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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.46M+ 11.93% |
$112M - $114M
|
13.6M
$1.07B
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.7K+ 23.47% |
$1.05M - $1.08M
|
72.1K
$5.64M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.51K- 8.41% |
$193K - $197K
|
27.3K
$2.14M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
71.4K+ 6.0% |
$5.5M - $5.61M
|
1.26M
$98.7M
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4.37KNew |
$336K - $343K
|
4.37K
$342K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-4.42K- 3.87% |
$340K - $347K
|
110K
$8.57M
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2+ 12.5% |
$154 - $157
|
18
$1.41K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.69K+ 3.09% |
$130K - $132K
|
56.3K
$4.4M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.02K+ 82.06% |
$232K - $237K
|
6.69K
$523K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 43.03% |
$91.8K - $93.7K
|
1.58K
$123K
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
33+ 1.19% |
$2.54K - $2.59K
|
2.81K
$220K
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.68K+ 40.4% |
$207K - $211K
|
9.33K
$730K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-324- 10.41% |
$25K - $25.5K
|
2.79K
$218K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11K+ 75.99% |
$847K - $865K
|
25.5K
$1.99M
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
318+ 1.44% |
$24.5K - $25K
|
22.5K
$1.76M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
725+ 5.22% |
$55.8K - $57K
|
14.6K
$1.14M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-261- 0.18% |
$20.1K - $20.5K
|
146K
$11.4M
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.92K+ 176.0% |
$687K - $701K
|
14K
$1.09M
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-31- 1.15% |
$2.39K - $2.44K
|
2.67K
$209K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
16.2KNew |
$1.25M - $1.28M
|
16.2K
$1.27M
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
154+ 4.94% |
$11.9K - $12.1K
|
3.27K
$256K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
38.6KNew |
$2.97M - $3.03M
|
38.6K
$3.02M
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 12.66% |
$121K - $124K
|
10.9K
$850K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-246- 49.9% |
$18.9K - $19.3K
|
247
$19.3K
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
358+ 1.49% |
$27.6K - $28.1K
|
24.4K
$1.91M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.21K+ 5.91% |
$632K - $645K
|
147K
$11.5M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
974+ 5.44% |
$75K - $76.5K
|
18.9K
$1.48M
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
400+ 2.42% |
$30.8K - $31.4K
|
16.9K
$1.32M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-495- 5.75% |
$38.1K - $38.9K
|
8.12K
$635K
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.63K+ 2.12% |
$280K - $285K
|
175K
$13.7M
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
104+ 0.07% |
$8.01K - $8.17K
|
147K
$11.5M
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
325+ 8.95% |
$25K - $25.5K
|
3.96K
$310K
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
5.8KNew |
$447K - $456K
|
5.8K
$454K
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-78.2K- 19.71% |
$6.02M - $6.15M
|
319K
$24.9M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.45K- 7.01% |
$266K - $271K
|
45.8K
$3.59M
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
75+ 5.74% |
$5.78K - $5.89K
|
1.38K
$108K
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
10.5K+ 5.79% |
$809K - $825K
|
192K
$15M
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
281+ 2.48% |
$21.6K - $22.1K
|
11.6K
$909K
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.14K- 2.3% |
$87.6K - $89.3K
|
48.4K
$3.78M
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
34+ 1.2% |
$2.62K - $2.67K
|
2.86K
$224K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-621K- 93.48% |
$47.9M - $48.8M
|
43.4K
$3.39M
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.87K+ 6.88% |
$375K - $383K
|
75.7K
$5.92M
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-487- 0.48% |
$37.5K - $38.3K
|
102K
$7.97M
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
41.3K+ 5.7% |
$3.18M - $3.25M
|
766K
$59.9M
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
60+ 0.33% |
$4.62K - $4.71K
|
18K
$1.41M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10KNew |
$770K - $786K
|
10K
$782K
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.2K+ 60.98% |
$477K - $487K
|
16.4K
$1.28M
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.72KNew |
$209K - $214K
|
2.72K
$213K
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
2.04K+ 3.15% |
$157K - $160K
|
66.8K
$5.23M
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
4.78KNew |
$368K - $375K
|
4.78K
$374K
|