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 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.8K+ 35.13% |
$1.52M - $1.55M
|
76K
$5.96M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
19.5KNew |
$1.5M - $1.53M
|
19.5K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$1.44M - $1.46M
|
18.7K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
18.6KNew |
$1.43M - $1.46M
|
18.6K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.8K+ 14.96% |
$1.37M - $1.4M
|
137K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
17.8KNew |
$1.37M - $1.39M
|
17.8K
$1.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.5K+ 103011.76% |
$1.35M - $1.37M
|
17.5K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
17.5K+ 5.4% |
$1.35M - $1.37M
|
342K
$26.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
17.1K+ 79.53% |
$1.32M - $1.34M
|
38.6K
$3.02M
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
16.8KNew |
$1.29M - $1.31M
|
16.8K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
16.3K+ 3.16% |
$1.26M - $1.28M
|
533K
$41.7M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
16K+ 173.48% |
$1.23M - $1.25M
|
25.3K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.7K+ 211.74% |
$1.21M - $1.23M
|
23.1K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
15.5K+ 8.86% |
$1.19M - $1.21M
|
190K
$14.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15.2K+ 124.95% |
$1.17M - $1.19M
|
27.4K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
15.1K+ 2.9% |
$1.16M - $1.18M
|
537K
$42.1M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
15K+ 2.2% |
$1.15M - $1.17M
|
694K
$54.4M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
15K+ 370.99% |
$1.15M - $1.17M
|
19K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
14.9K+ 77.71% |
$1.14M - $1.16M
|
34K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
14.7KNew |
$1.13M - $1.15M
|
14.7K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.7K+ 107.68% |
$1.13M - $1.15M
|
28.3K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14.5KNew |
$1.12M - $1.14M
|
14.5K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14K+ 5.47% |
$1.08M - $1.1M
|
271K
$21.2M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.8K+ 11.77% |
$1.06M - $1.08M
|
131K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
13.8K+ 20.18% |
$1.06M - $1.08M
|
82.1K
$6.43M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.7KNew |
$1.05M - $1.07M
|
13.7K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
13.6K+ 170.91% |
$1.04M - $1.06M
|
21.5K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
13.5K+ 9.07% |
$1.04M - $1.06M
|
163K
$12.8M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
13.5K+ 10.8% |
$1.04M - $1.06M
|
139K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
13.5K+ 26.41% |
$1.04M - $1.05M
|
64.4K
$5.05M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
13.4KNew |
$1.03M - $1.05M
|
13.4K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
13.4K+ 1.74% |
$1.03M - $1.05M
|
781K
$61.2M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13.3K+ 76.0% |
$1.03M - $1.04M
|
30.9K
$2.42M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
13.3K+ 2.49% |
$1.02M - $1.04M
|
548K
$42.9M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
13.1KNew |
$1.01M - $1.03M
|
13.1K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
12.9K+ 12.81% |
$993K - $1.01M
|
114K
$8.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
12.5K+ 11.57% |
$961K - $977K
|
120K
$9.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.4K+ 7.87% |
$954K - $971K
|
170K
$13.3M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
12.1KNew |
$930K - $946K
|
12.1K
$947K
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
12.1K+ 1.04% |
$929K - $945K
|
1.17M
$91.6M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12KNew |
$922K - $938K
|
12K
$939K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
11.9K+ 2.84% |
$917K - $933K
|
432K
$33.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 6.57% |
$891K - $906K
|
188K
$14.7M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11.4K+ 12.08% |
$880K - $896K
|
106K
$8.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
11.3K+ 8.21% |
$869K - $884K
|
149K
$11.7M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
11.2K+ 10.51% |
$860K - $875K
|
118K
$9.21M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
11K+ 5.73% |
$845K - $860K
|
203K
$15.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.9K+ 200.0% |
$840K - $855K
|
16.4K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.9K+ 8.72% |
$837K - $851K
|
136K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
10.7K+ 10.28% |
$826K - $840K
|
115K
$9.02M
|