Bartlett & Co. Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History

Bartlett & Co. Wealth Management LLC

$7.34 Billion
Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 308,868 shares of BSV stock, worth $24.3 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

308,868

Previous 263,658 17.15%

Holding current value

$24.3 Million

Previous $20.7 Billion 99.88%

% of portfolio

0.33%

Previous 0.29%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$78.11 - $79.07 $3.53 Million - $3.57 Million	45,210 Added 17.15%	308,868 $24.4 Million
Q2 2025 Jul 18, 2025	BUY	$77.74 - $78.78 $369,342 - $374,283	4,751 Added 1.84%	263,658 $20.7 Billion
Q1 2025 Apr 24, 2025	BUY	$76.94 - $78.28 $721,851 - $734,422	9,382 Added 3.76%	258,907 $20.3 Billion
Q4 2024 Jan 17, 2025	SELL	$77.02 - $78.58 $1.12 Million - $1.14 Million	-14,523 Reduced 5.5%	249,525 $19.3 Billion
Q3 2024 Oct 17, 2024	BUY	$76.38 - $78.87 $425,436 - $439,305	5,570 Added 2.15%	264,048 $20.8 Billion

Q2 2024 Jul 12, 2024	SELL	$75.81 - $76.76 $440,077 - $445,591	-5,805 Reduced 2.2%	258,478 $19.8 Billion
Q1 2024 May 09, 2024	BUY	$76.34 - $77.25 $126,724 - $128,235	1,660 Added 0.63%	264,283 $20.3 Billion
Q4 2023 Feb 14, 2024	SELL	$74.64 - $77.03 $161,222 - $166,384	-2,160 Reduced 0.82%	262,623 $20.2 Billion
Q3 2023 Feb 14, 2024	BUY	$74.97 - $75.93 $44,757 - $45,330	597 Added 0.23%	264,783 $19.9 Billion
Q2 2023 Feb 14, 2024	SELL	$75.52 - $76.97 $561,340 - $572,118	-7,433 Reduced 2.74%	264,186 $20 Billion
Q1 2023 Feb 14, 2024	SELL	$74.67 - $76.76 $6,570 - $6,754	-88 Reduced 0.03%	271,619 $20.8 Billion
Q4 2022 Feb 14, 2024	SELL	$74.07 - $75.87 $5.78 Million - $5.92 Million	-78,077 Reduced 22.32%	271,707 $20.5 Billion
Q3 2022 Feb 14, 2024	SELL	$74.52 - $77.47 $2.14 Million - $2.23 Million	-28,725 Reduced 7.59%	349,784 $26.2 Billion
Q2 2022 Feb 14, 2024	SELL	$75.68 - $77.74 $494,341 - $507,797	-6,532 Reduced 1.7%	378,509 $29.1 Billion
Q1 2022 Feb 14, 2024	SELL	$77.66 - $80.73 $873,209 - $907,728	-11,244 Reduced 2.84%	385,041 $30 Billion
Q4 2021 Feb 14, 2024	SELL	$80.78 - $81.98 $2,988 - $3,033	-37 Reduced 0.01%	396,285 $32 Billion
Q3 2021 Feb 13, 2024	BUY	$81.9 - $82.4 $1.16 Million - $1.17 Million	14,171 Added 3.71%	396,322 $32.5 Billion
Q2 2021 Feb 13, 2024	BUY	$82.08 - $82.43 $654,588 - $657,379	7,975 Added 2.13%	382,151 $31.4 Billion
Q1 2021 Feb 13, 2024	BUY	$82.08 - $82.89 $7.74 Million - $7.81 Million	94,272 Added 33.68%	374,176 $30.8 Billion
Q4 2020 Feb 13, 2024	BUY	$82.67 - $82.96 $10.9 Million - $10.9 Million	131,759 Added 88.94%	279,904 $23.2 Billion
Q3 2020 Feb 13, 2024	BUY	$82.96 - $83.3 $5.43 Million - $5.46 Million	65,502 Added 79.26%	148,145 $12.3 Billion
Q2 2020 Feb 13, 2024	BUY	$81.78 - $83.12 $1.46 Million - $1.49 Million	17,905 Added 27.66%	82,643 $6.87 Billion
Q1 2020 Feb 13, 2024	BUY	$78.67 - $82.51 $4.94 Million - $5.18 Million	62,838 Added 3307.26%	64,738 $5.32 Billion
Q2 2019 Feb 13, 2024	SELL	N/A	-502 Reduced 20.9%	1,900 $153 Million
Q1 2019 Feb 13, 2024	BUY	N/A	502 Added 26.42%	2,402 $191 Million
Q4 2018 Feb 13, 2024	SELL	N/A	-753 Reduced 28.38%	1,900 $149 Million
Q3 2018 Feb 13, 2024	BUY	N/A	753 Added 39.63%	2,653 $207 Million
Q2 2018 Feb 13, 2024	BUY	N/A	1,200 Added 171.43%	1,900 $149 Million
Q1 2018 Feb 13, 2024	BUY	N/A	700 New	700 $54.9 Million

Others Institutions Holding BSV

# of Institutions

1,393

Shares Held

410M

Call Options Held

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Account

Bartlett & Co. Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History