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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-194- 55.59% |
$14.9K - $15.2K
|
155
$12.1K
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-5.59K- 9.64% |
$430K - $437K
|
52.3K
$4.1M
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.07K- 14.45% |
$81.9K - $83.4K
|
6.31K
$494K
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-106K- 34.5% |
$8.19M - $8.33M
|
202K
$15.8M
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-4.08K- 6.56% |
$314K - $320K
|
58.2K
$4.56M
|
|
May 01, 2025
Q1 2025
|
Zeit Capital LLC
|
BUY
|
- |
992+ 0.82% |
$76.3K - $77.7K
|
122K
$9.56M
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-861- 14.23% |
$66.2K - $67.4K
|
5.19K
$407K
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-18- 0.11% |
$1.38K - $1.41K
|
16.4K
$1.29M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-907- 6.26% |
$69.8K - $71K
|
13.6K
$1.06M
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-316- 2.53% |
$24.3K - $24.7K
|
12.2K
$955K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.17K+ 2.81% |
$89.7K - $91.3K
|
42.7K
$3.34M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.24K+ 1.07% |
$173K - $176K
|
213K
$16.7M
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
17+ 0.51% |
$1.31K - $1.33K
|
3.35K
$262K
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
750+ 5.99% |
$57.7K - $58.7K
|
13.3K
$1.04M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-794- 21.66% |
$61.1K - $62.2K
|
2.87K
$225K
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
4.45K+ 8.23% |
$342K - $348K
|
58.5K
$4.58M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.82K+ 2.66% |
$448K - $455K
|
224K
$17.6M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.63K- 27.26% |
$664K - $675K
|
23K
$1.8M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.58K- 14.08% |
$275K - $280K
|
21.8K
$1.71M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.05KNew |
$389K - $395K
|
5.05K
$396K
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
5.27K+ 9.94% |
$406K - $413K
|
58.3K
$4.57M
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-3.98K- 68.53% |
$306K - $311K
|
1.83K
$143K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
114+ 0.16% |
$8.77K - $8.92K
|
72.2K
$5.66M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.2K+ 22.09% |
$323K - $329K
|
23.2K
$1.82M
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.27K- 9.78% |
$175K - $178K
|
20.9K
$1.64M
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-505- 7.47% |
$38.9K - $39.5K
|
6.26K
$490K
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
65+ 0.67% |
$5K - $5.09K
|
9.83K
$770K
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
24+ 0.48% |
$1.85K - $1.88K
|
5.07K
$397K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.31K+ 159.48% |
$562K - $572K
|
11.9K
$932K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.05K+ 37.71% |
$80.9K - $82.3K
|
3.84K
$301K
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5+ 0.15% |
$385 - $391
|
3.27K
$257K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.54K+ 2.4% |
$272K - $277K
|
151K
$11.8M
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.82K- 17.87% |
$140K - $142K
|
8.35K
$654K
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-475- 2.3% |
$36.5K - $37.2K
|
20.2K
$1.58M
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.6K+ 2.07% |
$123K - $125K
|
78.7K
$6.17M
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.66K- 28.47% |
$128K - $130K
|
4.17K
$326K
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-350- 5.68% |
$26.9K - $27.4K
|
5.82K
$456K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12New |
$923 - $939
|
12
$940
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4.77M+ 34.93% |
$367M - $373M
|
18.4M
$1.44B
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-537- 4.25% |
$41.3K - $42K
|
12.1K
$947K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7.63K+ 17.31% |
$587K - $597K
|
51.7K
$4.05M
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.09K- 1.36% |
$392K - $398K
|
369K
$28.9M
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.52K- 14.4% |
$117K - $119K
|
9.06K
$710K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-836- 0.77% |
$64.3K - $65.4K
|
107K
$8.4M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
288K+ 12.8% |
$22.1M - $22.5M
|
2.53M
$199M
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
63.6KNew |
$4.89M - $4.98M
|
63.6K
$4.99M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-178K- 54.61% |
$13.7M - $13.9M
|
148K
$11.6M
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
16+ 0.3% |
$1.23K - $1.25K
|
5.42K
$425K
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
33.9K+ 76.62% |
$2.61M - $2.65M
|
78.1K
$6.12M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.27K- 9.37% |
$175K - $178K
|
22K
$1.72M
|