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 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
149+ 0.59% |
$11.5K - $11.7K
|
25.4K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
9.76K+ 22.4% |
$752K - $767K
|
53.4K
$4.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
6.58KNew |
$507K - $517K
|
6.58K
$511K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
40.8K+ 30.71% |
$3.14M - $3.2M
|
173K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-64- 1.97% |
$4.93K - $5.03K
|
3.19K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-418- 13.59% |
$32.2K - $32.8K
|
2.66K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
12.1K+ 38.12% |
$933K - $952K
|
43.9K
$3.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.84K- 13.43% |
$219K - $223K
|
18.3K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-233K- 11.47% |
$18M - $18.3M
|
1.8M
$140M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-908- 5.6% |
$69.9K - $71.4K
|
15.3K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
79+ 2.63% |
$6.08K - $6.21K
|
3.09K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.38K+ 33.44% |
$184K - $187K
|
9.51K
$738K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
510+ 9.29% |
$39.3K - $40.1K
|
6K
$466K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.36K- 0.76% |
$105K - $107K
|
177K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
48.4K+ 17.05% |
$3.73M - $3.8M
|
332K
$25.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-161- 2.36% |
$12.4K - $12.7K
|
6.66K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
57.7K+ 10.49% |
$4.44M - $4.53M
|
608K
$47.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.36K+ 5.46% |
$182K - $185K
|
45.5K
$3.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.5K- 4.67% |
$192K - $196K
|
50.9K
$3.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
103+ 0.33% |
$7.93K - $8.09K
|
31.7K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.43K+ 1.42% |
$110K - $112K
|
102K
$7.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
58.3K+ 8.22% |
$4.49M - $4.58M
|
767K
$59.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
3.15K+ 50.12% |
$243K - $248K
|
9.44K
$733K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-5.58K- 33.23% |
$429K - $438K
|
11.2K
$870K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-10.5K- 11.89% |
$809K - $825K
|
77.9K
$6.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-975- 1.35% |
$75.1K - $76.6K
|
71K
$5.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
141+ 0.26% |
$10.9K - $11.1K
|
53.9K
$4.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
567+ 14.86% |
$43.7K - $44.6K
|
4.38K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
250+ 1.95% |
$19.3K - $19.6K
|
13.1K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.67K+ 17.65% |
$359K - $367K
|
31.1K
$2.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
603+ 0.19% |
$46.4K - $47.4K
|
315K
$24.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
8+ 0.11% |
$616 - $629
|
7.02K
$545K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-454- 3.13% |
$35K - $35.7K
|
14K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.76K+ 2.86% |
$213K - $217K
|
99.4K
$7.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.35K- 92.32% |
$258K - $263K
|
279
$21.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
4.3KNew |
$331K - $338K
|
4.3K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.39K+ 13.71% |
$107K - $109K
|
11.6K
$897K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-383- 2.85% |
$29.5K - $30.1K
|
13.1K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
12.1K+ 96.16% |
$935K - $954K
|
24.8K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.55K- 2.09% |
$119K - $122K
|
72.7K
$5.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.86K+ 3.62% |
$221K - $225K
|
82K
$6.37M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$770 - $786
|
8.05K
$625K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
67KNew |
$5.16M - $5.27M
|
67K
$5.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-14- 0.48% |
$1.08K - $1.1K
|
2.91K
$226K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-926- 3.19% |
$71.3K - $72.8K
|
28.1K
$2.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.05K- 12.45% |
$81.1K - $82.7K
|
7.4K
$575K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5.72K- 13.08% |
$441K - $450K
|
38K
$2.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.92K+ 8.05% |
$687K - $701K
|
120K
$9.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
119+ 1.04% |
$9.17K - $9.35K
|
11.6K
$902K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
25K+ 37.58% |
$1.93M - $1.97M
|
91.6K
$7.11M
|