Schubert & CO Vanguard Bd Index Fd Inc Short Transaction History

Schubert & CO

$115 Million
Q4 2024

A detailed history of Schubert & CO transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Schubert & CO holds 7,462 shares of BSV stock, worth $581,140. This represents 0.5% of its overall portfolio holdings.

Number of Shares

7,462

Holding current value

$581,140

% of portfolio

0.5%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$77.02 - $78.58 $574,723 - $586,363	7,462 New	7,462 $576,000

Others Institutions Holding BSV

# of Institutions

1,353

Shares Held

386M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

56.1M
Shares

$4.37 Billion
1.44% of portfolio
Mercer Global Advisors Inc Denver, CO

28.9M
Shares

$2.25 Billion
5.51% of portfolio
Jpmorgan Chase & CO New York, NY

26.9M
Shares

$2.1 Billion
0.17% of portfolio
Goldman Sachs Group Inc New York, NY

16.5M
Shares

$1.28 Billion
0.21% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

16.3M
Shares

$1.27 Billion
4.27% of portfolio

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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