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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-110- 1.08% |
$8.47K - $8.64K
|
10.1K
$783K
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-238- 2.75% |
$18.3K - $18.7K
|
8.42K
$654K
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
12KNew |
$926K - $945K
|
12K
$934K
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
858+ 3.9% |
$66.1K - $67.4K
|
22.8K
$1.77M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.7K- 99.91% |
$1.44M - $1.47M
|
17
$1.32K
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2.37K+ 16.26% |
$183K - $186K
|
16.9K
$1.32M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.19K+ 59.14% |
$631K - $643K
|
22K
$1.71M
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
3.52K+ 5.99% |
$271K - $277K
|
62.2K
$4.83M
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-200- 5.29% |
$15.4K - $15.7K
|
3.58K
$278K
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.82K+ 2.21% |
$294K - $300K
|
177K
$13.7M
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
21.4K+ 14.82% |
$1.65M - $1.68M
|
166K
$12.9M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
13K+ 10.45% |
$1M - $1.02M
|
138K
$10.7M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
83.1K+ 12.13% |
$6.4M - $6.53M
|
769K
$59.7M
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-154- 22.13% |
$11.9K - $12.1K
|
542
$42.1K
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
82.3KNew |
$6.34M - $6.47M
|
82.3K
$6.39M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-110- 3.31% |
$8.47K - $8.64K
|
3.21K
$249K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
715+ 20.42% |
$55.1K - $56.2K
|
4.22K
$327K
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-333- 0.97% |
$25.6K - $26.2K
|
33.8K
$2.63M
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
20.3K+ 27.62% |
$1.56M - $1.59M
|
93.6K
$7.27M
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
SELL
|
- |
-3.8K- 27.64% |
$293K - $299K
|
9.96K
$773K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.05K- 5.97% |
$543K - $554K
|
111K
$8.63M
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
62.3KNew |
$4.8M - $4.9M
|
62.3K
$4.84M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-276- 30.23% |
$21.3K - $21.7K
|
637
$49.5K
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.74K+ 8.81% |
$134K - $137K
|
21.5K
$1.67M
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.95KNew |
$227K - $232K
|
2.95K
$229K
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
12.8K+ 6.06% |
$985K - $1.01M
|
224K
$17.4M
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.14K- 22.47% |
$396K - $404K
|
17.7K
$1.38M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
58+ 1.21% |
$4.47K - $4.56K
|
4.87K
$378K
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
65+ 1.33% |
$5.01K - $5.11K
|
4.95K
$384K
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-10.4K- 13.86% |
$801K - $817K
|
64.6K
$5.02M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.72K+ 4.65% |
$364K - $371K
|
106K
$8.26M
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
95+ 0.47% |
$7.32K - $7.47K
|
20.3K
$1.58M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 5.99% |
$770 - $786
|
177
$13.7K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
76.7KNew |
$5.91M - $6.03M
|
76.7K
$5.96M
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.74K- 4.78% |
$288K - $294K
|
74.5K
$5.78M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
103+ 0.67% |
$7.93K - $8.09K
|
15.6K
$1.21M
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-535- 15.94% |
$41.2K - $42K
|
2.82K
$219K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
392+ 201.03% |
$30.2K - $30.8K
|
587
$45.6K
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-550- 3.13% |
$42.4K - $43.2K
|
17K
$1.32M
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.33K+ 4.16% |
$103K - $105K
|
33.4K
$2.59M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.69K- 4.63% |
$130K - $133K
|
34.7K
$2.7M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.31K+ 14.19% |
$255K - $260K
|
26.6K
$2.07M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
8+ 0.28% |
$616 - $629
|
2.88K
$224K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
45.4K+ 5.52% |
$3.49M - $3.56M
|
867K
$67.3M
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.66K+ 18.57% |
$128K - $131K
|
10.6K
$825K
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.84K+ 48.2% |
$142K - $144K
|
5.65K
$439K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-153- 1.34% |
$11.8K - $12K
|
11.3K
$877K
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.84K- 8.78% |
$142K - $145K
|
19.1K
$1.48M
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
907+ 10.71% |
$69.9K - $71.3K
|
9.38K
$728K
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-794- 0.7% |
$61.2K - $62.4K
|
112K
$8.69M
|