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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.02KNew |
$226K - $229K
|
3.02K
$235K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-10.6K- 12.59% |
$794K - $804K
|
73.6K
$5.71M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-850- 13.13% |
$63.7K - $64.5K
|
5.62K
$437K
|
|
|
Nov 07, 2023
Q3 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.96K+ 85.34% |
$222K - $225K
|
6.44K
$500K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
371New |
$27.8K - $28.2K
|
371
$28.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 13.13% |
$82.2K - $83.2K
|
7.25K
$563K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-52- 0.38% |
$3.9K - $3.95K
|
13.6K
$1.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.88KNew |
$216K - $219K
|
2.88K
$224K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.01K+ 2.55% |
$300K - $304K
|
161K
$12.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-1.62K- 23.82% |
$122K - $123K
|
5.19K
$403K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-337- 11.73% |
$25.3K - $25.6K
|
2.54K
$197K
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
4.1KNew |
$307K - $311K
|
4.1K
$318K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-440- 9.82% |
$33K - $33.4K
|
4.04K
$314K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8.69K- 68.78% |
$651K - $660K
|
3.94K
$306K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.56KNew |
$117K - $118K
|
1.56K
$121K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
85+ 22.97% |
$6.37K - $6.45K
|
455
$35.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.73K- 6.12% |
$279K - $283K
|
57.2K
$4.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.1K+ 40.83% |
$158K - $160K
|
7.25K
$563K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
43New |
$3.22K - $3.26K
|
43
$3.34K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
406New |
$30.4K - $30.8K
|
406
$31.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-16.1K- 10.84% |
$1.21M - $1.22M
|
132K
$10.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-119K- 91.61% |
$8.92M - $9.04M
|
10.9K
$846K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.05K- 49.28% |
$303K - $307K
|
4.17K
$323K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
19.7K+ 9.64% |
$1.47M - $1.49M
|
224K
$17.4M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-105- 3.23% |
$7.87K - $7.97K
|
3.14K
$244K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-14K- 78.05% |
$1.05M - $1.06M
|
3.93K
$305K
|
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-600- 5.66% |
$45K - $45.6K
|
10K
$777K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
133New |
$9.97K - $10.1K
|
133
$10.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.78K- 27.48% |
$134K - $135K
|
4.71K
$365K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-333- 10.46% |
$25K - $25.3K
|
2.85K
$221K
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-160K- 97.65% |
$12M - $12.1M
|
3.84K
$298K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-5- 0.57% |
$375 - $380
|
865
$67.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.17K- 12.53% |
$387K - $392K
|
36.1K
$2.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.18K- 14.84% |
$88.5K - $89.7K
|
6.78K
$526K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-5.71K- 62.34% |
$428K - $434K
|
3.45K
$268K
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-959- 21.02% |
$71.9K - $72.8K
|
3.6K
$280K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.14K+ 0.79% |
$160K - $162K
|
273K
$21.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
210K+ 91.84% |
$15.7M - $15.9M
|
439K
$34.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-1.08K- 10.9% |
$81.1K - $82.2K
|
8.84K
$687K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.69KNew |
$202K - $204K
|
2.69K
$209K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.71KNew |
$203K - $206K
|
2.71K
$210K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
10.3KNew |
$772K - $781K
|
10.3K
$799K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
149New |
$11.2K - $11.3K
|
149
$11.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-16- 26.67% |
$1.2K - $1.21K
|
44
$3.42K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
215New |
$16.1K - $16.3K
|
215
$16.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-105K- 84.42% |
$7.88M - $7.98M
|
19.4K
$1.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
2.59KNew |
$194K - $197K
|
2.59K
$201K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
37New |
$2.77K - $2.81K
|
37
$2.87K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
11.3KNew |
$846K - $856K
|
11.3K
$876K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-554- 5.16% |
$41.5K - $42.1K
|
10.2K
$791K
|