Latest Institutional Purchases of Vanguard Bd Index Fd Inc Short (BSV)
This list provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Short (BSV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
63+ 0.61% |
$4.85K - $4.93K
|
10.3K
$807K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
63+ 0.34% |
$4.85K - $4.93K
|
18.4K
$1.44M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
63+ 1.52% |
$4.85K - $4.93K
|
4.21K
$329K
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
37+ 0.6% |
$2.85K - $2.9K
|
6.18K
$484K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30+ 0.28% |
$2.31K - $2.35K
|
10.6K
$826K
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.38% |
$1.69K - $1.72K
|
5.86K
$459K
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
20+ 0.23% |
$1.54K - $1.57K
|
8.59K
$672K
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
20+ 0.18% |
$1.54K - $1.57K
|
11.4K
$894K
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
19+ 0.63% |
$1.46K - $1.49K
|
3.06K
$239K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8+ 0.05% |
$616 - $626
|
16.5K
$1.29M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.11% |
$539 - $548
|
6.47K
$506K
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6+ 0.04% |
$462 - $470
|
14K
$1.1M
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3+ 0.04% |
$231 - $235
|
7.03K
$550K
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.75M+ 6474.12% |
$366M - $373M
|
4.83M
$378M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.65M+ 20.88% |
$358M - $365M
|
26.9M
$2.11B
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.77MNew |
$213M - $217M
|
2.77M
$217M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.46M+ 4.58% |
$189M - $193M
|
56.1M
$4.39B
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.58M+ 737.12% |
$122M - $124M
|
1.79M
$140M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.46M+ 11.93% |
$112M - $114M
|
13.6M
$1.07B
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.12M+ 7.38% |
$86.4M - $88.2M
|
16.3M
$1.28B
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.05M+ 17.47% |
$80.9M - $82.5M
|
7.06M
$552M
|
|
Feb 14, 2025
Q4 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
876K+ 99869.56% |
$67.5M - $68.8M
|
877K
$68.6M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
451K+ 15.46% |
$34.8M - $35.5M
|
3.37M
$264M
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
374K+ 76.55% |
$28.8M - $29.4M
|
863K
$67.6M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
364K+ 10.43% |
$28M - $28.6M
|
3.85M
$302M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
320K+ 8092.74% |
$24.6M - $25.1M
|
324K
$25.3M
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
314KNew |
$24.2M - $24.6M
|
314K
$24.5M
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
292K+ 28.36% |
$22.5M - $22.9M
|
1.32M
$103M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
274K+ 121.07% |
$21.1M - $21.6M
|
501K
$39.2M
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
257K+ 494.71% |
$19.8M - $20.2M
|
309K
$24.1M
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
249K+ 4.14% |
$19.2M - $19.5M
|
6.26M
$490M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
229K+ 2.97% |
$17.6M - $18M
|
7.93M
$621M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
219K+ 2.76% |
$16.8M - $17.2M
|
8.15M
$638M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
210K+ 17.9% |
$16.2M - $16.5M
|
1.38M
$108M
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
208K+ 10.0% |
$16M - $16.3M
|
2.28M
$179M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
207K+ 10.13% |
$15.9M - $16.2M
|
2.25M
$176M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
196K+ 1410.99% |
$15.1M - $15.4M
|
210K
$16.5M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
163K+ 11.4% |
$12.6M - $12.8M
|
1.6M
$125M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
161K+ 58.78% |
$12.4M - $12.6M
|
434K
$33.9M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
158K+ 84.67% |
$12.2M - $12.4M
|
345K
$27M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
156K+ 22.48% |
$12.1M - $12.3M
|
853K
$66.7M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
144K+ 25.93% |
$11.1M - $11.3M
|
697K
$54.5M
|
|
Feb 06, 2025
Q4 2024
|
Lincoln National Corp
|
BUY
|
- |
142K+ 4.22% |
$10.9M - $11.2M
|
3.5M
$274M
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
138KNew |
$10.6M - $10.8M
|
138K
$10.8M
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
137KNew |
$10.6M - $10.8M
|
137K
$10.7M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
126KNew |
$9.7M - $9.89M
|
126K
$9.85M
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
125K+ 72.73% |
$9.66M - $9.85M
|
298K
$23.3M
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
123K+ 105.0% |
$9.44M - $9.63M
|
239K
$18.7M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
120K+ 27.18% |
$9.27M - $9.46M
|
563K
$44.1M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
119K+ 79.41% |
$9.13M - $9.31M
|
268K
$21M
|