Tobias Financial Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Tobias Financial Advisors, Inc.
- $635 Million
- Q3 2025
A detailed history of Tobias Financial Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 488,484 shares of BSV stock, worth $38.5 Million. This represents 6.07% of its overall portfolio holdings.
Number of Shares
488,484
Previous 470,019
3.93%
Holding current value
$38.5 Million
Previous $37 Million
4.21%
% of portfolio
6.07%
Previous 6.5%
Shares
14 transactions
Others Institutions Holding BSV
# of Institutions
1,391Shares Held
409MCall 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