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 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-15.5K- 39.9% |
$1.19M - $1.21M
|
23.3K
$1.83M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-830- 6.0% |
$63.9K - $65K
|
13K
$1.02M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.62K- 5.7% |
$124K - $127K
|
26.7K
$2.09M
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
2.56KNew |
$197K - $200K
|
2.56K
$201K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
104K+ 91.38% |
$7.99M - $8.13M
|
217K
$17M
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-3- 0.22% |
$231 - $235
|
1.38K
$108K
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-36- 5.89% |
$2.77K - $2.82K
|
575
$45.1K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
77.5K+ 0.47% |
$5.96M - $6.06M
|
16.6M
$1.3B
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.36K- 10.06% |
$336K - $342K
|
39K
$3.06M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
132+ 1.48% |
$10.2K - $10.3K
|
9.04K
$709K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
69.8K+ 12.38% |
$5.37M - $5.46M
|
633K
$49.6M
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-84- 1.89% |
$6.46K - $6.58K
|
4.37K
$343K
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.77K+ 9.63% |
$213K - $217K
|
31.5K
$2.47M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
30+ 2.57% |
$2.31K - $2.35K
|
1.2K
$93.8K
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
11K+ 5.73% |
$845K - $860K
|
203K
$15.9M
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.83K+ 7.8% |
$217K - $221K
|
39.1K
$3.06M
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
997+ 0.52% |
$76.7K - $78K
|
192K
$15M
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
35New |
$2.69K - $2.74K
|
35
$2.74K
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-95- 3.36% |
$7.31K - $7.44K
|
2.73K
$214K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
5.29KNew |
$407K - $414K
|
5.29K
$415K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 21.29% |
$156K - $159K
|
11.6K
$906K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-91.8K- 4.28% |
$7.06M - $7.19M
|
2.05M
$161M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.13K- 4.9% |
$87K - $88.5K
|
22K
$1.72M
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
6.46KNew |
$497K - $506K
|
6.46K
$506K
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.03K+ 154.5% |
$79.2K - $80.6K
|
1.7K
$133K
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.75K- 1.6% |
$135K - $137K
|
108K
$8.45M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
55+ 1.66% |
$4.23K - $4.31K
|
3.37K
$264K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-284- 98.61% |
$21.9K - $22.2K
|
4
$313
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-5.6K- 39.82% |
$431K - $438K
|
8.46K
$663K
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
388KNew |
$29.9M - $30.4M
|
388K
$30.4M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.9K+ 8.72% |
$837K - $851K
|
136K
$10.6M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
13.4KNew |
$1.03M - $1.05M
|
13.4K
$1.05M
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-21.6K- 42.13% |
$1.66M - $1.69M
|
29.7K
$2.32M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-3.22K- 6.65% |
$248K - $252K
|
45.3K
$3.55M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8.77K+ 4.25% |
$675K - $687K
|
215K
$16.9M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.7K+ 211.74% |
$1.21M - $1.23M
|
23.1K
$1.81M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.65K+ 5.23% |
$127K - $129K
|
33.2K
$2.6M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
192+ 1.37% |
$14.8K - $15K
|
14.3K
$1.12M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-156K- 28.95% |
$12M - $12.2M
|
383K
$30M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.94K- 5.19% |
$149K - $152K
|
35.4K
$2.77M
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
97+ 3.16% |
$7.46K - $7.59K
|
3.17K
$248K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
374+ 385.57% |
$28.8K - $29.3K
|
471
$36.9K
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.74M- 98.28% |
$365M - $371M
|
83.2K
$6.52M
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
1.44K+ 16.45% |
$111K - $113K
|
10.2K
$798K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.55K- 0.68% |
$119K - $121K
|
226K
$17.7M
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.52K- 7.09% |
$194K - $197K
|
33K
$2.58M
|
|
May 08, 2025
Q1 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
33+ 0.57% |
$2.54K - $2.58K
|
5.78K
$453K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
44.3K+ 76.3% |
$3.41M - $3.47M
|
102K
$8.02M
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-226- 4.65% |
$17.4K - $17.7K
|
4.64K
$363K
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-31- 0.84% |
$2.39K - $2.43K
|
3.65K
$286K
|