Latest Institutional Purchases of Vanguard Bd Index Fd Inc Short (BSV)
This list provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Short (BSV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.21KNew |
$247K - $251K
|
3.21K
$253K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.87K+ 1358.77% |
$221K - $224K
|
3.08K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.78KNew |
$214K - $218K
|
2.78K
$219K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.75KNew |
$211K - $215K
|
2.75K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.75KNew |
$211K - $215K
|
2.75K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.71K+ 47.96% |
$209K - $212K
|
8.36K
$658K
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.58KNew |
$199K - $202K
|
2.58K
$204K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
2.58KNew |
$198K - $202K
|
2.58K
$203K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
853+ 27.53% |
$65.6K - $66.8K
|
3.95K
$311K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
681+ 22.49% |
$52.4K - $53.3K
|
3.71K
$292K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
655+ 11.59% |
$50.4K - $51.3K
|
6.31K
$497K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
600New |
$46.2K - $47K
|
600
$47.3K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
500+ 4.0% |
$38.5K - $39.1K
|
13K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
346+ 10.93% |
$26.6K - $27.1K
|
3.51K
$277K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
333+ 1.48% |
$25.6K - $26.1K
|
22.9K
$1.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
237New |
$18.2K - $18.6K
|
237
$18.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
205New |
$15.8K - $16K
|
205
$16.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
185New |
$14.2K - $14.5K
|
185
$14.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
179New |
$13.8K - $14K
|
179
$14.1K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
174+ 0.6% |
$13.4K - $13.6K
|
29K
$2.29M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
136+ 45.33% |
$10.5K - $10.6K
|
436
$34.3K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
132+ 1.48% |
$10.2K - $10.3K
|
9.04K
$712K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
132+ 3.43% |
$10.2K - $10.3K
|
3.98K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
105+ 172.13% |
$8.08K - $8.22K
|
166
$13.1K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
68+ 144.68% |
$5.23K - $5.32K
|
115
$9.06K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
58New |
$4.46K - $4.54K
|
58
$4.57K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
35New |
$2.69K - $2.74K
|
35
$2.76K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
20+ 0.18% |
$1.54K - $1.57K
|
11.4K
$900K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
16New |
$1.23K - $1.25K
|
16
$1.26K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
15New |
$1.15K - $1.17K
|
15
$1.18K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
15+ 0.33% |
$1.15K - $1.17K
|
4.6K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
13New |
$1K - $1.02K
|
13
$1.02K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12New |
$923 - $939
|
12
$945
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9New |
$692 - $705
|
9
$709
|
|
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
6New |
$462 - $470
|
6
$473
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5+ 0.15% |
$385 - $391
|
3.27K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3New |
$231 - $235
|
3
$236
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.55% |
$154 - $157
|
364
$28.7K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2+ 0.02% |
$154 - $157
|
12.9K
$1.02M
|
|
| Q4 2024 | |||||||
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
374K+ 76.55% |
$28.8M - $29.4M
|
863K
$68M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
208K+ 10.0% |
$16M - $16.3M
|
2.28M
$180M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
45.5K+ 1518.43% |
$3.5M - $3.57M
|
48.5K
$3.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
43.4K+ 520.12% |
$3.34M - $3.41M
|
51.8K
$4.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
28.2K+ 59.48% |
$2.17M - $2.22M
|
75.7K
$5.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
22.4KNew |
$1.72M - $1.76M
|
22.4K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
10.8K+ 14.01% |
$830K - $847K
|
87.7K
$6.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10KNew |
$770K - $786K
|
10K
$788K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
7.47KNew |
$576K - $587K
|
7.47K
$589K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
7.46KNew |
$575K - $586K
|
7.46K
$588K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
7.23KNew |
$557K - $568K
|
7.23K
$570K
|
|