Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
58.5K+ 4.33% |
$4.55M - $4.61M
|
1.41M
$111M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
58.1KNew |
$4.51M - $4.57M
|
58.1K
$4.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
57.3KNew |
$4.45M - $4.51M
|
57.3K
$4.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
56.9K+ 45.49% |
$4.42M - $4.48M
|
182K
$14.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
55.2K+ 67.25% |
$4.29M - $4.35M
|
137K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
54.5K+ 164.35% |
$4.24M - $4.29M
|
87.7K
$6.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
54.4KNew |
$4.23M - $4.29M
|
54.4K
$4.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
52.4K+ 6.19% |
$4.07M - $4.13M
|
898K
$70.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
51.8K+ 3.8% |
$4.03M - $4.08M
|
1.41M
$112M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.7K+ 66.7% |
$3.94M - $4M
|
127K
$10M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
48.3K+ 5.8% |
$3.75M - $3.8M
|
881K
$69.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
46.4K+ 7.72% |
$3.61M - $3.66M
|
648K
$51.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
46.4K+ 35.23% |
$3.61M - $3.66M
|
178K
$14.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
42.6K+ 1335.61% |
$3.31M - $3.35M
|
45.8K
$3.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
42.4KNew |
$3.3M - $3.34M
|
42.4K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.2K+ 1.44% |
$3.28M - $3.33M
|
2.97M
$234M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
40.7KNew |
$3.16M - $3.2M
|
40.7K
$3.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
39.5KNew |
$3.07M - $3.11M
|
39.5K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
37.7K+ 20.91% |
$2.93M - $2.97M
|
218K
$17.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
37.4K+ 9.01% |
$2.91M - $2.95M
|
453K
$35.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
36.6KNew |
$2.84M - $2.88M
|
36.6K
$2.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
35.7K+ 5.55% |
$2.78M - $2.82M
|
680K
$53.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
34.4K+ 4.23% |
$2.67M - $2.71M
|
848K
$66.9M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
33.6K+ 13.46% |
$2.61M - $2.65M
|
283K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
33.1K+ 6.17% |
$2.57M - $2.61M
|
570K
$45M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
33K+ 67.1% |
$2.56M - $2.6M
|
82.1K
$6.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
27.5KNew |
$2.14M - $2.17M
|
27.5K
$2.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
27.3K+ 7.96% |
$2.12M - $2.15M
|
370K
$29.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
26K+ 5.85% |
$2.02M - $2.05M
|
470K
$37.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
23.7K+ 2.63% |
$1.84M - $1.86M
|
921K
$72.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
21.2K+ 5.46% |
$1.65M - $1.67M
|
410K
$32.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
21.1K+ 5.4% |
$1.64M - $1.66M
|
411K
$32.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.8K+ 14.34% |
$1.61M - $1.64M
|
166K
$13.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.7K+ 7.31% |
$1.61M - $1.63M
|
304K
$24M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
20.5K+ 23.33% |
$1.59M - $1.61M
|
108K
$8.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
19.8K+ 12.75% |
$1.54M - $1.56M
|
175K
$13.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19.8K+ 112.7% |
$1.54M - $1.56M
|
37.3K
$2.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19.6K+ 4.97% |
$1.52M - $1.54M
|
413K
$32.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
19.2K+ 2.49% |
$1.49M - $1.51M
|
792K
$62.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
18KNew |
$1.4M - $1.42M
|
18K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
17.9K+ 12.01% |
$1.39M - $1.41M
|
167K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
17.7KNew |
$1.37M - $1.39M
|
17.7K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
17.6K+ 63.06% |
$1.37M - $1.38M
|
45.4K
$3.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.5K+ 5.59% |
$1.36M - $1.38M
|
330K
$26.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
17.4K+ 5.09% |
$1.35M - $1.37M
|
359K
$28.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
17KNew |
$1.32M - $1.34M
|
17K
$1.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.9K+ 0.54% |
$1.31M - $1.33M
|
3.13M
$247M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
16.7K+ 3.87% |
$1.3M - $1.32M
|
449K
$35.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
16.3K+ 37.73% |
$1.27M - $1.29M
|
59.7K
$4.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
16.3K+ 8.18% |
$1.27M - $1.29M
|
216K
$17.1M
|