Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
681K+ 60.23% |
$53M - $53.7M
|
1.81M
$142M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
512K+ 419.33% |
$39.8M - $40.3M
|
634K
$49.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
198K+ 33.24% |
$15.4M - $15.6M
|
792K
$62.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
148KNew |
$11.5M - $11.7M
|
148K
$11.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
89.6K+ 49.36% |
$6.97M - $7.06M
|
271K
$21.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
76KNew |
$5.91M - $5.99M
|
76K
$5.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
72.6KNew |
$5.64M - $5.72M
|
72.6K
$5.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
67.4K+ 13.88% |
$5.24M - $5.31M
|
553K
$43.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
65.3KNew |
$5.07M - $5.14M
|
65.3K
$5.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
65.2K+ 236.09% |
$5.07M - $5.14M
|
92.8K
$7.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
58.5K+ 4.33% |
$4.55M - $4.61M
|
1.41M
$111M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
58.1KNew |
$4.51M - $4.57M
|
58.1K
$4.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
57.3KNew |
$4.45M - $4.51M
|
57.3K
$4.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
56.9K+ 45.49% |
$4.42M - $4.48M
|
182K
$14.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
55.2K+ 67.25% |
$4.29M - $4.35M
|
137K
$10.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
51.8K+ 3.8% |
$4.03M - $4.08M
|
1.41M
$111M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
48.3K+ 5.8% |
$3.75M - $3.8M
|
881K
$69.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
40.7KNew |
$3.16M - $3.2M
|
40.7K
$3.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
35.7K+ 5.55% |
$2.78M - $2.82M
|
680K
$53.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
34.4K+ 4.23% |
$2.67M - $2.71M
|
848K
$66.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
33K+ 67.1% |
$2.56M - $2.6M
|
82.1K
$6.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.7K+ 7.31% |
$1.61M - $1.63M
|
304K
$23.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
20.5K+ 23.33% |
$1.59M - $1.61M
|
108K
$8.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19.8K+ 112.7% |
$1.54M - $1.56M
|
37.3K
$2.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
19.2K+ 2.49% |
$1.49M - $1.51M
|
792K
$62.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.5K+ 5.59% |
$1.36M - $1.38M
|
330K
$25.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
16K+ 7.0% |
$1.25M - $1.26M
|
245K
$19.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
16K+ 2.26% |
$1.24M - $1.26M
|
723K
$56.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
15.7K+ 2.01% |
$1.22M - $1.24M
|
797K
$62.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
14.5KNew |
$1.13M - $1.15M
|
14.5K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
14.3K+ 4.71% |
$1.11M - $1.13M
|
318K
$25M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
13.8K+ 107.07% |
$1.07M - $1.08M
|
26.6K
$2.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.3K+ 1.54% |
$1.03M - $1.05M
|
876K
$68.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
12.9K+ 24.01% |
$1.01M - $1.02M
|
66.8K
$5.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12.9K+ 47.07% |
$1M - $1.02M
|
40.3K
$3.17M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
BUY
|
- |
12.6K+ 1.7% |
$976K - $989K
|
749K
$58.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
12.1K+ 58.58% |
$942K - $955K
|
32.8K
$2.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
12KNew |
$931K - $943K
|
12K
$940K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
11.6K+ 6.45% |
$905K - $917K
|
192K
$15.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
11.2K+ 5.39% |
$870K - $882K
|
219K
$17.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
10.7K+ 15.23% |
$829K - $840K
|
80.6K
$6.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
10.3K+ 16.93% |
$801K - $812K
|
71.2K
$5.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.1K+ 15.11% |
$782K - $792K
|
76.6K
$6.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
9.95K+ 8.64% |
$773K - $783K
|
125K
$9.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
9.25KNew |
$719K - $728K
|
9.25K
$726K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
8.52K+ 4.75% |
$663K - $671K
|
188K
$14.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
7.57KNew |
$589K - $597K
|
7.57K
$594K
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
7.41K+ 3.78% |
$576K - $584K
|
204K
$16M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.39K+ 60.66% |
$574K - $582K
|
19.6K
$1.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.36K+ 57.8% |
$572K - $580K
|
20.1K
$1.58M
|