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
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.57K+ 6.02% |
$198K - $201K
|
45.2K
$3.54M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
2.56KNew |
$197K - $200K
|
2.56K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.54K+ 21.47% |
$195K - $199K
|
14.4K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.53K+ 23.85% |
$195K - $198K
|
13.2K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2.53K+ 11.69% |
$195K - $198K
|
24.2K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2.38K+ 1.2% |
$183K - $186K
|
200K
$15.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
2.37K+ 2.32% |
$182K - $185K
|
104K
$8.17M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.31K+ 1.84% |
$178K - $181K
|
128K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.29K+ 61.45% |
$176K - $179K
|
6.02K
$472K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.25K+ 18.75% |
$173K - $176K
|
14.2K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
2.25K+ 4.75% |
$173K - $176K
|
49.6K
$3.89M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.24K+ 1.07% |
$173K - $176K
|
213K
$16.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.21K+ 65.5% |
$170K - $173K
|
5.57K
$437K
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
2.18K+ 3.26% |
$167K - $170K
|
69K
$5.41M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
2.17K+ 13.74% |
$167K - $170K
|
17.9K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
2.13K+ 1.51% |
$164K - $167K
|
143K
$11.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.11K+ 7.2% |
$162K - $165K
|
31.4K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.1K+ 7.73% |
$161K - $164K
|
29.2K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.08K+ 1.16% |
$160K - $163K
|
182K
$14.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.07K+ 99.09% |
$159K - $162K
|
4.16K
$326K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
2.04K+ 1.2% |
$157K - $159K
|
171K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.04K+ 5.64% |
$157K - $159K
|
38.1K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 21.29% |
$156K - $159K
|
11.6K
$906K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
2.03K+ 7.25% |
$156K - $159K
|
30K
$2.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.03K+ 7.7% |
$156K - $159K
|
28.4K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.96K+ 26.99% |
$150K - $153K
|
9.2K
$721K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.95K+ 12.81% |
$150K - $152K
|
17.1K
$1.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.94K+ 6.05% |
$150K - $152K
|
34.1K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.93K+ 30.98% |
$148K - $151K
|
8.16K
$639K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.93K+ 3.45% |
$148K - $151K
|
57.7K
$4.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.82K+ 4.72% |
$140K - $142K
|
40.4K
$3.16M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.82K+ 3.33% |
$140K - $142K
|
56.4K
$4.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.75K+ 2.7% |
$135K - $137K
|
66.5K
$5.21M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.73K+ 4.21% |
$133K - $135K
|
42.8K
$3.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
1.71K+ 6.05% |
$131K - $134K
|
30K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.7K+ 2.43% |
$131K - $133K
|
71.7K
$5.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
1.65K+ 9.16% |
$127K - $129K
|
19.7K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.65K+ 5.23% |
$127K - $129K
|
33.2K
$2.6M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.65K+ 55.77% |
$127K - $129K
|
4.6K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.62K+ 46.78% |
$125K - $127K
|
5.09K
$399K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.62K+ 11.81% |
$124K - $127K
|
15.3K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.6K+ 2.07% |
$123K - $125K
|
78.7K
$6.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.57K+ 156800.0% |
$121K - $123K
|
1.57K
$123K
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
1.57K+ 15.0% |
$120K - $123K
|
12K
$941K
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
BUY
|
- |
1.56K+ 1.33% |
$120K - $122K
|
119K
$9.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
1.55K+ 15.65% |
$119K - $121K
|
11.4K
$896K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.51K+ 4.27% |
$116K - $118K
|
36.9K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.49K+ 0.51% |
$114K - $116K
|
291K
$22.8M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.47K+ 0.68% |
$113K - $115K
|
217K
$17M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.45K+ 23.83% |
$112K - $114K
|
7.54K
$591K
|