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 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-246K- 4.77% |
$19M - $19.3M
|
4.92M
$388M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-252K- 18.23% |
$19.4M - $19.7M
|
1.13M
$89.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-310K- 5.59% |
$23.8M - $24.3M
|
5.23M
$413M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-511K- 13.4% |
$39.3M - $40M
|
3.3M
$261M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-735K- 99.96% |
$56.5M - $57.5M
|
282
$22.3K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-757K- 10.73% |
$58.3M - $59.3M
|
6.3M
$498M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.04M- 12.7% |
$79.6M - $81M
|
7.12M
$562M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.28M- 4.06% |
$175M - $178M
|
53.8M
$4.25B
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.74M- 98.28% |
$365M - $371M
|
83.2K
$6.57M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.55M- 24.36% |
$504M - $513M
|
20.3M
$1.61B
|