Latest Institutional Transactions on Vanguard Bd Index Fd Inc Short (BSV)
This table provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Short (BSV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
21+ 0.37% |
$1.6K - $1.66K
|
5.65K
$435K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.55K- 4.12% |
$348K - $359K
|
106K
$8.15M
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-35.6KClosed |
$2.72M - $2.81M
|
0
$0
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-590- 6.75% |
$45.1K - $46.5K
|
8.15K
$627K
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.31K+ 16.57% |
$253K - $261K
|
23.3K
$1.8M
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-3.72K- 35.51% |
$284K - $294K
|
6.76K
$521K
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.34K+ 2.66% |
$102K - $106K
|
51.7K
$3.98M
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.07KNew |
$234K - $242K
|
3.07K
$236K
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
51.5K+ 5.84% |
$3.93M - $4.06M
|
932K
$71.8M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-90- 1.62% |
$6.87K - $7.1K
|
5.47K
$422K
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-22.8K- 10.87% |
$1.74M - $1.8M
|
187K
$14.4M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
105KNew |
$8.03M - $8.29M
|
105K
$8.09M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.86KNew |
$295K - $304K
|
3.86K
$297K
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
284KNew |
$21.7M - $22.4M
|
284K
$21.9M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.35K- 28.16% |
$179K - $185K
|
5.99K
$461K
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6.55K+ 36.98% |
$501K - $517K
|
24.3K
$1.87M
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-135- 2.21% |
$10.3K - $10.6K
|
5.96K
$459K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.65K- 36.84% |
$126K - $130K
|
2.84K
$218K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.55K+ 326.63% |
$500K - $517K
|
8.55K
$659K
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
10+ 0.24% |
$764 - $789
|
4.15K
$320K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12.1K- 4.9% |
$925K - $955K
|
235K
$18.1M
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-7.87K- 35.22% |
$601K - $621K
|
14.5K
$1.12M
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.7K- 3.17% |
$130K - $134K
|
51.9K
$4M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.53K- 0.69% |
$117K - $121K
|
220K
$17M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.1K+ 4.09% |
$2.37M - $2.45M
|
791K
$60.9M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-547- 10.06% |
$41.8K - $43.1K
|
4.89K
$377K
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4.7K- 12.59% |
$359K - $371K
|
32.6K
$2.51M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.02K- 15.55% |
$154K - $159K
|
11K
$844K
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
5.24KNew |
$400K - $413K
|
5.24K
$404K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.26K- 0.42% |
$96.1K - $99.2K
|
299K
$23.1M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.45KNew |
$111K - $114K
|
1.45K
$112K
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.95K+ 1.54% |
$149K - $153K
|
128K
$9.86M
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-2K- 88.89% |
$153K - $158K
|
250
$19.3K
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.11% |
$153 - $158
|
1.8K
$138K
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
269+ 2.17% |
$20.5K - $21.2K
|
12.7K
$976K
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
59+ 0.86% |
$4.51K - $4.65K
|
6.95K
$535K
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.52K+ 48.78% |
$116K - $120K
|
4.65K
$358K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
78.3K+ 1337.4% |
$5.98M - $6.17M
|
84.1K
$6.48M
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16KNew |
$1.22M - $1.26M
|
16K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
43.8K+ 6.89% |
$3.35M - $3.46M
|
680K
$52.4M
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
130+ 4.1% |
$9.93K - $10.3K
|
3.3K
$254K
|
|
Nov 14, 2024
Q3 2024
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-45- 4.88% |
$3.44K - $3.55K
|
877
$67.5K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
204K+ 292.35% |
$15.5M - $16.1M
|
273K
$21M
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-454- 2.05% |
$34.7K - $35.8K
|
21.7K
$1.67M
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.44K+ 11.88% |
$110K - $114K
|
13.6K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
230+ 0.15% |
$17.6K - $18.1K
|
153K
$11.8M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.11K- 12.1% |
$314K - $324K
|
29.9K
$2.3M
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.23K+ 0.95% |
$170K - $176K
|
238K
$18.3M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.01K- 13.85% |
$77.3K - $79.8K
|
6.29K
$485K
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.45K- 9.36% |
$111K - $114K
|
14K
$1.08M
|