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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.73K+ 17.39% |
$595K - $605K
|
52.2K
$4.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.54K+ 145.36% |
$580K - $590K
|
12.7K
$998K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7.39K+ 13.82% |
$569K - $579K
|
60.9K
$4.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
7.32KNew |
$563K - $573K
|
7.32K
$574K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
7.15K+ 91.79% |
$550K - $560K
|
14.9K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.09K+ 105.52% |
$546K - $555K
|
13.8K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
6.97K+ 13.06% |
$536K - $546K
|
60.3K
$4.73M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.8KNew |
$523K - $533K
|
6.8K
$534K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6.8K+ 2.69% |
$523K - $532K
|
260K
$20.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.78K+ 5.66% |
$521K - $531K
|
126K
$9.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
6.71K+ 1.75% |
$516K - $525K
|
390K
$30.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.42KNew |
$494K - $502K
|
6.42K
$503K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
6.16K+ 2.07% |
$474K - $482K
|
304K
$23.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
6.01K+ 4.61% |
$462K - $470K
|
136K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.86KNew |
$451K - $458K
|
5.86K
$459K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.58K+ 1.06% |
$429K - $437K
|
531K
$41.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
5.16K+ 2.3% |
$397K - $404K
|
229K
$18M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.13KNew |
$394K - $401K
|
5.13K
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.8K+ 9.43% |
$369K - $376K
|
55.7K
$4.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.79KNew |
$368K - $375K
|
4.79K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
4.43K+ 16.39% |
$341K - $347K
|
31.5K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.34K+ 3.94% |
$334K - $340K
|
115K
$8.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4.28K+ 19.21% |
$329K - $335K
|
26.5K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4.21KNew |
$324K - $330K
|
4.21K
$330K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.21KNew |
$324K - $330K
|
4.21K
$330K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.03K+ 45.65% |
$310K - $316K
|
12.9K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
4.01K+ 1.97% |
$309K - $314K
|
208K
$16.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.8K+ 2.15% |
$292K - $297K
|
180K
$14.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
BUY
|
- |
3.78K+ 7.83% |
$291K - $296K
|
52K
$4.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.61KNew |
$278K - $283K
|
3.61K
$283K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
3.61K+ 5.54% |
$277K - $282K
|
68.7K
$5.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.41K+ 5.09% |
$262K - $267K
|
70.5K
$5.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.34K+ 20.4% |
$257K - $261K
|
19.7K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
3.32K+ 5.97% |
$255K - $259K
|
58.9K
$4.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.15KNew |
$243K - $247K
|
3.15K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
3.14K+ 7.7% |
$241K - $246K
|
43.9K
$3.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
3.06K+ 17.97% |
$236K - $240K
|
20.1K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.87K+ 3.95% |
$221K - $225K
|
75.6K
$5.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.87K+ 1358.77% |
$221K - $224K
|
3.08K
$241K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.77KNew |
$213K - $217K
|
2.77K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.74KNew |
$211K - $215K
|
2.74K
$215K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.68KNew |
$206K - $210K
|
2.68K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.58K+ 3.47% |
$199K - $202K
|
77K
$6.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2.53K+ 11.69% |
$195K - $198K
|
24.2K
$1.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
2.37K+ 2.32% |
$182K - $185K
|
104K
$8.18M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.25K+ 18.75% |
$173K - $176K
|
14.2K
$1.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.21K+ 65.5% |
$170K - $173K
|
5.57K
$437K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.11K+ 7.2% |
$162K - $165K
|
31.4K
$2.46M
|
|
|
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
|