Aegis Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History
Aegis Wealth Management LLC
- $167 Billion
- Q2 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Aegis Wealth Management LLC holds 10,181 shares of BSV stock, worth $804,909. This represents 0.48% of its overall portfolio holdings.
Number of Shares
10,181
              Previous 10,181
              
        
           -0.0%
        
      
          
        Holding current value
$804,909
            Previous $797 Million
            
        
           -0.0%
        
      
          
        % of portfolio
0.48%
            Previous 0.47%
          
        Shares
	  2 transactions
	
  Others Institutions Holding BSV
# of Institutions
1,390Shares Held
418MCall Options Held
0Put Options Held
0- 
    
      Envestnet Asset Management Inc54.7MShares$4.32 Billion1.32% of portfolio
- 
    
      Morgan Stanley New York, NY37.6MShares$2.97 Billion0.2% of portfolio
- 
    
      Mercer Global Advisors Inc Denver, CO34.1MShares$2.69 Billion5.55% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY20.3MShares$1.61 Billion0.12% of portfolio
- 
    
      Allworth Financial LP18.7MShares$1.48 Billion7.3% of portfolio