Cape Investment Advisory, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 2,645 shares of BSV stock, worth $209,113. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,645
Previous 4,600
42.5%
Holding current value
$209,113
Previous $360 Million
42.2%
% of portfolio
0.08%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding BSV
# of Institutions
1,388Shares 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