Modera Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Modera Wealth Management, LLC
- $8.27 Billion
- Q4 2025
A detailed history of Modera Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Modera Wealth Management, LLC holds 247,525 shares of BSV stock, worth $19.5 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
247,525
Previous 233,409
6.05%
Holding current value
$19.5 Million
Previous $18.4 Million
5.85%
% of portfolio
0.24%
Previous 0.22%
Shares
18 transactions
Others Institutions Holding BSV
# of Institutions
1,397Shares Held
411MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio