Root Financial Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Root Financial Partners, LLC holds 25,973 shares of BSV stock, worth $2.05 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

25,973

Previous 17,906 45.05%

Holding current value

$2.05 Million

Previous $1.41 Billion 45.44%

% of portfolio

0.13%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$78.11 - $79.07 $630,113 - $637,857	8,067 Added 45.05%	25,973 $2.05 Billion
Q2 2025 Aug 11, 2025	SELL	$77.74 - $78.78 $138,765 - $140,622	-1,785 Reduced 9.07%	17,906 $1.41 Billion
Q1 2025 Apr 24, 2025	BUY	$76.94 - $78.28 $256,748 - $261,220	3,337 Added 20.4%	19,691 $1.54 Billion
Q4 2024 Jan 29, 2025	BUY	$77.02 - $78.58 $477,138 - $486,803	6,195 Added 60.98%	16,354 $1.26 Billion
Q3 2024 Oct 31, 2024	BUY	$76.38 - $78.87 $373,880 - $386,068	4,895 Added 92.99%	10,159 $799 Million

Q2 2024 Aug 02, 2024	BUY	$75.81 - $76.76 $399,063 - $404,064	5,264 New	5,264 $404 Million

Others Institutions Holding BSV

# of Institutions

1,392

Shares Held

410M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Root Financial Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History