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 |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.23M+ 690.06% |
$172M - $175M
|
2.56M
$200M
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-26K- 12.3% |
$2M - $2.03M
|
185K
$14.5M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.25K- 18.51% |
$173K - $176K
|
9.9K
$776K
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-53K- 92.47% |
$4.08M - $4.15M
|
4.32K
$339K
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
BUY
|
- |
3.78K+ 7.83% |
$291K - $296K
|
52K
$4.08M
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
10.7K+ 10.28% |
$826K - $840K
|
115K
$9.02M
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
913+ 0.54% |
$70.2K - $71.5K
|
171K
$13.4M
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
530+ 2.63% |
$40.8K - $41.5K
|
20.7K
$1.62M
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-412- 8.41% |
$31.7K - $32.3K
|
4.49K
$352K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
6.71K+ 1.75% |
$516K - $525K
|
390K
$30.6M
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
11+ 61.11% |
$846 - $861
|
29
$2.27K
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
24+ 0.61% |
$1.85K - $1.88K
|
3.94K
$309K
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-138- 0.35% |
$10.6K - $10.8K
|
39K
$3.05M
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6.37K- 5.21% |
$490K - $498K
|
116K
$9.07M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.23K- 44.93% |
$480K - $488K
|
7.64K
$599K
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
302+ 3.0% |
$23.2K - $23.6K
|
10.4K
$814K
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
4.01K+ 1.97% |
$309K - $314K
|
208K
$16.3M
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.28% |
$308 - $313
|
1.45K
$114K
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-825- 6.86% |
$63.5K - $64.6K
|
11.2K
$878K
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
475+ 2.77% |
$36.5K - $37.2K
|
17.7K
$1.38M
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-129- 0.85% |
$9.93K - $10.1K
|
15K
$1.18M
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
10.1KNew |
$775K - $789K
|
10.1K
$789K
|
|
Apr 22, 2025
Q1 2025
|
Chico Wealth Ria
|
SELL
|
- |
-600- 6.03% |
$46.2K - $47K
|
9.36K
$733K
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-102K- 23.85% |
$7.81M - $7.95M
|
324K
$25.4M
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.55K- 20.85% |
$273K - $278K
|
13.5K
$1.06M
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-97- 0.49% |
$7.46K - $7.59K
|
19.5K
$1.53M
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.86KNew |
$451K - $458K
|
5.86K
$459K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.36K+ 1.17% |
$105K - $106K
|
117K
$9.19M
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
423+ 37.11% |
$32.5K - $33.1K
|
1.56K
$122K
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-823- 5.31% |
$63.3K - $64.4K
|
14.7K
$1.15M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.5K+ 3.16% |
$3.19M - $3.25M
|
1.35M
$106M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
179+ 1.59% |
$13.8K - $14K
|
11.5K
$899K
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-368- 12.34% |
$28.3K - $28.8K
|
2.62K
$205K
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-103K- 32.28% |
$7.92M - $8.05M
|
216K
$16.9M
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
SELL
|
- |
-2.95K- 1.31% |
$227K - $231K
|
222K
$17.4M
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.93K+ 30.98% |
$148K - $151K
|
8.16K
$639K
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
8+ 0.01% |
$616 - $626
|
85.2K
$6.68M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
88.6K+ 7.02% |
$6.81M - $6.93M
|
1.35M
$106M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.8K+ 14.96% |
$1.37M - $1.4M
|
137K
$10.7M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
154+ 0.31% |
$11.8K - $12.1K
|
49.3K
$3.87M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.35K+ 21.7% |
$104K - $106K
|
7.58K
$594K
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
678+ 2.73% |
$52.2K - $53.1K
|
25.5K
$2M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.03K- 8.72% |
$78.9K - $80.2K
|
10.7K
$841K
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-312- 2.57% |
$24K - $24.4K
|
11.8K
$927K
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-9.04K- 1.18% |
$696K - $708K
|
760K
$59.5M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.75K+ 2.7% |
$135K - $137K
|
66.5K
$5.21M
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-2.79K- 25.68% |
$214K - $218K
|
8.06K
$632K
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-34.7K- 55.68% |
$2.67M - $2.72M
|
27.6K
$2.16M
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-998- 0.95% |
$76.8K - $78.1K
|
105K
$8.19M
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.22K- 41.83% |
$93.7K - $95.3K
|
1.69K
$133K
|