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 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-7.88K- 12.19% |
$606K - $617K
|
56.8K
$4.45M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-8.15K- 17.54% |
$627K - $638K
|
38.3K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-8.26K- 4.89% |
$635K - $646K
|
160K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-8.54K- 1.06% |
$657K - $668K
|
798K
$62.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.63K- 27.26% |
$664K - $675K
|
23K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.73K- 13.9% |
$672K - $683K
|
54.1K
$4.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-9.04K- 1.18% |
$696K - $708K
|
760K
$59.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-9.24K- 16.34% |
$711K - $724K
|
47.3K
$3.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-9.62K- 16.37% |
$740K - $753K
|
49.1K
$3.85M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-10K- 50.93% |
$772K - $785K
|
9.67K
$758K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-10.1K- 5.3% |
$779K - $793K
|
181K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-10.3K- 8.6% |
$791K - $805K
|
109K
$8.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.4K- 1.19% |
$798K - $812K
|
863K
$67.6M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.5K- 4.09% |
$807K - $821K
|
246K
$19.3M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-11.5K- 73.18% |
$886K - $902K
|
4.22K
$331K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-11.6K- 38.76% |
$894K - $910K
|
18.4K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12.6K- 21.32% |
$967K - $983K
|
46.4K
$3.63M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-12.9K- 5.6% |
$992K - $1.01M
|
217K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13K- 56.07% |
$1M - $1.02M
|
10.2K
$800K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13.5K- 8.89% |
$1.04M - $1.06M
|
138K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.8K- 3.4% |
$1.06M - $1.08M
|
392K
$30.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-14.4K- 12.89% |
$1.11M - $1.13M
|
97.5K
$7.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15.1K- 14.79% |
$1.16M - $1.18M
|
86.9K
$6.81M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-15.1K- 66.11% |
$1.16M - $1.18M
|
7.74K
$606K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-15.4K- 7.89% |
$1.18M - $1.2M
|
180K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-15.5K- 39.9% |
$1.19M - $1.21M
|
23.3K
$1.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-16.4K- 43.94% |
$1.26M - $1.28M
|
20.9K
$1.64M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17.6K- 23.99% |
$1.35M - $1.37M
|
55.6K
$4.36M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.4K- 11.29% |
$1.42M - $1.44M
|
145K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-21.6K- 42.13% |
$1.66M - $1.69M
|
29.7K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-23K- 24.98% |
$1.77M - $1.8M
|
69.1K
$5.41M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-23.4K- 77.16% |
$1.8M - $1.83M
|
6.91K
$542K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-24.2K- 96.13% |
$1.86M - $1.9M
|
975
$76.4K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-24.3K- 8.78% |
$1.87M - $1.9M
|
252K
$19.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-26K- 12.3% |
$2M - $2.03M
|
185K
$14.5M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-26.3K- 7.47% |
$2.03M - $2.06M
|
326K
$25.6M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-27.1K- 29.58% |
$2.08M - $2.12M
|
64.5K
$5.06M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.4K- 13.25% |
$2.18M - $2.22M
|
186K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-28.5K- 1.28% |
$2.19M - $2.23M
|
2.21M
$173M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-29.6K- 78.0% |
$2.28M - $2.32M
|
8.36K
$655K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-30K- 7.7% |
$2.31M - $2.35M
|
360K
$28.2M
|
|
|
May 15, 2025
Q1 2025
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-32.1K- 3.66% |
$2.47M - $2.51M
|
845K
$66.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-32.2K- 46.54% |
$2.47M - $2.52M
|
36.9K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-32.5K- 1.01% |
$2.5M - $2.55M
|
3.17M
$249M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-33K- 27.26% |
$2.54M - $2.58M
|
88K
$6.89M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-33.3K- 39.33% |
$2.56M - $2.6M
|
51.3K
$4.02M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
SELL
|
- |
-33.3K- 88.05% |
$2.56M - $2.6M
|
4.52K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-34K- 2.51% |
$2.61M - $2.66M
|
1.32M
$103M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-34.7K- 55.68% |
$2.67M - $2.72M
|
27.6K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-37.6K- 7.85% |
$2.89M - $2.95M
|
442K
$34.6M
|