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 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-545- 1.47% |
$41.9K - $42.7K
|
36.6K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-550- 10.78% |
$42.3K - $43.1K
|
4.55K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-561- 15.67% |
$43.2K - $43.9K
|
3.02K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-565- 8.75% |
$43.5K - $44.2K
|
5.9K
$466K
|
|
|
Apr 22, 2025
Q1 2025
|
Chico Wealth Ria
|
SELL
|
- |
-600- 6.03% |
$46.2K - $47K
|
9.36K
$739K
|
|
|
Apr 24, 2025
Q1 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-600- 3.55% |
$46.2K - $47K
|
16.3K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-615- 4.11% |
$47.3K - $48.1K
|
14.4K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-625- 16.34% |
$48.1K - $48.9K
|
3.2K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-631- 0.26% |
$48.5K - $49.4K
|
244K
$19.3M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-639- 0.08% |
$49.2K - $50K
|
797K
$63M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-642- 3.93% |
$49.4K - $50.3K
|
15.7K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-648- 2.04% |
$49.9K - $50.7K
|
31.1K
$2.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-659- 1.95% |
$50.7K - $51.6K
|
33.1K
$2.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-708- 15.45% |
$54.5K - $55.4K
|
3.88K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-713- 0.84% |
$54.9K - $55.8K
|
84.5K
$6.67M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-717- 1.17% |
$55.2K - $56.1K
|
60.7K
$4.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-726- 0.87% |
$55.9K - $56.8K
|
82.7K
$6.53M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-756- 9.39% |
$58.2K - $59.2K
|
7.29K
$576K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-769- 22.46% |
$59.2K - $60.2K
|
2.66K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-791- 4.06% |
$60.9K - $61.9K
|
18.7K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-794- 21.66% |
$61.1K - $62.2K
|
2.87K
$227K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-804- 0.33% |
$61.9K - $62.9K
|
245K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-805- 2.23% |
$61.9K - $63K
|
35.3K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-809- 16.4% |
$62.2K - $63.3K
|
4.12K
$326K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-813- 4.16% |
$62.6K - $63.6K
|
18.7K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-814- 2.88% |
$62.6K - $63.7K
|
27.4K
$2.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-818- 6.34% |
$62.9K - $64K
|
12.1K
$954K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-823- 5.31% |
$63.3K - $64.4K
|
14.7K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-825- 6.86% |
$63.5K - $64.6K
|
11.2K
$884K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-830- 6.0% |
$63.9K - $65K
|
13K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-836- 0.77% |
$64.3K - $65.4K
|
107K
$8.47M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-850- 1.28% |
$65.4K - $66.5K
|
65.6K
$5.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-851- 0.59% |
$65.5K - $66.6K
|
142K
$11.2M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-861- 14.23% |
$66.2K - $67.4K
|
5.19K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-875- 3.43% |
$67.3K - $68.5K
|
24.7K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-886- 1.45% |
$68.2K - $69.4K
|
60.1K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-886- 6.61% |
$68.2K - $69.4K
|
12.5K
$989K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-899- 0.29% |
$69.2K - $70.4K
|
313K
$24.7M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-907- 6.26% |
$69.8K - $71K
|
13.6K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-908- 1.47% |
$69.9K - $71.1K
|
60.9K
$4.81M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-917- 10.17% |
$70.6K - $71.8K
|
8.1K
$640K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-921- 36.05% |
$70.9K - $72.1K
|
1.63K
$129K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-942- 3.04% |
$72.5K - $73.7K
|
30.1K
$2.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-942- 1.7% |
$72.5K - $73.7K
|
54.6K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-942- 12.56% |
$72.5K - $73.7K
|
6.56K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-946- 0.57% |
$72.8K - $74.1K
|
165K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-955- 10.64% |
$73.5K - $74.8K
|
8.02K
$633K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-959- 6.65% |
$73.8K - $75.1K
|
13.5K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-965- 4.14% |
$74.2K - $75.5K
|
22.4K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-978- 3.67% |
$75.2K - $76.6K
|
25.7K
$2.03M
|