Beacon Capital Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Beacon Capital Management, LLC

$599 Million
Q3 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 17, 2025	SELL	$77.74 - $78.78 $15,936 - $16,149	-205 Reduced 14.18%	1,241 $97,000
Q1 2025 Apr 21, 2025	SELL	$76.94 - $78.28 $28,006 - $28,493	-364 Reduced 20.11%	1,446 $113,000
Q4 2024 Jan 30, 2025	SELL	$77.02 - $78.58 $17,791 - $18,151	-231 Reduced 11.32%	1,810 $139,000
Q3 2024 Nov 07, 2024	SELL	$76.38 - $78.87 $11,304 - $11,672	-148 Reduced 6.76%	2,041 $160,000
Q2 2024 Jul 24, 2024	SELL	$75.81 - $76.76 $4,017 - $4,068	-53 Reduced 2.36%	2,189 $167,000

Q1 2024 May 16, 2024	BUY	$76.34 - $77.25 $5,038 - $5,098	66 Added 3.03%	2,242 $171,000
Q4 2023 Jan 09, 2024	BUY	$74.64 - $77.03 $26,497 - $27,345	355 Added 19.49%	2,176 $167,000
Q2 2023 Jul 12, 2023	BUY	$75.52 - $76.97 $7,778 - $7,927	103 Added 6.0%	1,821 $137,000
Q1 2023 Apr 20, 2023	SELL	$74.67 - $76.76 $19,638 - $20,187	-263 Reduced 13.28%	1,718 $131,000
Q4 2022 Jan 27, 2023	SELL	$74.07 - $75.87 $50,737 - $51,970	-685 Reduced 25.69%	1,981 $0
Q3 2022 Oct 05, 2022	SELL	$74.52 - $77.47 $521 - $542	-7 Reduced 0.26%	2,666 $205,000
Q1 2022 May 16, 2022	BUY	$77.66 - $80.73 $207,585 - $215,791	2,673 New	2,673 $208,000

Others Institutions Holding BSV

# of Institutions

1,392

Shares Held

410M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

38.6M
Shares

$3.04 Billion
0.19% of portfolio
Mercer Global Advisors Inc Denver, CO

37.9M
Shares

$2.98 Billion
5.09% of portfolio
Envestnet Asset Management Inc

28M
Shares

$2.2 Billion
0.68% of portfolio
Jpmorgan Chase & CO New York, NY

25.1M
Shares

$1.98 Billion
0.13% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

19.5M
Shares

$1.54 Billion
4.29% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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