Vestia Personal Wealth Advisors Vanguard Bd Index Fd Inc Short Transaction History
Vestia Personal Wealth Advisors
- $197 Billion
- Q4 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 5,753 shares of BSV stock, worth $453,106. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,753
Previous 5,655
1.73%
Holding current value
$453,106
Previous $446 Million
1.54%
% of portfolio
0.23%
Previous 0.26%
Shares
7 transactions
Others Institutions Holding BSV
# of Institutions
1,396Shares Held
412MCall 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