Wescott Financial Advisory Group, LLC Vanguard Bd Index Fd Inc Short Transaction History
Wescott Financial Advisory Group, LLC
- $995 Million
- Q3 2025
A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 41,668 shares of BSV stock, worth $3.28 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
41,668
Previous 42,015
0.83%
Holding current value
$3.28 Million
Previous $3.31 Million
0.54%
% of portfolio
0.33%
Previous 0.35%
Shares
14 transactions
Others Institutions Holding BSV
# of Institutions
1,394Shares 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