Vsm Wealth Advisory, LLC Vanguard Bd Index Fd Inc Short Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 5,999 shares of BSV stock, worth $467,742. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,999

Holding current value

$467,742

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$77.02 - $78.58 $462,042 - $471,401	5,999 New	5,999 $464 Million

Others Institutions Holding BSV

# of Institutions

1,353

Shares Held

386M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

56.1M
Shares

$4.38 Billion
1.44% of portfolio
Mercer Global Advisors Inc Denver, CO

28.9M
Shares

$2.25 Billion
5.51% of portfolio
Jpmorgan Chase & CO New York, NY

26.9M
Shares

$2.1 Billion
0.17% of portfolio
Goldman Sachs Group Inc New York, NY

16.5M
Shares

$1.28 Billion
0.21% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

16.3M
Shares

$1.27 Billion
4.27% 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 Vsm Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vsm Wealth Advisory, LLC with notifications on news.

Account

Vsm Wealth Advisory, LLC Vanguard Bd Index Fd Inc Short Transaction History