Legacy Financial Group LLC Vanguard Bd Index Fd Inc Short Transaction History
Legacy Financial Group LLC
- $614 Million
- Q3 2025
A detailed history of Legacy Financial Group LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Legacy Financial Group LLC holds 175,771 shares of BSV stock, worth $13.8 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
175,771
Previous 171,356
2.58%
Holding current value
$13.8 Million
Previous $13.5 Million
2.86%
% of portfolio
2.26%
Previous 2.28%
Shares
18 transactions
Others Institutions Holding BSV
# of Institutions
1,396Shares Held
411MCall 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