Investment Planning Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Investment Planning Advisors, Inc.

$286 Million
Q4 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 107,915 shares of BSV stock, worth $8.5 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares

107,915

Previous 101,063 6.78%

Holding current value

$8.5 Million

Previous $7.97 Million 6.58%

% of portfolio

2.98%

Previous 2.92%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$78.65 - $79.19 $538,909 - $542,609	6,852 Added 6.78%	107,915 $8.5 Million
Q3 2025 Oct 21, 2025	BUY	$78.11 - $79.07 $644,641 - $652,564	8,253 Added 8.89%	101,063 $7.97 Million
Q2 2025 Jul 21, 2025	BUY	$77.74 - $78.78 $5.07 Million - $5.14 Million	65,195 Added 236.09%	92,810 $7.3 Million
Q1 2025 Apr 22, 2025	SELL	$76.94 - $78.28 $2.67 Million - $2.72 Million	-34,687 Reduced 55.68%	27,615 $2.16 Million
Q4 2024 Jan 22, 2025	BUY	$77.02 - $78.58 $4.8 Million - $4.9 Million	62,302 New	62,302 $4.81 Million

Others Institutions Holding BSV

# of Institutions

1,397

Shares Held

411M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
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Investment Planning Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History