Willow Creek Wealth Management Inc. Vanguard Bd Index Fd Inc Short Transaction History
Willow Creek Wealth Management Inc.
- $1.06 Billion
- Q2 2025
A detailed history of Willow Creek Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,414,161 shares of BSV stock, worth $111 Million. This represents 10.53% of its overall portfolio holdings.
Number of Shares
1,414,161
Previous 1,362,326
3.8%
Holding current value
$111 Million
Previous $107 Million
4.36%
% of portfolio
10.53%
Previous 10.91%
Shares
32 transactions
Others Institutions Holding BSV
# of Institutions
1,363Shares Held
395MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.8MShares$4.22 Billion1.41% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.4MShares$1.44 Billion8.29% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.3MShares$1.36 Billion4.45% of portfolio