Essential Planning, Llc. Vanguard Bd Index Fd Inc Short Transaction History

Essential Planning, Llc.

$314 Billion
Q4 2025

A detailed history of Essential Planning, Llc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Essential Planning, Llc. holds 95,869 shares of BSV stock, worth $7.55 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares

95,869

Previous 91,134 5.2%

Holding current value

$7.55 Million

Previous $7.19 Billion 5.06%

% of portfolio

2.41%

Previous 2.48%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$78.65 - $79.19 $372,407 - $374,964	4,735 Added 5.2%	95,869 $7.56 Billion
Q3 2025 Oct 28, 2025	BUY	$78.11 - $79.07 $341,340 - $345,535	4,370 Added 5.04%	91,134 $7.19 Billion
Q2 2025 Aug 14, 2025	BUY	$77.74 - $78.78 $277,143 - $280,850	3,565 Added 4.28%	86,764 $6.83 Billion
Q1 2025 May 08, 2025	SELL	$76.94 - $78.28 $365 Million - $371 Million	-4,741,808 Reduced 98.28%	83,199 $6.51 Billion
Q4 2024 Feb 07, 2025	BUY	$77.02 - $78.58 $366 Million - $373 Million	4,751,613 Added 6474.12%	4,825,007 $373 Million

Q3 2024 Nov 07, 2024	BUY	$76.38 - $78.87 $70,116 - $72,402	918 Added 1.27%	73,394 $5.78 Million
Q2 2024 Aug 14, 2024	BUY	$75.81 - $76.76 $459,105 - $464,858	6,056 Added 9.12%	72,476 $5.56 Million
Q1 2024 May 08, 2024	BUY	$76.34 - $77.25 $3,358 - $3,399	44 Added 0.07%	66,420 $5.09 Million
Q4 2023 Feb 13, 2024	SELL	$74.64 - $77.03 $342,821 - $353,798	-4,593 Reduced 6.47%	66,376 $5.11 Million
Q3 2023 Nov 08, 2023	SELL	$74.97 - $75.93 $168,532 - $170,690	-2,248 Reduced 3.07%	70,969 $5.33 Million
Q2 2023 Aug 10, 2023	BUY	$75.52 - $76.97 $68,345 - $69,657	905 Added 1.25%	73,217 $5.53 Million
Q1 2023 May 09, 2023	BUY	$74.67 - $76.76 $45,026 - $46,286	603 Added 0.84%	72,312 $5.53 Million
Q4 2022 Feb 14, 2023	BUY	$74.07 - $75.87 $5.31 Million - $5.44 Million	71,709 New	71,709 $5.4 Million

Others Institutions Holding BSV

# of Institutions

1,394

Shares Held

411M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Essential Planning, Llc. Vanguard Bd Index Fd Inc Short Transaction History