Brewster Financial Planning LLC Vanguard Bd Index Fd Inc Short Transaction History
Brewster Financial Planning LLC
- $159 Million
- Q3 2025
A detailed history of Brewster Financial Planning LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Brewster Financial Planning LLC holds 230,714 shares of BSV stock, worth $18.2 Million. This represents 11.45% of its overall portfolio holdings.
Number of Shares
230,714
Previous 218,902
5.4%
Holding current value
$18.2 Million
Previous $17.2 Million
5.68%
% of portfolio
11.45%
Previous 11.62%
Shares
16 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