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 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
934+ 2.74% |
$72.6K - $73.6K
|
35K
$2.76M
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
922+ 27.55% |
$71.7K - $72.6K
|
4.27K
$337K
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
916+ 0.61% |
$71.2K - $72.2K
|
152K
$12M
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
907+ 0.77% |
$70.5K - $71.5K
|
118K
$9.36M
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
901+ 1.56% |
$70K - $71K
|
58.6K
$4.63M
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
898+ 4.6% |
$69.8K - $70.7K
|
20.4K
$1.61M
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
889+ 13.74% |
$69.1K - $70K
|
7.36K
$581K
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
888+ 32.06% |
$69K - $70K
|
3.66K
$289K
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
881+ 10.44% |
$68.5K - $69.4K
|
9.32K
$736K
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
880+ 3.53% |
$68.4K - $69.3K
|
25.8K
$2.04M
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
869+ 2.25% |
$67.6K - $68.5K
|
39.5K
$3.12M
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
863+ 2.37% |
$67.1K - $68K
|
37.2K
$2.94M
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
833+ 2.85% |
$64.8K - $65.6K
|
30.1K
$2.37M
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
809+ 31.04% |
$62.9K - $63.7K
|
3.42K
$270K
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
795+ 13.02% |
$61.8K - $62.6K
|
6.9K
$545K
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
792+ 6.91% |
$61.6K - $62.4K
|
12.2K
$967K
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
779+ 0.56% |
$60.6K - $61.4K
|
139K
$11M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
762+ 8.1% |
$59.2K - $60K
|
10.2K
$804K
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
760New |
$59.1K - $59.9K
|
760
$60K
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
757+ 2.05% |
$58.8K - $59.6K
|
37.6K
$2.97M
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
750+ 11.71% |
$58.3K - $59.1K
|
7.16K
$565K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
725+ 0.96% |
$56.4K - $57.1K
|
76.3K
$6.02M
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
713+ 5.9% |
$55.4K - $56.2K
|
12.8K
$1.01M
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
708New |
$55K - $55.8K
|
708
$55.9K
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
708New |
$55K - $55.8K
|
708
$55.9K
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
704New |
$54.7K - $55.5K
|
704
$55.6K
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
BUY
|
- |
702+ 9.63% |
$54.6K - $55.3K
|
7.99K
$631K
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
690+ 6.82% |
$53.6K - $54.4K
|
10.8K
$854K
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
690+ 5.97% |
$53.6K - $54.4K
|
12.2K
$967K
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
682+ 0.32% |
$53K - $53.7K
|
216K
$17M
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
662+ 0.83% |
$51.5K - $52.2K
|
80.3K
$6.34M
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
646+ 0.5% |
$50.2K - $50.9K
|
129K
$10.2M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
636+ 2.88% |
$49.4K - $50.1K
|
22.7K
$1.79M
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
636+ 4.16% |
$49.4K - $50.1K
|
15.9K
$1.26M
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
635+ 17.84% |
$49.4K - $50K
|
4.19K
$331K
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
619+ 7.64% |
$48.1K - $48.8K
|
8.72K
$689K
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
616New |
$47.9K - $48.5K
|
616
$48.7K
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
600New |
$46.6K - $47.3K
|
600
$47.4K
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
586+ 3.42% |
$45.6K - $46.2K
|
17.7K
$1.4M
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
578New |
$44.9K - $45.5K
|
578
$45.7K
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
566+ 3.14% |
$44K - $44.6K
|
18.6K
$1.47M
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
563+ 3.97% |
$43.8K - $44.4K
|
14.7K
$1.16M
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
560+ 1.97% |
$43.5K - $44.1K
|
28.9K
$2.28M
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
551New |
$42.8K - $43.4K
|
551
$43.5K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
548+ 14.11% |
$42.6K - $43.2K
|
4.43K
$350K
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
522+ 1.83% |
$40.6K - $41.1K
|
29.1K
$2.3M
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
518+ 32.7% |
$40.3K - $40.8K
|
2.1K
$166K
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
507+ 0.87% |
$39.4K - $39.9K
|
58.8K
$4.64M
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
501+ 8.37% |
$38.9K - $39.5K
|
6.49K
$512K
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
500+ 0.88% |
$38.9K - $39.4K
|
57.3K
$4.52M
|