Advisor Resource Council Vanguard Bd Index Fd Inc Short Transaction History

Advisor Resource Council

$298 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	BUY	$74.64 - $77.03 $297,365 - $306,887	3,984 New	3,984 $306,000
Q3 2022 Oct 26, 2022	SELL	$74.52 - $77.47 $300,390 - $312,281	-4,031 Reduced 56.58%	3,093 $232,000
Q2 2022 Jul 27, 2022	BUY	$75.68 - $77.74 $56,911 - $58,460	752 Added 11.8%	7,124 $548,000
Q1 2022 Apr 20, 2022	SELL	$77.66 - $80.73 $99,560 - $103,495	-1,282 Reduced 16.75%	6,372 $496,000
Q4 2021 Feb 11, 2022	BUY	$80.78 - $81.98 $368,841 - $374,320	4,566 Added 147.86%	7,654 $618,000
Q3 2021 Nov 16, 2021	SELL	$81.9 - $82.4 $541,604 - $544,911	-6,613 Reduced 68.17%	3,088 $252,000
Q2 2021 Aug 19, 2021	BUY	$82.08 - $82.43 $730,840 - $733,956	8,904 Added 1117.19%	9,701 $797,000
Q2 2021 Aug 13, 2021	BUY	$82.08 - $82.43 $65,417 - $65,696	797 New	797 $0

Others Institutions Holding BSV

# of Institutions

1,242

Shares Held

376M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.14 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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