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 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.32K+ 15.5% |
$180K - $182K
|
17.3K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.28K+ 19.05% |
$177K - $180K
|
14.3K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.26K+ 1.32% |
$175K - $178K
|
173K
$13.6M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.12K+ 31.13% |
$165K - $167K
|
8.92K
$700K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
2.01K+ 5.9% |
$156K - $158K
|
36K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
1.98K+ 17.34% |
$154K - $156K
|
13.4K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1.84KNew |
$143K - $145K
|
1.84K
$144K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.77K+ 2.27% |
$138K - $140K
|
79.8K
$6.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.76K+ 2.17% |
$137K - $138K
|
82.6K
$6.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.72K+ 3.73% |
$134K - $135K
|
47.8K
$3.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
1.71K+ 3.29% |
$133K - $135K
|
53.7K
$4.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.58K+ 1.02% |
$123K - $125K
|
157K
$12.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.57K+ 1.53% |
$122K - $124K
|
104K
$8.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.53K+ 16.27% |
$119K - $120K
|
10.9K
$856K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.48K+ 2.16% |
$115K - $117K
|
70.2K
$5.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.45K+ 7.06% |
$113K - $114K
|
22K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.44K+ 0.73% |
$112K - $114K
|
198K
$15.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.38K+ 37.51% |
$108K - $109K
|
5.07K
$398K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.37K+ 4.79% |
$107K - $108K
|
30K
$2.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
1.33K+ 2.78% |
$104K - $105K
|
49.3K
$3.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.3K+ 9.76% |
$101K - $102K
|
14.6K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.29K+ 1.67% |
$100K - $101K
|
78.3K
$6.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.25K+ 6.12% |
$97.4K - $98.7K
|
21.7K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1.22K+ 3.86% |
$94.5K - $95.7K
|
32.7K
$2.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.21K+ 3.22% |
$93.9K - $95.2K
|
38.8K
$3.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.18K+ 23.0% |
$91.7K - $92.9K
|
6.3K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.17K+ 3.54% |
$90.9K - $92.1K
|
34.2K
$2.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.12K+ 9.28% |
$87.1K - $88.3K
|
13.2K
$1.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
994+ 0.99% |
$77.3K - $78.3K
|
101K
$7.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
934+ 2.74% |
$72.6K - $73.6K
|
35K
$2.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
901+ 1.56% |
$70K - $71K
|
58.6K
$4.6M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
898+ 4.6% |
$69.8K - $70.7K
|
20.4K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
869+ 2.25% |
$67.6K - $68.5K
|
39.5K
$3.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
792+ 6.91% |
$61.6K - $62.4K
|
12.2K
$961K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
762+ 8.1% |
$59.2K - $60K
|
10.2K
$799K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
760New |
$59.1K - $59.9K
|
760
$59.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
757+ 2.05% |
$58.8K - $59.6K
|
37.6K
$2.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
725+ 0.96% |
$56.4K - $57.1K
|
76.3K
$5.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
636+ 4.16% |
$49.4K - $50.1K
|
15.9K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
566+ 3.14% |
$44K - $44.6K
|
18.6K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
563+ 3.97% |
$43.8K - $44.4K
|
14.7K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
560+ 1.97% |
$43.5K - $44.1K
|
28.9K
$2.27M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
548+ 14.11% |
$42.6K - $43.2K
|
4.43K
$348K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
522+ 1.83% |
$40.6K - $41.1K
|
29.1K
$2.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
518+ 32.7% |
$40.3K - $40.8K
|
2.1K
$165K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
507+ 0.87% |
$39.4K - $39.9K
|
58.8K
$4.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
500+ 0.88% |
$38.9K - $39.4K
|
57.3K
$4.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
497New |
$38.6K - $39.2K
|
497
$39K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
497+ 7.2% |
$38.6K - $39.2K
|
7.4K
$581K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
426+ 10.12% |
$33.1K - $33.6K
|
4.64K
$364K
|