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 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
267+ 4.61% |
$20.5K - $20.9K
|
6.06K
$476K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
267+ 1.07% |
$20.5K - $20.9K
|
25.3K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
266+ 0.69% |
$20.5K - $20.8K
|
38.8K
$3.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
245+ 24.04% |
$18.9K - $19.2K
|
1.26K
$99.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
242+ 0.67% |
$18.6K - $18.9K
|
36.5K
$2.86M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
237New |
$18.2K - $18.6K
|
237
$18.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
205New |
$15.8K - $16K
|
205
$16.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
198+ 1.43% |
$15.2K - $15.5K
|
14K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
185New |
$14.2K - $14.5K
|
185
$14.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
179+ 1.59% |
$13.8K - $14K
|
11.5K
$900K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
179New |
$13.8K - $14K
|
179
$14K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
174+ 0.6% |
$13.4K - $13.6K
|
29K
$2.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
172+ 6.39% |
$13.2K - $13.5K
|
2.86K
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
154+ 0.31% |
$11.8K - $12.1K
|
49.3K
$3.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
143+ 36.67% |
$11K - $11.2K
|
533
$41.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
140+ 1.87% |
$10.8K - $11K
|
7.62K
$598K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
136+ 45.33% |
$10.5K - $10.6K
|
436
$34.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
132+ 3.43% |
$10.2K - $10.3K
|
3.98K
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
109+ 3.6% |
$8.39K - $8.53K
|
3.14K
$246K
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
102+ 1.63% |
$7.85K - $7.98K
|
6.36K
$499K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
85+ 56.67% |
$6.54K - $6.65K
|
235
$18.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
78+ 0.93% |
$6K - $6.11K
|
8.5K
$667K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
77+ 0.52% |
$5.92K - $6.03K
|
15K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
74+ 1.21% |
$5.69K - $5.79K
|
6.17K
$484K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
67+ 0.26% |
$5.15K - $5.24K
|
25.5K
$2M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
67+ 0.38% |
$5.15K - $5.24K
|
17.8K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
63+ 0.34% |
$4.85K - $4.93K
|
18.4K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
63+ 0.61% |
$4.85K - $4.93K
|
10.3K
$809K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
63+ 1.52% |
$4.85K - $4.93K
|
4.21K
$330K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
47+ 0.25% |
$3.62K - $3.68K
|
18.9K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
45+ 0.39% |
$3.46K - $3.52K
|
11.7K
$914K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
37+ 0.6% |
$2.85K - $2.9K
|
6.18K
$485K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30+ 0.28% |
$2.31K - $2.35K
|
10.6K
$829K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
24+ 0.61% |
$1.85K - $1.88K
|
3.94K
$309K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.38% |
$1.69K - $1.72K
|
5.86K
$460K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
20+ 0.18% |
$1.54K - $1.57K
|
11.4K
$897K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
20+ 0.23% |
$1.54K - $1.57K
|
8.59K
$674K
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
19+ 0.63% |
$1.46K - $1.49K
|
3.06K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
17+ 0.6% |
$1.31K - $1.33K
|
2.84K
$223K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
17+ 0.04% |
$1.31K - $1.33K
|
38.7K
$3.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
16+ 0.54% |
$1.23K - $1.25K
|
2.99K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
15New |
$1.15K - $1.17K
|
15
$1.18K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
15+ 0.33% |
$1.15K - $1.17K
|
4.6K
$361K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
11+ 61.11% |
$846 - $861
|
29
$2.28K
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
8+ 0.01% |
$616 - $626
|
85.2K
$6.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8+ 0.05% |
$616 - $626
|
16.5K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.11% |
$539 - $548
|
6.47K
$507K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6+ 0.04% |
$462 - $470
|
14K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.28% |
$308 - $313
|
1.45K
$114K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3+ 0.04% |
$231 - $235
|
7.03K
$551K
|