Willow Creek Wealth Management Inc. Vanguard Bd Index Fd Inc Short Transaction History
Willow Creek Wealth Management Inc.
- $1.15 Billion
- Q3 2025
A detailed history of Willow Creek Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,503,962 shares of BSV stock, worth $118 Million. This represents 10.32% of its overall portfolio holdings.
Number of Shares
1,503,962
Previous 1,414,161
6.35%
Holding current value
$118 Million
Previous $111 Million
6.63%
% of portfolio
10.32%
Previous 10.53%
Shares
33 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