - $78.3
|
74
$5.8K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.1% |
$76.9 - $78.3
|
92
$7.21K
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1+ 0.83% |
$76.9 - $78.3
|
122
$9.56K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$76.9 - $78.3
|
4.93K
$386K
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1+ 0.03% |
$76.9 - $78.3
|
3.3K
$259K
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2- 7.69% |
$154 - $157
|
24
$1.88K
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-3- 0.19% |
$231 - $235
|
1.61K
$126K
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-3- 0.22% |
$231 - $235
|
1.38K
$108K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4- -0.0% |
$308 - $313
|
146K
$11.4M
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$308 - $313
|
23.5K
$1.84M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-7- 6.8% |
$539 - $548
|
96
$7.52K
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-7- 0.1% |
$539 - $548
|
7.08K
$555K
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-10- 0.38% |
$769 - $783
|
2.6K
$204K
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-13- 0.16% |
$1K - $1.02K
|
8.08K
$633K
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-18- 0.11% |
$1.38K - $1.41K
|
16.4K
$1.29M
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-20- 0.5% |
$1.54K - $1.57K
|
3.98K
$312K
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-22- 0.01% |
$1.69K - $1.72K
|
177K
$13.9M
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-24- 0.59% |
$1.85K - $1.88K
|
4.04K
$317K
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-29- 0.42% |
$2.23K - $2.27K
|
6.8K
$533K
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-30- 0.47% |
$2.31K - $2.35K
|
6.36K
$498K
|