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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-132- 0.05% |
$10.1K - $10.4K
|
249K
$19.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
36.9K+ 18.91% |
$2.82M - $2.91M
|
232K
$17.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
664+ 14.61% |
$50.7K - $52.4K
|
5.21K
$401K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
965+ 12.3% |
$73.7K - $76.1K
|
8.81K
$678K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
250+ 0.46% |
$19.1K - $19.7K
|
54.4K
$4.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.98K- 4.14% |
$151K - $156K
|
45.7K
$3.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.26K+ 2.94% |
$96.2K - $99.4K
|
44.1K
$3.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
392+ 8.99% |
$29.9K - $30.9K
|
4.75K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
387New |
$29.6K - $30.5K
|
387
$29.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
327+ 3.98% |
$25K - $25.8K
|
8.54K
$658K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
130+ 0.73% |
$9.93K - $10.3K
|
17.9K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.47K+ 5.95% |
$188K - $195K
|
43.9K
$3.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.33K- 2.84% |
$102K - $105K
|
45.6K
$3.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
45+ 0.26% |
$3.44K - $3.55K
|
17.5K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-201- 1.33% |
$15.4K - $15.9K
|
14.9K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-107K- 92.63% |
$8.18M - $8.44M
|
8.51K
$656K
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-65- 1.93% |
$4.96K - $5.13K
|
3.31K
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.9KNew |
$298K - $308K
|
3.9K
$300K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
88+ 0.22% |
$6.72K - $6.94K
|
40.1K
$3.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.2K+ 0.62% |
$2.08M - $2.15M
|
4.41M
$340M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
10.3K+ 15.5% |
$787K - $812K
|
76.7K
$5.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.6KNew |
$198K - $205K
|
2.6K
$200K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-20- 0.68% |
$1.53K - $1.58K
|
2.91K
$224K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
5.25KNew |
$401K - $414K
|
5.25K
$404K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-126- 0.52% |
$9.62K - $9.94K
|
24.1K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-3.24K- 49.2% |
$247K - $255K
|
3.34K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-721- 3.22% |
$55.1K - $56.9K
|
21.7K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
17.4KNew |
$1.33M - $1.37M
|
17.4K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-123- 4.1% |
$9.39K - $9.7K
|
2.88K
$222K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
3.36KNew |
$256K - $265K
|
3.36K
$258K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 3.62% |
$101K - $105K
|
35.3K
$2.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
14.7K+ 2.07% |
$1.12M - $1.16M
|
724K
$55.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-457- 1.46% |
$34.9K - $36K
|
30.9K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.11K- 3.56% |
$161K - $167K
|
57.3K
$4.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-428- 1.62% |
$32.7K - $33.8K
|
25.9K
$2M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-1.79K- 10.39% |
$137K - $141K
|
15.5K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.36K- 6.63% |
$104K - $107K
|
19.1K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.9K+ 92.99% |
$374K - $386K
|
10.2K
$782K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-260- 2.19% |
$19.9K - $20.5K
|
11.6K
$894K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
589+ 10.03% |
$45K - $46.5K
|
6.46K
$498K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-330- 4.36% |
$25.2K - $26K
|
7.23K
$557K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
181+ 1.06% |
$13.8K - $14.3K
|
17.3K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.51K+ 6.8% |
$344K - $355K
|
70.8K
$5.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
673+ 0.96% |
$51.4K - $53.1K
|
71K
$5.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-329- 1.46% |
$25.1K - $25.9K
|
22.1K
$1.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-16.5K- 31.53% |
$1.26M - $1.3M
|
35.8K
$2.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.19K+ 2.26% |
$90.7K - $93.6K
|
53.8K
$4.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
48.3K+ 229.09% |
$3.69M - $3.81M
|
69.4K
$5.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
54.2K+ 8.59% |
$4.14M - $4.28M
|
686K
$52.8M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.87K- 31.6% |
$219K - $226K
|
6.21K
$478K
|