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 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
255+ 9.74% |
$19.8K - $20.1K
|
2.87K
$225K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
247New |
$19.2K - $19.5K
|
247
$19.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
246+ 1.55% |
$19.1K - $19.4K
|
16.1K
$1.26M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
223+ 4.79% |
$17.3K - $17.6K
|
4.88K
$383K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
208+ 0.54% |
$16.2K - $16.4K
|
38.9K
$3.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
206+ 5.72% |
$16K - $16.2K
|
3.81K
$299K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
203+ 36.91% |
$15.8K - $16K
|
753
$59.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
182+ 0.11% |
$14.1K - $14.3K
|
171K
$13.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
165+ 4.21% |
$12.8K - $13K
|
4.08K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
160+ 2.95% |
$12.4K - $12.6K
|
5.58K
$438K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
159+ 0.45% |
$12.4K - $12.5K
|
35.8K
$2.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
152+ 1.88% |
$11.8K - $12K
|
8.23K
$646K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
152+ 0.6% |
$11.8K - $12K
|
25.6K
$2.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
115+ 0.25% |
$8.94K - $9.06K
|
45.4K
$3.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
113+ 3.46% |
$8.78K - $8.9K
|
3.38K
$265K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
100+ 1.09% |
$7.77K - $7.88K
|
9.3K
$730K
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
98+ 1.62% |
$7.62K - $7.72K
|
6.16K
$484K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
94+ 0.03% |
$7.31K - $7.41K
|
336K
$26.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
90+ 2.81% |
$7K - $7.09K
|
3.29K
$258K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
89+ 6.46% |
$6.92K - $7.01K
|
1.47K
$115K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
85+ 0.94% |
$6.61K - $6.7K
|
9.14K
$718K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
74+ 20.9% |
$5.75K - $5.83K
|
428
$33.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
70+ 39.55% |
$5.44K - $5.51K
|
247
$19.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
65New |
$5.05K - $5.12K
|
65
$5.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
65+ 0.99% |
$5.05K - $5.12K
|
6.66K
$523K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
64+ 1.5% |
$4.98K - $5.04K
|
4.34K
$340K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
64+ 2.14% |
$4.98K - $5.04K
|
3.05K
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
54+ 0.46% |
$4.2K - $4.25K
|
11.9K
$933K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
54+ 1.9% |
$4.2K - $4.25K
|
2.89K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
50New |
$3.89K - $3.94K
|
50
$3.93K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
45+ 0.15% |
$3.5K - $3.55K
|
29.2K
$2.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
45New |
$3.5K - $3.55K
|
45
$3.53K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
37+ 0.94% |
$2.88K - $2.91K
|
3.98K
$312K
|
|
|
Jul 15, 2025
Q2 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
29+ 0.95% |
$2.25K - $2.28K
|
3.09K
$242K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
28+ 0.97% |
$2.18K - $2.21K
|
2.91K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
27+ 0.19% |
$2.1K - $2.13K
|
14K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18+ 0.24% |
$1.4K - $1.42K
|
7.42K
$582K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16+ 1.94% |
$1.24K - $1.26K
|
841
$66K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
14+ 0.96% |
$1.09K - $1.1K
|
1.47K
$115K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14+ 466.67% |
$1.09K - $1.1K
|
17
$1.33K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
11+ 0.32% |
$855 - $867
|
3.4K
$267K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.87% |
$622 - $630
|
926
$72.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
6+ 0.1% |
$466 - $473
|
6.02K
$473K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
6+ 0.07% |
$466 - $473
|
9.01K
$707K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.2% |
$389 - $394
|
2.56K
$201K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4+ 0.02% |
$311 - $315
|
16.1K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3+ 0.11% |
$233 - $236
|
2.75K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3+ 1.67% |
$233 - $236
|
183
$14.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
2+ 0.47% |
$155 - $158
|
426
$33.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.38% |
$155 - $158
|
535
$42K
|