Aegis Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Aegis Wealth Management LLC
- $187 Billion
- Q3 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 10,584 shares of BSV stock, worth $833,595. This represents 0.45% of its overall portfolio holdings.
Number of Shares
10,584
Previous 10,181
3.96%
Holding current value
$833,595
Previous $797 Million
4.8%
% of portfolio
0.45%
Previous 0.48%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,392Shares 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