Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.77M+ 23.46% |
$373M - $378M
|
25.1M
$1.98B
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.74MNew |
$214M - $217M
|
2.74M
$216M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
349K+ 815.81% |
$27.3M - $27.6M
|
392K
$30.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
307K+ 4.78% |
$24M - $24.3M
|
6.72M
$530M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
302K+ 11.6% |
$23.6M - $23.9M
|
2.91M
$229M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
254KNew |
$19.9M - $20.1M
|
254K
$20.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
248K+ 39.15% |
$19.4M - $19.6M
|
882K
$69.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Lincoln National Corp
|
BUY
|
- |
248K+ 7.18% |
$19.4M - $19.6M
|
3.71M
$292M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
164K+ 2.44% |
$12.8M - $13M
|
6.91M
$545M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
148KNew |
$11.6M - $11.7M
|
148K
$11.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
145K+ 2449.62% |
$11.3M - $11.4M
|
151K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
142K+ 24.69% |
$11.1M - $11.2M
|
718K
$56.6M
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
134K+ 6.37% |
$10.5M - $10.6M
|
2.24M
$177M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
112K+ 27.0% |
$8.77M - $8.88M
|
528K
$41.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
108KNew |
$8.43M - $8.54M
|
108K
$8.51M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
106K+ 1208.39% |
$8.27M - $8.37M
|
115K
$9.04M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
94.7K+ 2203.91% |
$7.4M - $7.49M
|
99K
$7.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
89.8K+ 6.35% |
$7.01M - $7.1M
|
1.5M
$119M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
89.2K+ 29.34% |
$6.97M - $7.05M
|
393K
$31M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
88.2K+ 6.84% |
$6.89M - $6.97M
|
1.38M
$109M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
76.5K+ 8.69% |
$5.98M - $6.05M
|
957K
$75.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Rs Crum Inc.
|
BUY
|
- |
67.8K+ 6.92% |
$5.29M - $5.36M
|
1.05M
$82.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
67.7K+ 7.54% |
$5.29M - $5.36M
|
966K
$76.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
64.6K+ 9.97% |
$5.05M - $5.11M
|
713K
$56.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
64.4K+ 697.08% |
$5.03M - $5.09M
|
73.7K
$5.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
59.3K+ 5.68% |
$4.63M - $4.69M
|
1.1M
$87.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
58.6K+ 6.57% |
$4.57M - $4.63M
|
949K
$74.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
58.2K+ 53.71% |
$4.54M - $4.6M
|
166K
$13.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
57.8K+ 31.76% |
$4.51M - $4.57M
|
240K
$18.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
52.8K+ 3.75% |
$4.12M - $4.17M
|
1.46M
$115M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
52.1K+ 6.77% |
$4.07M - $4.12M
|
822K
$64.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
50K+ 6.32% |
$3.91M - $3.96M
|
842K
$66.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
49.9K+ 75.61% |
$3.9M - $3.95M
|
116K
$9.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
48.7K+ 1830.36% |
$3.8M - $3.85M
|
51.3K
$4.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
45.8K+ 16.89% |
$3.58M - $3.62M
|
317K
$25M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
45.2K+ 17.15% |
$3.53M - $3.57M
|
309K
$24.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
43.9K+ 51.15% |
$3.43M - $3.47M
|
130K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
43.4K+ 5.45% |
$3.39M - $3.43M
|
840K
$66.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
42.6K+ 6.03% |
$3.33M - $3.37M
|
750K
$59.1M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
41.7K+ 4.56% |
$3.25M - $3.29M
|
956K
$75.4M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
41.6K+ 14.94% |
$3.25M - $3.29M
|
320K
$25.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
41K+ 10.12% |
$3.2M - $3.24M
|
446K
$35.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
40.2K+ 608.95% |
$3.14M - $3.18M
|
46.8K
$3.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
39.8K+ 10.76% |
$3.11M - $3.15M
|
410K
$32.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
39.7K+ 8.76% |
$3.1M - $3.14M
|
493K
$38.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.9K+ 4.33% |
$2.96M - $3M
|
914K
$72.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
37.7K+ 5.54% |
$2.94M - $2.98M
|
718K
$56.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
36.9K+ 10.12% |
$2.88M - $2.92M
|
401K
$31.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
36.2K+ 108.0% |
$2.83M - $2.86M
|
69.7K
$5.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
35.9KNew |
$2.81M - $2.84M
|
35.9K
$2.83M
|