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 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.2K- 36.05% |
$323K - $329K
|
7.46K
$585K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.62K- 50.0% |
$355K - $361K
|
4.62K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.23K- 44.93% |
$480K - $488K
|
7.64K
$599K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.27K- 5.64% |
$482K - $491K
|
105K
$8.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6.37K- 5.21% |
$490K - $498K
|
116K
$9.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-6.59K- 8.46% |
$507K - $516K
|
71.3K
$5.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-7.69K- 16.35% |
$591K - $602K
|
39.3K
$3.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-7.88K- 12.19% |
$606K - $617K
|
56.8K
$4.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-9.04K- 1.18% |
$696K - $708K
|
760K
$59.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-9.62K- 16.37% |
$740K - $753K
|
49.1K
$3.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.4K- 1.19% |
$798K - $812K
|
863K
$67.7M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.5K- 4.09% |
$807K - $821K
|
246K
$19.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-11.6K- 38.76% |
$894K - $910K
|
18.4K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-14.4K- 12.89% |
$1.11M - $1.13M
|
97.5K
$7.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15.1K- 14.79% |
$1.16M - $1.18M
|
86.9K
$6.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-16.4K- 43.94% |
$1.26M - $1.28M
|
20.9K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-26K- 12.3% |
$2M - $2.03M
|
185K
$14.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-29.6K- 78.0% |
$2.28M - $2.32M
|
8.36K
$656K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-32.2K- 46.54% |
$2.47M - $2.52M
|
36.9K
$2.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-34.7K- 55.68% |
$2.67M - $2.72M
|
27.6K
$2.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-38.8K- 30.67% |
$2.99M - $3.04M
|
87.8K
$6.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-53K- 92.47% |
$4.08M - $4.15M
|
4.32K
$339K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-53.4K- 58.73% |
$4.11M - $4.18M
|
37.5K
$2.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-53.6K- 6.19% |
$4.13M - $4.2M
|
813K
$63.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-75.8K- 74.68% |
$5.83M - $5.94M
|
25.7K
$2.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-81.1K- 21.49% |
$6.24M - $6.35M
|
296K
$23.3M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-87.2K- 99.66% |
$6.71M - $6.83M
|
300
$23.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-102K- 23.85% |
$7.81M - $7.95M
|
324K
$25.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-103K- 32.28% |
$7.92M - $8.05M
|
216K
$16.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-117K- 6.46% |
$9.02M - $9.18M
|
1.7M
$133M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-120K- 41.54% |
$9.22M - $9.38M
|
169K
$13.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-168K- 53.24% |
$12.9M - $13.1M
|
147K
$11.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-170K- 97.93% |
$13.1M - $13.3M
|
3.59K
$281K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-177K- 58.6% |
$13.6M - $13.9M
|
125K
$9.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-735K- 99.96% |
$56.5M - $57.5M
|
282
$22.1K
|