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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.45K- 98.16% |
$187K - $190K
|
46
$3.57K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-562- 14.65% |
$42.9K - $43.4K
|
3.27K
$254K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-918- 97.45% |
$70.1K - $70.9K
|
24
$1.86K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 59.81% |
$343K - $347K
|
12K
$932K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.51K- 18.91% |
$115K - $117K
|
6.48K
$503K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-117- 4.21% |
$8.93K - $9.04K
|
2.66K
$207K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
28+ 11.72% |
$2.14K - $2.16K
|
267
$20.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
50+ 12.85% |
$3.82K - $3.86K
|
439
$34.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
707New |
$54K - $54.6K
|
707
$54.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
68+ 1.73% |
$5.19K - $5.25K
|
3.99K
$310K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.14KNew |
$240K - $243K
|
3.14K
$244K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-525- 1.15% |
$40.1K - $40.6K
|
45K
$3.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7.46KNew |
$569K - $576K
|
7.46K
$579K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.66K- 12.14% |
$203K - $205K
|
19.2K
$1.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.4K- 36.3% |
$184K - $186K
|
4.22K
$328K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
230New |
$17.6K - $17.8K
|
230
$17.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-46- 13.57% |
$3.51K - $3.55K
|
293
$22.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
39.4K+ 42.47% |
$3.01M - $3.04M
|
132K
$10.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-10- 0.83% |
$763 - $773
|
1.19K
$92.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-313- 76.53% |
$23.9K - $24.2K
|
96
$7.45K
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-11.3K- 58.88% |
$863K - $873K
|
7.9K
$613K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
13.3K+ 88.5% |
$1.01M - $1.03M
|
28.3K
$2.2M
|
|
| Q4 2023 | |||||||
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
15.1K+ 288.91% |
$1.13M - $1.17M
|
20.4K
$1.58M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
9.92KNew |
$741K - $764K
|
9.92K
$771K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
70New |
$5.22K - $5.39K
|
70
$5.44K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-260- 0.53% |
$19.4K - $20K
|
48.5K
$3.77M
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
246New |
$18.4K - $18.9K
|
246
$19.1K
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
8.79KNew |
$656K - $677K
|
8.79K
$682K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
968New |
$72.3K - $74.6K
|
968
$75.2K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
174New |
$13K - $13.4K
|
174
$13.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
300New |
$22.4K - $23.1K
|
300
$23.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5New |
$373 - $385
|
5
$388
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.02K- 50.0% |
$225K - $233K
|
3.02K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
17KNew |
$1.27M - $1.31M
|
17K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
15New |
$1.12K - $1.16K
|
15
$1.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
80New |
$5.97K - $6.16K
|
80
$6.21K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.11KNew |
$456K - $470K
|
6.11K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
12.9KNew |
$964K - $995K
|
12.9K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
100New |
$7.46K - $7.7K
|
100
$7.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
2.46KNew |
$184K - $189K
|
2.46K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
27.7KNew |
$2.07M - $2.13M
|
27.7K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.66KNew |
$198K - $205K
|
2.66K
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
854+ 29.83% |
$63.7K - $65.8K
|
3.72K
$289K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-173- 5.61% |
$12.9K - $13.3K
|
2.91K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
3.6KNew |
$269K - $277K
|
3.6K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-7.76K- 63.59% |
$579K - $598K
|
4.44K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.65KNew |
$123K - $127K
|
1.65K
$128K
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-883- 22.19% |
$65.9K - $68K
|
3.1K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 78.67% |
$881K - $909K
|
3.2K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-300- 9.32% |
$22.4K - $23.1K
|
2.92K
$227K
|
|