Olio Financial Planning Vanguard Bd Index Fd Inc Short Transaction History
Olio Financial Planning
- $351 Million
- Q4 2025
A detailed history of Olio Financial Planning transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Olio Financial Planning holds 2,665 shares of BSV stock, worth $209,895. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,665
Previous 4,322
38.34%
Holding current value
$209,895
Previous $341,000
38.71%
% of portfolio
0.06%
Previous 0.1%
Shares
17 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