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 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.63KNew |
$196K - $202K
|
2.63K
$204K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5.03KNew |
$375K - $387K
|
5.03K
$391K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
140KNew |
$10.5M - $10.8M
|
140K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-787- 41.55% |
$58.7K - $60.6K
|
1.11K
$86K
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-64.8K- 96.0% |
$4.84M - $4.99M
|
2.7K
$210K
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
11.2KNew |
$835K - $862K
|
11.2K
$869K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-175- 2.74% |
$13.1K - $13.5K
|
6.21K
$482K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
808New |
$60.3K - $62.2K
|
808
$62.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
79+ 0.98% |
$5.9K - $6.09K
|
8.11K
$630K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.85KNew |
$212K - $219K
|
2.85K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-5.83K- 7.24% |
$435K - $449K
|
74.7K
$5.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-356- 9.64% |
$26.6K - $27.4K
|
3.34K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
324New |
$24.2K - $25K
|
324
$25.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.63KNew |
$196K - $202K
|
2.63K
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-38- 1.48% |
$2.84K - $2.93K
|
2.53K
$196K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.62KNew |
$195K - $201K
|
2.62K
$203K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.64KNew |
$197K - $203K
|
2.64K
$205K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.84K- 32.4% |
$137K - $142K
|
3.84K
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.42KNew |
$255K - $264K
|
3.42K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.2K- 29.75% |
$89.4K - $92.3K
|
2.83K
$220K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.48KNew |
$260K - $268K
|
3.48K
$271K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-157K- 95.07% |
$11.7M - $12.1M
|
8.13K
$631K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
23+ 0.14% |
$1.72K - $1.77K
|
16.4K
$1.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1K- 56.66% |
$74.6K - $77K
|
765
$59.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.4K- 46.43% |
$104K - $108K
|
1.62K
$125K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5+ 0.15% |
$373 - $385
|
3.33K
$259K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
7.73K+ 70.15% |
$577K - $596K
|
18.8K
$1.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-10K- 12.27% |
$750K - $774K
|
71.8K
$5.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-5.69K- 15.03% |
$424K - $438K
|
32.1K
$2.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-18- 30.0% |
$1.34K - $1.39K
|
42
$3.26K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-3.57K- 55.92% |
$266K - $275K
|
2.81K
$218K
|
|
|
Jan 31, 2024
Q4 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-765- 6.31% |
$57.1K - $58.9K
|
11.4K
$882K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.87KNew |
$214K - $221K
|
2.87K
$223K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
70+ 67.31% |
$5.22K - $5.39K
|
174
$13.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-72- 1.55% |
$5.37K - $5.55K
|
4.57K
$355K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
4.36KNew |
$325K - $336K
|
4.36K
$339K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
140New |
$10.4K - $10.8K
|
140
$10.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-250- 17.99% |
$18.7K - $19.3K
|
1.14K
$88.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-61.6K- 39.69% |
$4.6M - $4.74M
|
93.6K
$7.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
4KNew |
$299K - $308K
|
4K
$311K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.27K+ 9.46% |
$94.5K - $97.5K
|
14.7K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
10K+ 76.92% |
$746K - $770K
|
23K
$1.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
18.7K+ 4.49% |
$1.39M - $1.44M
|
435K
$33.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
891New |
$66.5K - $68.6K
|
891
$69.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-3.21KClosed |
$240K - $247K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.74K- 29.92% |
$130K - $134K
|
4.07K
$316K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.33% |
$74.6 - $77
|
76
$5.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
BUY
|
- |
15+ 0.02% |
$1.12K - $1.16K
|
88.6K
$6.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13.3KNew |
$995K - $1.03M
|
13.3K
$1.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
699New |
$52.2K - $53.8K
|
699
$54.3K
|