Wealthquest Corp Vanguard Bd Index Fd Inc Short Transaction History
Wealthquest Corp
- $1.11 Billion
- Q3 2025
A detailed history of Wealthquest Corp transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Wealthquest Corp holds 416,674 shares of BSV stock, worth $32.8 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
416,674
Previous 409,564
1.74%
Holding current value
$32.8 Million
Previous $32.2 Million
2.01%
% of portfolio
2.97%
Previous 3.09%
Shares
21 transactions
Others Institutions Holding BSV
# of Institutions
1,392Shares Held
410MCall 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