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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.77K- 2.23% |
$136K - $138K
|
77.6K
$6.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.82K- 17.87% |
$140K - $142K
|
8.35K
$655K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.82K- 2.22% |
$140K - $143K
|
80.2K
$6.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.82K- 25.71% |
$140K - $143K
|
5.26K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-1.83K- 22.72% |
$141K - $143K
|
6.22K
$488K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.86K- 7.23% |
$143K - $145K
|
23.8K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.91K- 1.28% |
$147K - $149K
|
147K
$11.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.91K- 9.98% |
$147K - $149K
|
17.2K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.94K- 6.34% |
$149K - $151K
|
28.6K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.94K- 5.19% |
$149K - $152K
|
35.4K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.97K- 0.48% |
$151K - $154K
|
408K
$32.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.99K- 45.93% |
$153K - $156K
|
2.34K
$184K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-2K- 20.0% |
$154K - $157K
|
8K
$628K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-2.01K- 21.72% |
$155K - $157K
|
7.25K
$569K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.02K- 22.61% |
$155K - $158K
|
6.9K
$542K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.05K- 37.21% |
$158K - $161K
|
3.47K
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-2.1K- 1.43% |
$161K - $164K
|
144K
$11.3M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.1K- 33.52% |
$162K - $164K
|
4.16K
$327K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.11K- 1.18% |
$162K - $165K
|
176K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.14K- 6.63% |
$164K - $167K
|
30.1K
$2.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.16K- 6.4% |
$166K - $169K
|
31.6K
$2.48M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.23K- 7.23% |
$171K - $174K
|
28.6K
$2.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.25K- 18.51% |
$173K - $176K
|
9.9K
$777K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.27K- 4.98% |
$174K - $177K
|
43.3K
$3.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.27K- 9.78% |
$175K - $178K
|
20.9K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.27K- 9.37% |
$175K - $178K
|
22K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.31K- 4.05% |
$178K - $181K
|
54.7K
$4.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.32K- 6.09% |
$178K - $181K
|
35.7K
$2.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.32K- 4.81% |
$179K - $182K
|
46K
$3.61M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-2.36K- 1.18% |
$181K - $184K
|
197K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-2.36K- 2.34% |
$182K - $185K
|
98.3K
$7.72M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.37K- 31.51% |
$182K - $185K
|
5.14K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.37K- 35.37% |
$182K - $185K
|
4.32K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.4K- 61.0% |
$184K - $187K
|
1.53K
$120K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-2.5K- 25.94% |
$192K - $195K
|
7.13K
$559K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.52K- 7.09% |
$194K - $197K
|
33K
$2.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.52K- 40.55% |
$194K - $197K
|
3.69K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-2.52K- 7.74% |
$194K - $197K
|
30K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-2.55K- 8.93% |
$197K - $200K
|
26K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.59K- 41.78% |
$199K - $202K
|
3.6K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.6K- 18.47% |
$200K - $203K
|
11.5K
$899K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-2.61K- 7.03% |
$201K - $204K
|
34.5K
$2.71M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 8.04% |
$203K - $207K
|
30.2K
$2.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.72K- 23.57% |
$209K - $213K
|
8.83K
$693K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.78K- 7.22% |
$214K - $217K
|
35.7K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-2.79K- 25.68% |
$214K - $218K
|
8.06K
$633K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.86K- 8.51% |
$220K - $224K
|
30.7K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.91K- 6.28% |
$224K - $227K
|
43.4K
$3.41M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.94K- 5.77% |
$226K - $230K
|
48.1K
$3.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
SELL
|
- |
-2.95K- 1.31% |
$227K - $231K
|
222K
$17.4M
|