Aegis Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Aegis Wealth Management LLC
- $177 Billion
- Q4 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Aegis Wealth Management LLC holds 16,533 shares of BSV stock, worth $1.3 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
16,533
Previous 10,584
56.21%
Holding current value
$1.3 Million
Previous $835 Million
56.01%
% of portfolio
0.74%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,398Shares Held
412MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio