Valued Wealth Advisors LLC Vanguard Bd Index Fd Inc Short Transaction History

Valued Wealth Advisors LLC

$216 Billion
Q3 2025

A detailed history of Valued Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 26 shares of BSV stock, worth $2,055. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,055

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 28, 2025	BUY	$78.11 - $79.07 $2,030 - $2,055	26 New	26 $2.05 Million

Others Institutions Holding BSV

# of Institutions

1,386

Shares Held

418M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

37.6M
Shares

$2.97 Billion
0.2% of portfolio
Mercer Global Advisors Inc Denver, CO

34.1M
Shares

$2.69 Billion
5.55% of portfolio
Envestnet Asset Management Inc

28M
Shares

$2.21 Billion
0.68% of portfolio
Jpmorgan Chase & CO New York, NY

20.3M
Shares

$1.61 Billion
0.12% of portfolio
Allworth Financial LP

18.7M
Shares

$1.48 Billion
7.3% of portfolio

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Account

Valued Wealth Advisors LLC Vanguard Bd Index Fd Inc Short Transaction History