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 $112 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
$112 Million
Previous $107 Million
4.36%
% of portfolio
10.53%
Previous 10.91%
Shares
32 transactions
Others Institutions Holding BSV
# of Institutions
1,391Shares Held
415MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.32 Billion1.32% of portfolio
-
Morgan Stanley New York, NY37.6MShares$2.97 Billion0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO34.1MShares$2.69 Billion5.55% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.61 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.48 Billion7.3% of portfolio