Tobias Financial Advisors, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Tobias Financial Advisors, Inc.
- $569 Million
- Q2 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 470,019 shares of BSV stock, worth $37 Million. This represents 6.5% of its overall portfolio holdings.
Number of Shares
470,019
Previous 444,052
5.85%
Holding current value
$37 Million
Previous $34.8 Million
6.42%
% of portfolio
6.5%
Previous 6.96%
Shares
13 transactions
Others Institutions Holding BSV
# of Institutions
1,382Shares Held
415MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.31 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.96 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.68 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio