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 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.15K+ 8.11% |
$245K - $248K
|
42K
$3.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.06K+ 3.71% |
$238K - $241K
|
85.8K
$6.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
3.03K+ 1.68% |
$236K - $239K
|
184K
$14.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.99KNew |
$233K - $236K
|
2.99K
$236K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.95K+ 10.19% |
$229K - $232K
|
31.9K
$2.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.91KNew |
$226K - $229K
|
2.91K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.91KNew |
$226K - $229K
|
2.91K
$230K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
2.86K+ 14.51% |
$222K - $225K
|
22.6K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.82KNew |
$219K - $222K
|
2.82K
$223K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
2.79KNew |
$217K - $220K
|
2.79K
$220K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
2.71KNew |
$211K - $213K
|
2.71K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.7KNew |
$210K - $213K
|
2.7K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
2.69KNew |
$209K - $212K
|
2.69K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
2.67KNew |
$208K - $210K
|
2.67K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
True Wealth Financial Partners
|
BUY
|
- |
2.65KNew |
$206K - $209K
|
2.65K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.65K+ 8.57% |
$206K - $208K
|
33.5K
$2.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.6KNew |
$202K - $205K
|
2.6K
$205K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.59K+ 6.08% |
$202K - $204K
|
45.3K
$3.58M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.59K+ 25.4% |
$202K - $204K
|
12.8K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.57KNew |
$199K - $202K
|
2.57K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$198K - $201K
|
2.55K
$202K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
2.55KNew |
$198K - $201K
|
2.55K
$201K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.55KNew |
$198K - $201K
|
2.55K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.53K+ 36.67% |
$197K - $199K
|
9.43K
$745K
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
2.5K+ 42.99% |
$194K - $197K
|
8.32K
$657K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.5K+ 18.99% |
$194K - $197K
|
15.7K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
2.5K+ 68.81% |
$194K - $197K
|
6.13K
$484K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.49K+ 61.13% |
$193K - $196K
|
6.55K
$518K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2.46K+ 14.96% |
$191K - $194K
|
18.9K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.42K+ 23.71% |
$188K - $190K
|
12.6K
$995K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.35K+ 26.08% |
$182K - $185K
|
11.3K
$895K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.32K+ 12.45% |
$180K - $183K
|
20.9K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.32K+ 15.5% |
$180K - $182K
|
17.3K
$1.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.28K+ 19.05% |
$177K - $180K
|
14.3K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.26K+ 1.32% |
$175K - $178K
|
173K
$13.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.25KNew |
$175K - $177K
|
2.25K
$177K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.24K+ 25.67% |
$174K - $176K
|
11K
$865K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.13K+ 20.2% |
$165K - $167K
|
12.7K
$999K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.12K+ 31.13% |
$165K - $167K
|
8.92K
$705K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.05K+ 8.82% |
$159K - $161K
|
25.3K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
2.01K+ 5.9% |
$156K - $158K
|
36K
$2.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.99K+ 2.97% |
$154K - $156K
|
68.9K
$5.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
1.98K+ 17.34% |
$154K - $156K
|
13.4K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.96K+ 22.5% |
$152K - $154K
|
10.7K
$843K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.88KNew |
$146K - $148K
|
1.88K
$148K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.87K+ 4.38% |
$145K - $147K
|
44.4K
$3.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1.84KNew |
$143K - $145K
|
1.84K
$145K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.83K+ 3.72% |
$142K - $144K
|
51.2K
$4.04M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.78K+ 8.83% |
$139K - $141K
|
22K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.77K+ 2.27% |
$138K - $140K
|
79.8K
$6.3M
|