Rather & Kittrell, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Rather & Kittrell, Inc.

$378 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	BUY	$76.34 - $77.25 $9,084 - $9,192	119 Added 2.95%	4,154 $318,000
Q4 2023 Feb 02, 2024	BUY	$74.64 - $77.03 $4,179 - $4,313	56 Added 1.41%	4,035 $310,000
Q3 2023 Nov 09, 2023	SELL	$74.97 - $75.93 $9,671 - $9,794	-129 Reduced 3.14%	3,979 $299,000
Q1 2023 May 04, 2023	BUY	$74.67 - $76.76 $3,957 - $4,068	53 Added 1.31%	4,108 $314,000
Q4 2022 Feb 09, 2023	SELL	$74.07 - $75.87 $185,841 - $190,357	-2,509 Reduced 38.22%	4,055 $305,000
Q2 2022 Aug 09, 2022	BUY	$75.68 - $77.74 $11,730 - $12,049	155 Added 2.42%	6,564 $503,000
Q1 2022 May 10, 2022	SELL	$77.66 - $80.73 $18,483 - $19,213	-238 Reduced 3.58%	6,409 $498,000
Q4 2021 Feb 18, 2022	BUY	$80.78 - $81.98 $536,944 - $544,921	6,647 New	6,647 $539,000

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

$4.16 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.26 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

$1.29 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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