Cx Institutional Vanguard Bd Index Fd Inc Short Transaction History

Cx Institutional

$2.5 Billion
Q4 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 17, 2023	BUY	$74.97 - $75.93 $15.7 Million - $15.9 Million	209,968 Added 91.84%	438,589 $33 Million
Q2 2023 Jul 26, 2023	BUY	$75.52 - $76.97 $437,638 - $446,041	5,795 Added 2.6%	228,621 $17.3 Million
Q1 2023 May 04, 2023	BUY	$74.67 - $76.76 $2.55 Million - $2.62 Million	34,095 Added 18.07%	222,826 $17 Million
Q4 2022 Feb 03, 2023	BUY	$74.07 - $75.87 $14 Million - $14.3 Million	188,731 New	188,731 $14.2 Million
Q2 2022 Aug 02, 2022	SELL	$75.68 - $77.74 $9.99 Million - $10.3 Million	-132,030 Reduced 48.63%	139,456 $10.7 Million
Q1 2022 May 09, 2022	SELL	$77.66 - $80.73 $4.48 Million - $4.66 Million	-57,743 Reduced 17.54%	271,486 $21.1 Million
Q4 2021 Jan 18, 2022	SELL	$80.78 - $81.98 $830,014 - $842,344	-10,275 Reduced 3.03%	329,229 $26.6 Million
Q3 2021 Nov 10, 2021	BUY	$81.9 - $82.4 $3.9 Million - $3.92 Million	47,632 Added 16.32%	339,504 $27.8 Million
Q2 2021 Aug 04, 2021	BUY	$82.08 - $82.43 $17.5 Million - $17.6 Million	213,337 Added 271.65%	291,872 $24 Million
Q1 2021 Apr 15, 2021	BUY	$82.08 - $82.89 $6.45 Million - $6.51 Million	78,535 New	78,535 $6.45 Million
Q2 2019 Jul 17, 2019	SELL	N/A	-358 Closed	0 $0
Q1 2019 Apr 03, 2019	SELL	N/A	-21 Reduced 5.54%	358 $28,000
Q4 2018 Jan 14, 2019	SELL	N/A	-4,932 Reduced 92.86%	379 $30,000
Q3 2018 Oct 09, 2018	BUY	N/A	4,275 Added 412.64%	5,311 $414,000
Q2 2018 Jul 12, 2018	BUY	N/A	540 Added 108.87%	1,036 $81,000
Q2 2018 Jul 12, 2018	BUY	N/A	496 New	496 $39,000

Others Institutions Holding BSV

# of Institutions

1,354

Shares Held

386M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

56.1M
Shares

$4.39 Billion
1.44% of portfolio
Mercer Global Advisors Inc Denver, CO

28.9M
Shares

$2.26 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

$1.29 Billion
0.21% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

16.3M
Shares

$1.28 Billion
4.27% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cx Institutional, based on Form 13F filings with the SEC.

News

Stay updated on Cx Institutional with notifications on news.