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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.01% |
$77 - $78.6
|
14.1K
$1.1M
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.81K- 46.99% |
$216K - $221K
|
3.17K
$248K
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
64.1K+ 9.56% |
$4.94M - $5.04M
|
735K
$57.5M
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.62K- 7.24% |
$202K - $206K
|
33.6K
$2.63M
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.79K- 5.09% |
$138K - $141K
|
33.3K
$2.61M
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-4.47K- 32.22% |
$344K - $351K
|
9.41K
$736K
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-6.46K- 29.22% |
$498K - $508K
|
15.7K
$1.22M
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-2.4K- 22.14% |
$185K - $189K
|
8.44K
$660K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
237+ 0.96% |
$18.3K - $18.6K
|
24.8K
$1.94M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.8K+ 9.34% |
$1.21M - $1.24M
|
185K
$14.4M
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
4.53K+ 76.68% |
$349K - $356K
|
10.4K
$817K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.21K+ 3.66% |
$324K - $331K
|
119K
$9.33M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.6K+ 3.37% |
$123K - $126K
|
49.2K
$3.85M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.65K+ 1.35% |
$204K - $208K
|
199K
$15.6M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
913+ 9.1% |
$70.3K - $71.7K
|
11K
$857K
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
23.3K+ 75.88% |
$1.79M - $1.83M
|
54K
$4.23M
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
168+ 1.08% |
$12.9K - $13.2K
|
15.7K
$1.23M
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
243+ 6.46% |
$18.7K - $19.1K
|
4K
$313K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
211New |
$16.3K - $16.6K
|
211
$16.5K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
13.8KNew |
$1.06M - $1.09M
|
13.8K
$1.08M
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-402- 2.53% |
$31K - $31.6K
|
15.5K
$1.21M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-16.7K- 11.62% |
$1.29M - $1.32M
|
127K
$9.96M
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
50K+ 4.51% |
$3.85M - $3.93M
|
1.16M
$90.5M
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-8.58K- 52.95% |
$660K - $674K
|
7.62K
$596K
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.68K- 36.58% |
$206K - $210K
|
4.64K
$363K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
127KNew |
$9.75M - $9.95M
|
127K
$9.91M
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.52KNew |
$425K - $434K
|
5.52K
$432K
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
107K+ 39.42% |
$8.22M - $8.39M
|
378K
$29.5M
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-836- 3.96% |
$64.4K - $65.7K
|
20.3K
$1.58M
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.47K- 10.5% |
$113K - $115K
|
12.5K
$978K
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
14.3KNew |
$1.1M - $1.12M
|
14.3K
$1.12M
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
BUY
|
- |
2.1K+ 33.08% |
$162K - $165K
|
8.46K
$662K
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.5K+ 11.14% |
$193K - $197K
|
25K
$1.96M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.8K- 4.75% |
$985K - $1.01M
|
256K
$20.1M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.59K- 5.87% |
$199K - $203K
|
41.5K
$3.25M
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
14.8K+ 9.58% |
$1.14M - $1.17M
|
170K
$13.3M
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
433+ 0.18% |
$33.3K - $34K
|
246K
$19.3M
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
21K+ 3.81% |
$1.62M - $1.65M
|
574K
$44.9M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-401- 3.47% |
$30.9K - $31.5K
|
11.2K
$873K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.54K- 7.74% |
$734K - $749K
|
114K
$8.89M
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4.64K+ 2.67% |
$358K - $365K
|
178K
$14M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
840New |
$64.7K - $66K
|
840
$65.7K
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
20.2KNew |
$1.55M - $1.59M
|
20.2K
$1.58M
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
817+ 4.36% |
$62.9K - $64.2K
|
19.6K
$1.53M
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.61K- 37.66% |
$432K - $441K
|
9.29K
$727K
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-100- 2.24% |
$7.7K - $7.86K
|
4.37K
$342K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.3K- 9.82% |
$794K - $810K
|
94.8K
$7.41M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
9.2K+ 2.54% |
$708K - $723K
|
371K
$29.1M
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.19K+ 2.58% |
$91.7K - $93.6K
|
47.4K
$3.71M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
210K+ 17.9% |
$16.2M - $16.5M
|
1.38M
$108M
|