Latest Institutional Transactions on Vanguard Bd Index Fd Inc Short (BSV)
This table provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Short (BSV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
84.3KNew |
$6.49M - $6.62M
|
84.3K
$6.59M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
42.6KNew |
$3.28M - $3.35M
|
42.6K
$3.33M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.95K- 0.88% |
$150K - $153K
|
218K
$17.1M
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
13.8K+ 58.95% |
$1.06M - $1.08M
|
37.1K
$2.91M
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
25.8K+ 11.34% |
$1.98M - $2.02M
|
253K
$19.8M
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
6.02K+ 13.4% |
$464K - $473K
|
51K
$3.99M
|
|
Feb 06, 2025
Q4 2024
|
Lincoln National Corp
|
BUY
|
- |
142K+ 4.22% |
$10.9M - $11.2M
|
3.5M
$274M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.72K- 4.55% |
$209K - $214K
|
57K
$4.46M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
204+ 0.8% |
$15.7K - $16K
|
25.5K
$2M
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.26K- 8.92% |
$97.4K - $99.3K
|
12.9K
$1.01M
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
6.85K+ 14.01% |
$528K - $538K
|
55.7K
$4.36M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13.9K+ 0.65% |
$1.07M - $1.09M
|
2.14M
$168M
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
4+ 0.06% |
$308 - $314
|
6.83K
$534K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.52K+ 9.18% |
$271K - $277K
|
41.9K
$3.27M
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
SELL
|
- |
-193- 6.72% |
$14.9K - $15.2K
|
2.68K
$210K
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-330- 2.13% |
$25.4K - $25.9K
|
15.1K
$1.18M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
399+ 4.69% |
$30.7K - $31.4K
|
8.91K
$697K
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
497+ 0.15% |
$38.3K - $39.1K
|
326K
$25.5M
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.55K- 18.67% |
$120K - $122K
|
6.76K
$529K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.11K+ 14.14% |
$163K - $166K
|
17K
$1.33M
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.27K+ 27.91% |
$252K - $257K
|
15K
$1.17M
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
211+ 5.49% |
$16.3K - $16.6K
|
4.06K
$317K
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
2.87K+ 85.57% |
$221K - $226K
|
6.23K
$487K
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
510+ 8.08% |
$39.3K - $40.1K
|
6.83K
$534K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
83.3K+ 945.39% |
$6.41M - $6.54M
|
92.1K
$7.2M
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
65+ 1.14% |
$5.01K - $5.11K
|
5.75K
$449K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51K+ 20.51% |
$3.93M - $4.01M
|
300K
$23.4M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
27.1K+ 2.05% |
$2.09M - $2.13M
|
1.35M
$106M
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
35+ 19.02% |
$2.7K - $2.75K
|
219
$17.1K
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-492- 12.0% |
$37.9K - $38.7K
|
3.61K
$282K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17.4K+ 4.67% |
$1.34M - $1.37M
|
390K
$30.5M
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
31+ 1.2% |
$2.39K - $2.44K
|
2.6K
$204K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.77MNew |
$213M - $217M
|
2.77M
$217M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.91K+ 0.34% |
$224K - $228K
|
870K
$68M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.05K+ 17.08% |
$158K - $161K
|
14.1K
$1.1M
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.2K- 3.76% |
$92.7K - $94.5K
|
30.8K
$2.41M
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.61K+ 4.79% |
$124K - $127K
|
35.3K
$2.76M
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.2K- 12.95% |
$92.1K - $94K
|
8.04K
$629K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-159- 0.63% |
$12.2K - $12.5K
|
25K
$1.95M
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-8.89K- 74.28% |
$685K - $699K
|
3.08K
$241K
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
104KNew |
$8.04M - $8.2M
|
104K
$8.16M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.12K+ 20.95% |
$548K - $559K
|
41.1K
$3.21M
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
28.8KNew |
$2.22M - $2.27M
|
28.8K
$2.26M
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.14% |
$154 - $157
|
1.45K
$113K
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
55.8KNew |
$4.3M - $4.38M
|
55.8K
$4.36M
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
7+ 0.16% |
$539 - $550
|
4.4K
$344K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
46.8K+ 29.34% |
$3.61M - $3.68M
|
206K
$16.1M
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.66K- 4.13% |
$127K - $130K
|
38.4K
$3.01M
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
450+ 15.78% |
$34.7K - $35.4K
|
3.3K
$258K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.58KNew |
$276K - $281K
|
3.58K
$280K
|