Fonville Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Fonville Wealth Management LLC
- $444 Billion
- Q3 2025
A detailed history of Fonville Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Fonville Wealth Management LLC holds 61,811 shares of BSV stock, worth $4.87 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
61,811
Previous 58,260
6.1%
Holding current value
$4.87 Million
Previous $4.59 Billion
6.38%
% of portfolio
1.1%
Previous 1.16%
Shares
8 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares Held
410MCall 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