Smi Advisory Services, LLC Vanguard Bd Index Fd Inc Short Transaction History

Smi Advisory Services, LLC

$368 Million
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	BUY	$75.81 - $76.76 $1.58 Million - $1.6 Million	20,806 Added 6.53%	339,217 $26 Million
Q1 2024 Apr 15, 2024	BUY	$76.34 - $77.25 $24 Million - $24.3 Million	314,309 Added 7662.34%	318,411 $24.4 Million
Q4 2023 Jan 12, 2024	SELL	$74.64 - $77.03 $19.6 Million - $20.3 Million	-262,903 Reduced 98.46%	4,102 $315,000
Q3 2023 Nov 14, 2023	BUY	$74.97 - $75.93 $982,032 - $994,607	13,099 Added 5.16%	267,005 $20.1 Million
Q1 2023 Apr 11, 2023	SELL	$74.67 - $76.76 $17.8 Million - $18.3 Million	-238,929 Reduced 48.48%	253,906 $19.4 Million
Q3 2022 Oct 14, 2022	BUY	$74.52 - $77.47 $18.8 Million - $19.5 Million	251,746 Added 104.42%	492,835 $36.9 Million
Q2 2022 Aug 25, 2022	BUY	$75.68 - $77.74 $2.5 Million - $2.57 Million	33,066 Added 15.9%	241,089 $18.5 Million
Q1 2022 Apr 28, 2022	BUY	$77.66 - $80.73 $1.33 Million - $1.39 Million	17,158 Added 8.99%	208,023 $16.2 Million
Q4 2021 Jan 19, 2022	BUY	$80.78 - $81.98 $15.4 Million - $15.6 Million	190,865 New	190,865 $15.4 Million
Q3 2021 Oct 12, 2021	SELL	$81.9 - $82.4 $15.3 Million - $15.4 Million	-187,248 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$82.08 - $82.43 $1.17 Million - $1.18 Million	14,267 Added 8.25%	187,248 $15.4 Million
Q1 2021 May 12, 2021	BUY	$82.08 - $82.89 $14.2 Million - $14.3 Million	172,981 New	172,981 $14.2 Million

Others Institutions Holding BSV

# of Institutions

1,341

Shares Held

386M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

56.1M
Shares

$4.36 Billion
1.44% of portfolio
Mercer Global Advisors Inc Denver, CO

28.9M
Shares

$2.24 Billion
5.51% of portfolio
Jpmorgan Chase & CO New York, NY

26.9M
Shares

$2.09 Billion
0.17% of portfolio
Goldman Sachs Group Inc New York, NY

16.5M
Shares

$1.28 Billion
0.21% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

16.3M
Shares

$1.27 Billion
4.27% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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