Vanguard Personalized Indexing Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Vanguard Personalized Indexing Management, LLC

$6.09 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$47.44 - $47.9 $492,190 - $496,962	10,375 New	10,375 $492,000
Q2 2022 Aug 09, 2022	SELL	$46.52 - $47.45 $1.89 Million - $1.93 Million	-40,686 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$47.3 - $49.17 $1.92 Million - $2 Million	40,686 New	40,686 $1.93 Million
Q1 2021 Apr 28, 2021	SELL	$49.43 - $49.87 $208,792 - $210,650	-4,224 Closed	0 $0
Q4 2020 Jan 20, 2021	BUY	$49.66 - $49.86 $209,763 - $210,608	4,224 New	4,224 $210,000

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

16.2M
Shares

$775 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$282 Million
0.09% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$269 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.85M
Shares

$232 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.74M
Shares

$227 Million
0.05% of portfolio

View Full List

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