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
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-38.8K- 30.67% |
$2.99M - $3.04M
|
87.8K
$6.88M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-40.2K- 20.63% |
$3.1M - $3.15M
|
155K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-40.9K- 76.17% |
$3.15M - $3.2M
|
12.8K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-42K- 21.08% |
$3.23M - $3.29M
|
157K
$12.3M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-48.7K- 9.7% |
$3.75M - $3.81M
|
453K
$35.5M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-52.8K- 4.89% |
$4.06M - $4.14M
|
1.03M
$80.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-53K- 92.47% |
$4.08M - $4.15M
|
4.32K
$339K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-53.4K- 58.73% |
$4.11M - $4.18M
|
37.5K
$2.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-53.6K- 6.19% |
$4.13M - $4.2M
|
813K
$63.7M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-55.1K- 55.27% |
$4.24M - $4.32M
|
44.6K
$3.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-56.3K- 22.26% |
$4.33M - $4.41M
|
197K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-59.9K- 7.02% |
$4.61M - $4.69M
|
793K
$62.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-75.8K- 74.68% |
$5.83M - $5.94M
|
25.7K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-81.1K- 21.49% |
$6.24M - $6.35M
|
296K
$23.2M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-87.2K- 99.66% |
$6.71M - $6.83M
|
300
$23.5K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-88.6K- 29.67% |
$6.81M - $6.93M
|
210K
$16.4M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-91.8K- 4.28% |
$7.06M - $7.19M
|
2.05M
$161M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-102K- 23.85% |
$7.81M - $7.95M
|
324K
$25.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-103K- 32.28% |
$7.92M - $8.05M
|
216K
$16.9M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-106K- 34.5% |
$8.19M - $8.33M
|
202K
$15.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-117K- 6.46% |
$9.02M - $9.18M
|
1.7M
$133M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-119KClosed |
$9.13M - $9.29M
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-120K- 41.54% |
$9.22M - $9.38M
|
169K
$13.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-133K- 57.9% |
$10.2M - $10.4M
|
96.4K
$7.55M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-146K- 61.11% |
$11.3M - $11.4M
|
93.1K
$7.29M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-156K- 28.95% |
$12M - $12.2M
|
383K
$30M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-167K- 73.97% |
$12.9M - $13.1M
|
58.8K
$4.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-168K- 53.24% |
$12.9M - $13.1M
|
147K
$11.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-170K- 97.93% |
$13.1M - $13.3M
|
3.59K
$281K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-177K- 58.6% |
$13.6M - $13.9M
|
125K
$9.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-178K- 54.61% |
$13.7M - $13.9M
|
148K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-191K- 82.86% |
$14.7M - $15M
|
39.5K
$3.1M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-246K- 4.77% |
$19M - $19.3M
|
4.92M
$385M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-252K- 18.23% |
$19.4M - $19.7M
|
1.13M
$88.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-310K- 5.59% |
$23.8M - $24.3M
|
5.23M
$410M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-511K- 13.4% |
$39.3M - $40M
|
3.3M
$259M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-735K- 99.96% |
$56.5M - $57.5M
|
282
$22.1K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-757K- 10.73% |
$58.3M - $59.3M
|
6.3M
$494M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.04M- 12.7% |
$79.6M - $81M
|
7.12M
$558M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.28M- 4.06% |
$175M - $178M
|
53.8M
$4.22B
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.74M- 98.28% |
$365M - $371M
|
83.2K
$6.52M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.55M- 24.36% |
$504M - $513M
|
20.3M
$1.59B
|