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 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-481- 1.79% |
$37K - $37.8K
|
26.3K
$2.06M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-396- 1.53% |
$30.5K - $31.1K
|
25.5K
$1.99M
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-515- 15.56% |
$39.7K - $40.5K
|
2.8K
$219K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
115K+ 143.27% |
$8.85M - $9.02M
|
195K
$15.3M
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
172+ 3.29% |
$13.2K - $13.5K
|
5.41K
$423K
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-4.82K- 50.42% |
$371K - $379K
|
4.74K
$371K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-128- 15.15% |
$9.86K - $10.1K
|
717
$56.1K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
640+ 11.43% |
$49.3K - $50.3K
|
6.24K
$488K
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
355+ 1.6% |
$27.3K - $27.9K
|
22.5K
$1.76M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-277- 5.29% |
$21.3K - $21.8K
|
4.96K
$388K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14.2K+ 17.59% |
$1.09M - $1.11M
|
94.7K
$7.41M
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
465+ 6.63% |
$35.8K - $36.5K
|
7.48K
$585K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-471- 7.3% |
$36.3K - $37K
|
5.98K
$468K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
67New |
$5.16K - $5.26K
|
67
$5.24K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.52K+ 14.01% |
$579K - $591K
|
61.2K
$4.79M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.54K+ 6.93% |
$196K - $200K
|
39.2K
$3.07M
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.2K- 12.44% |
$92.7K - $94.6K
|
8.47K
$663K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.2K+ 1.89% |
$92.4K - $94.3K
|
64.8K
$5.07M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
45.5K+ 1518.43% |
$3.5M - $3.57M
|
48.5K
$3.79M
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
21+ 0.06% |
$1.62K - $1.65K
|
36.2K
$2.83M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
10New |
$770 - $786
|
10
$782
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-166- 0.49% |
$12.8K - $13K
|
33.8K
$2.64M
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-887- 15.33% |
$68.3K - $69.7K
|
4.9K
$383K
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-665- 5.0% |
$51.2K - $52.3K
|
12.6K
$988K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
18.6K+ 1.92% |
$1.43M - $1.46M
|
985K
$77M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1New |
$77 - $78.6
|
1
$78.2
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.37K- 47.4% |
$182K - $186K
|
2.63K
$206K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-134- 0.25% |
$10.3K - $10.5K
|
53.8K
$4.21M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-259- 7.03% |
$19.9K - $20.4K
|
3.42K
$268K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
27.4K+ 30808.99% |
$2.11M - $2.15M
|
27.5K
$2.15M
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
37.1KNew |
$2.86M - $2.92M
|
37.1K
$2.9M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.9K- 73.87% |
$917K - $935K
|
4.21K
$329K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-19.7K- 9.19% |
$1.52M - $1.55M
|
195K
$15.3M
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
473+ 18.92% |
$36.4K - $37.2K
|
2.97K
$233K
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
22.3KNew |
$1.71M - $1.75M
|
22.3K
$1.74M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-351- 29.97% |
$27K - $27.6K
|
820
$64.2K
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
16.2K+ 23.53% |
$1.25M - $1.28M
|
85.2K
$6.67M
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.08KNew |
$546K - $557K
|
7.08K
$554K
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
4.25K+ 1.97% |
$327K - $334K
|
219K
$17.2M
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-50- 1.08% |
$3.85K - $3.93K
|
4.59K
$359K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
420New |
$32.3K - $33K
|
420
$32.9K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.16K- 2.87% |
$89.3K - $91.2K
|
39.3K
$3.08M
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.49K+ 72.63% |
$191K - $195K
|
5.91K
$462K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-85- 12.92% |
$6.55K - $6.68K
|
573
$44.8K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.58K+ 21.86% |
$122K - $124K
|
8.83K
$691K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.97K+ 10357.89% |
$152K - $155K
|
1.99K
$155K
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-1.51K- 3.56% |
$116K - $118K
|
40.8K
$3.19M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 18.83% |
$90.3K - $92.2K
|
5.06K
$396K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.77K- 39.82% |
$136K - $139K
|
2.67K
$209K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
67New |
$5.16K - $5.26K
|
67
$5.24K
|