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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.17K- 65.86% |
$468K - $474K
|
3.2K
$248K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-134K- 18.65% |
$10.1M - $10.3M
|
583K
$45.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-22- 0.51% |
$1.67K - $1.69K
|
4.31K
$335K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-106- 13.89% |
$8.04K - $8.14K
|
657
$51K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
187New |
$14.2K - $14.4K
|
187
$14.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
4.11KNew |
$312K - $316K
|
4.11K
$319K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
518New |
$39.3K - $39.8K
|
518
$40.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
107New |
$8.11K - $8.21K
|
107
$8.31K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
8.23K+ 24.43% |
$624K - $631K
|
41.9K
$3.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8+ 0.23% |
$606 - $614
|
3.47K
$269K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$75.8 - $76.8
|
3.33K
$258K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-452- 85.12% |
$34.3K - $34.7K
|
79
$6.13K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-19- 12.1% |
$1.44K - $1.46K
|
138
$10.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
724New |
$54.9K - $55.6K
|
724
$56.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1.44K- 15.86% |
$109K - $111K
|
7.65K
$594K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-500- 12.5% |
$37.9K - $38.4K
|
3.5K
$272K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
514+ 0.34% |
$39K - $39.5K
|
150K
$11.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
6K+ 2.23% |
$455K - $461K
|
275K
$21.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-56- 1.74% |
$4.25K - $4.3K
|
3.17K
$246K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-68- 88.31% |
$5.16K - $5.22K
|
9
$699
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.51K- 46.84% |
$190K - $193K
|
2.85K
$221K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
4.85KNew |
$367K - $372K
|
4.85K
$376K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.24K- 23.31% |
$94K - $95.2K
|
4.08K
$317K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
20.8K+ 6.53% |
$1.58M - $1.6M
|
339K
$26.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-54- 0.77% |
$4.09K - $4.15K
|
6.99K
$543K
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3.08KNew |
$233K - $236K
|
3.08K
$239K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 6.57% |
$1.74K - $1.77K
|
327
$25.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-560- 7.06% |
$42.5K - $43K
|
7.37K
$572K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-13- 1.07% |
$986 - $998
|
1.21K
$93.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.86KNew |
$217K - $219K
|
2.86K
$222K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.29KNew |
$97.9K - $99.2K
|
1.29K
$100K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-660- 35.69% |
$50K - $50.7K
|
1.19K
$92.3K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-395- 0.45% |
$29.9K - $30.3K
|
87.5K
$6.79M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-29- 78.38% |
$2.2K - $2.23K
|
8
$621
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
390New |
$29.6K - $29.9K
|
390
$30.3K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.26K- 23.02% |
$95.6K - $96.8K
|
4.22K
$327K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-470- 57.04% |
$35.6K - $36.1K
|
354
$27.5K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-6- 2.84% |
$455 - $461
|
205
$15.9K
|
|
| Q1 2024 | |||||||
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
3.11KNew |
$237K - $240K
|
3.11K
$242K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-88Closed |
$6.72K - $6.8K
|
0
$0
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-105KClosed |
$7.99M - $8.09M
|
0
$0
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
39New |
$2.98K - $3.01K
|
39
$3.03K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-11.9K- 90.14% |
$910K - $920K
|
1.3K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3KNew |
$229K - $232K
|
3K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.11KNew |
$84.4K - $85.4K
|
1.11K
$85.8K
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.99KNew |
$228K - $231K
|
2.99K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
32New |
$2.44K - $2.47K
|
32
$2.48K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
54+ 1.76% |
$4.12K - $4.17K
|
3.13K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-3.16K- 28.16% |
$241K - $244K
|
8.05K
$625K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.52KNew |
$345K - $349K
|
4.52K
$351K
|
|