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 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
6.61K+ 0.86% |
$508K - $517K
|
772K
$60.5M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
6.59K+ 105.04% |
$507K - $516K
|
12.9K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
6.47K+ 7.78% |
$498K - $506K
|
89.6K
$7.02M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
6.46KNew |
$497K - $506K
|
6.46K
$506K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.42KNew |
$494K - $502K
|
6.42K
$503K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
6.41KNew |
$493K - $501K
|
6.41K
$502K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
6.39K+ 4.47% |
$492K - $500K
|
149K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
6.32K+ 163.39% |
$486K - $495K
|
10.2K
$798K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6.32K+ 8.47% |
$486K - $494K
|
80.9K
$6.34M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.2K+ 3.73% |
$477K - $485K
|
173K
$13.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
6.16K+ 2.07% |
$474K - $482K
|
304K
$23.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
6.01K+ 4.61% |
$462K - $470K
|
136K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.86KNew |
$451K - $458K
|
5.86K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.84KNew |
$450K - $457K
|
5.84K
$458K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.82K+ 2.66% |
$448K - $455K
|
224K
$17.6M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.63K+ 42.37% |
$433K - $440K
|
18.9K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.58K+ 1.06% |
$429K - $437K
|
531K
$41.6M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
5.57KNew |
$429K - $436K
|
5.57K
$437K
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
5.56K+ 2.92% |
$428K - $435K
|
196K
$15.4M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
5.53KNew |
$426K - $433K
|
5.53K
$433K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.49K+ 4.88% |
$422K - $430K
|
118K
$9.25M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.36K+ 22.12% |
$412K - $419K
|
29.6K
$2.32M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
5.32K+ 12.24% |
$409K - $416K
|
48.7K
$3.82M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
5.29KNew |
$407K - $414K
|
5.29K
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
5.27K+ 9.94% |
$406K - $413K
|
58.3K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.2K+ 19.98% |
$400K - $407K
|
31.2K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.19KNew |
$399K - $406K
|
5.19K
$407K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
5.16K+ 2.3% |
$397K - $404K
|
229K
$18M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.13KNew |
$394K - $401K
|
5.13K
$402K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5.08KNew |
$391K - $398K
|
5.08K
$398K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.05KNew |
$389K - $395K
|
5.05K
$396K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
5.05K+ 145.66% |
$389K - $395K
|
8.52K
$667K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.01K+ 8.1% |
$385K - $392K
|
66.9K
$5.24M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
4.98K+ 8.74% |
$383K - $390K
|
62K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.92K+ 3.98% |
$378K - $385K
|
128K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.83K+ 15.94% |
$371K - $378K
|
35.1K
$2.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.8K+ 9.43% |
$369K - $376K
|
55.7K
$4.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.79KNew |
$368K - $375K
|
4.79K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.7K+ 66.46% |
$361K - $368K
|
11.8K
$922K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.67K+ 10.12% |
$359K - $366K
|
50.8K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.53K+ 8.07% |
$348K - $354K
|
60.6K
$4.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
4.45K+ 8.23% |
$342K - $348K
|
58.5K
$4.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
4.43K+ 16.39% |
$341K - $347K
|
31.5K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.34K+ 3.94% |
$334K - $340K
|
115K
$8.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4.28K+ 19.21% |
$329K - $335K
|
26.5K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4.21KNew |
$324K - $330K
|
4.21K
$330K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.21KNew |
$324K - $330K
|
4.21K
$330K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.2K+ 22.09% |
$323K - $329K
|
23.2K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.18KNew |
$322K - $328K
|
4.18K
$328K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
4.11K+ 5.66% |
$316K - $322K
|
76.7K
$6.01M
|