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 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-18- 0.44% |
$1.39K - $1.41K
|
4.09K
$320K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-308- 2.19% |
$23.7K - $24.2K
|
13.8K
$1.08M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.69KNew |
$207K - $211K
|
2.69K
$210K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-852- 7.48% |
$65.6K - $67K
|
10.5K
$824K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
84New |
$6.47K - $6.6K
|
84
$6.57K
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-143- 0.17% |
$11K - $11.2K
|
81.7K
$6.39M
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
4K+ 1.93% |
$308K - $314K
|
211K
$16.5M
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
72+ 0.54% |
$5.55K - $5.66K
|
13.3K
$1.04M
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.21K+ 3.33% |
$93.2K - $95.1K
|
37.6K
$2.94M
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
6.27KNew |
$483K - $493K
|
6.27K
$491K
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
549+ 2.26% |
$42.3K - $43.1K
|
24.8K
$1.94M
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
848+ 0.84% |
$65.3K - $66.6K
|
102K
$7.94M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.13K- 19.09% |
$241K - $246K
|
13.3K
$1.04M
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
36+ 1.2% |
$2.77K - $2.83K
|
3.04K
$238K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
196K+ 1410.99% |
$15.1M - $15.4M
|
210K
$16.5M
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.73K+ 10.02% |
$133K - $136K
|
19K
$1.49M
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-65- 2.13% |
$5.01K - $5.11K
|
2.99K
$234K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
600+ 0.3% |
$46.2K - $47.1K
|
202K
$15.8M
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
28+ 0.45% |
$2.16K - $2.2K
|
6.24K
$488K
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.87K+ 19.34% |
$221K - $226K
|
17.7K
$1.39M
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
45+ 0.72% |
$3.47K - $3.54K
|
6.28K
$491K
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
157+ 2.43% |
$12.1K - $12.3K
|
6.63K
$518K
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-905- 17.44% |
$69.7K - $71.1K
|
4.29K
$335K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.43K+ 3.48% |
$110K - $112K
|
42.5K
$3.32M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
7.47KNew |
$576K - $587K
|
7.47K
$585K
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.25K- 51.77% |
$482K - $491K
|
5.82K
$456K
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
6.69K+ 8.71% |
$515K - $525K
|
83.4K
$6.53M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.18K- 2.05% |
$245K - $249K
|
152K
$11.9M
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
32+ 0.97% |
$2.46K - $2.51K
|
3.33K
$261K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.07KNew |
$82.3K - $84K
|
1.07K
$83.6K
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2.71K+ 76.25% |
$209K - $213K
|
6.26K
$490K
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.38% |
$2.31K - $2.36K
|
7.83K
$612K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-85.9K- 13.74% |
$6.62M - $6.75M
|
539K
$42.2M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
892+ 892.0% |
$68.7K - $70.1K
|
992
$77.6K
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-892- 62.95% |
$68.7K - $70.1K
|
525
$41.1K
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.59K+ 2.45% |
$123K - $125K
|
66.5K
$5.21M
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-996- 1.72% |
$76.7K - $78.3K
|
57K
$4.46M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
16.1KNew |
$1.24M - $1.27M
|
16.1K
$1.26M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
611New |
$47.1K - $48K
|
611
$47.8K
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
68.2KNew |
$5.25M - $5.36M
|
68.2K
$5.33M
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.76K- 1.63% |
$212K - $217K
|
166K
$13M
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
38.2K+ 25.08% |
$2.94M - $3M
|
191K
$14.9M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
696+ 6.29% |
$53.6K - $54.7K
|
11.8K
$920K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15.4K- 32.76% |
$1.19M - $1.21M
|
31.7K
$2.48M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.75K+ 62.29% |
$751K - $766K
|
25.4K
$1.99M
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
13+ 0.04% |
$1K - $1.02K
|
34.2K
$2.68M
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
23.8K+ 4.38% |
$1.83M - $1.87M
|
567K
$44.3M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.85KNew |
$297K - $303K
|
3.85K
$301K
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
1.24K+ 5.39% |
$95.6K - $97.5K
|
24.3K
$1.9M
|