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 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 11.27% |
$806K - $820K
|
103K
$8.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
10.3K+ 19.25% |
$796K - $810K
|
64.1K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
10.3K+ 256.68% |
$790K - $804K
|
14.3K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
10.1KNew |
$775K - $789K
|
10.1K
$789K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.91K+ 42.83% |
$762K - $776K
|
33K
$2.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.51K+ 4.26% |
$732K - $745K
|
233K
$18.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.38K+ 3.76% |
$722K - $734K
|
259K
$20.3M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
9.34K+ 60.24% |
$718K - $731K
|
24.8K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.2K+ 8.53% |
$708K - $720K
|
117K
$9.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.15K+ 10888.1% |
$704K - $716K
|
9.23K
$723K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.11K+ 22.44% |
$701K - $713K
|
49.7K
$3.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.96K+ 2.74% |
$690K - $702K
|
336K
$26.3M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8.77K+ 4.25% |
$675K - $687K
|
215K
$16.9M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
8.75KNew |
$673K - $685K
|
8.75K
$686K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
8.71K+ 11.63% |
$670K - $681K
|
83.5K
$6.55M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.7K+ 1.15% |
$669K - $681K
|
763K
$59.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
8.31K+ 4.37% |
$639K - $650K
|
198K
$15.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8.28K+ 21.78% |
$637K - $648K
|
46.3K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
8.26KNew |
$636K - $647K
|
8.26K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.02K+ 17.12% |
$617K - $628K
|
54.9K
$4.3M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
8K+ 6.02% |
$615K - $626K
|
141K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.95K+ 1.46% |
$611K - $622K
|
552K
$43.2M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.93K+ 17.72% |
$610K - $621K
|
52.7K
$4.13M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
7.88K+ 8.34% |
$607K - $617K
|
102K
$8.03M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.88K+ 3.33% |
$607K - $617K
|
245K
$19.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.73K+ 17.39% |
$595K - $605K
|
52.2K
$4.09M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
7.7K+ 26.89% |
$593K - $603K
|
36.3K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.69KNew |
$591K - $602K
|
7.69K
$602K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7.63K+ 17.31% |
$587K - $597K
|
51.7K
$4.05M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
7.61K+ 454.84% |
$585K - $595K
|
9.28K
$727K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.54K+ 145.36% |
$580K - $590K
|
12.7K
$997K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
7.49K+ 68.95% |
$576K - $586K
|
18.4K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.49K+ 42.86% |
$576K - $586K
|
24.9K
$1.96M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7.39K+ 13.82% |
$569K - $579K
|
60.9K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
BUY
|
- |
7.37K+ 1.05% |
$567K - $577K
|
707K
$55.4M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.33K+ 28.77% |
$564K - $574K
|
32.8K
$2.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
7.32KNew |
$563K - $573K
|
7.32K
$573K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.31K+ 159.48% |
$562K - $572K
|
11.9K
$932K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.27K+ 51.75% |
$560K - $569K
|
21.3K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
7.25K+ 5.28% |
$558K - $568K
|
145K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
7.18K+ 8.72% |
$552K - $562K
|
89.5K
$7.01M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
7.15K+ 91.79% |
$550K - $560K
|
14.9K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.09K+ 105.52% |
$546K - $555K
|
13.8K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
6.97K+ 13.06% |
$536K - $546K
|
60.3K
$4.73M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.91K+ 65.92% |
$531K - $541K
|
17.4K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.8KNew |
$523K - $533K
|
6.8K
$533K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6.8K+ 2.69% |
$523K - $532K
|
260K
$20.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.78K+ 5.66% |
$521K - $531K
|
126K
$9.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
6.71K+ 1.75% |
$516K - $525K
|
390K
$30.6M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
6.71K+ 4.57% |
$516K - $525K
|
154K
$12M
|