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 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
65+ 0.67% |
$5K - $5.09K
|
9.83K
$770K
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
24+ 0.48% |
$1.85K - $1.88K
|
5.07K
$397K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.31K+ 159.48% |
$562K - $572K
|
11.9K
$932K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.05K+ 37.71% |
$80.9K - $82.3K
|
3.84K
$301K
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5+ 0.15% |
$385 - $391
|
3.27K
$257K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.54K+ 2.4% |
$272K - $277K
|
151K
$11.8M
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.82K- 17.87% |
$140K - $142K
|
8.35K
$654K
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-475- 2.3% |
$36.5K - $37.2K
|
20.2K
$1.58M
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.66K- 28.47% |
$128K - $130K
|
4.17K
$326K
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-350- 5.68% |
$26.9K - $27.4K
|
5.82K
$456K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12New |
$923 - $939
|
12
$940
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4.77M+ 34.93% |
$367M - $373M
|
18.4M
$1.44B
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7.63K+ 17.31% |
$587K - $597K
|
51.7K
$4.05M
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.09K- 1.36% |
$392K - $398K
|
369K
$28.9M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-836- 0.77% |
$64.3K - $65.4K
|
107K
$8.4M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
288K+ 12.8% |
$22.1M - $22.5M
|
2.53M
$199M
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
63.6KNew |
$4.89M - $4.98M
|
63.6K
$4.99M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-178K- 54.61% |
$13.7M - $13.9M
|
148K
$11.6M
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
33.9K+ 76.62% |
$2.61M - $2.65M
|
78.1K
$6.12M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.27K- 9.37% |
$175K - $178K
|
22K
$1.72M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
262+ 5.38% |
$20.2K - $20.5K
|
5.13K
$402K
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-565- 8.75% |
$43.5K - $44.2K
|
5.9K
$462K
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.31K- 4.05% |
$178K - $181K
|
54.7K
$4.29M
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.01K+ 1.68% |
$77.3K - $78.7K
|
60.9K
$4.77M
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
215+ 3.73% |
$16.5K - $16.8K
|
5.98K
$469K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30.3K+ 23.76% |
$2.33M - $2.37M
|
158K
$12.3M
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-458- 5.43% |
$35.2K - $35.9K
|
7.98K
$625K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.4K+ 7.87% |
$954K - $971K
|
170K
$13.3M
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-287- 1.28% |
$22.1K - $22.5K
|
22.2K
$1.74M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-376- 11.2% |
$28.9K - $29.4K
|
2.98K
$234K
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.95K+ 5.22% |
$304K - $309K
|
79.6K
$6.24M
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
12.5K+ 11.57% |
$961K - $977K
|
120K
$9.44M
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
SELL
|
- |
-33.3K- 88.05% |
$2.56M - $2.6M
|
4.52K
$354K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-415- 8.21% |
$31.9K - $32.5K
|
4.64K
$364K
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
43.3KNew |
$3.33M - $3.39M
|
43.3K
$3.4M
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.13K- 23.25% |
$86.8K - $88.3K
|
3.72K
$292K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
40+ 0.66% |
$3.08K - $3.13K
|
6.13K
$480K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
501K+ 145.32% |
$38.5M - $39.2M
|
846K
$66.3M
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-3.31K- 2.08% |
$254K - $259K
|
156K
$12.2M
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-4.29K- 56.23% |
$330K - $335K
|
3.34K
$261K
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.53K+ 23.85% |
$195K - $198K
|
13.2K
$1.03M
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.51K+ 4.27% |
$116K - $118K
|
36.9K
$2.89M
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.52K- 40.55% |
$194K - $197K
|
3.69K
$289K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
261New |
$20.1K - $20.4K
|
261
$20.5K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.28M- 4.06% |
$175M - $178M
|
53.8M
$4.22B
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
168+ 0.3% |
$12.9K - $13.2K
|
55.9K
$4.38M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
186K+ 44.9% |
$14.3M - $14.6M
|
602K
$47.1M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-3.54K- 37.9% |
$272K - $277K
|
5.79K
$454K
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
982+ 12.7% |
$75.6K - $76.9K
|
8.71K
$683K
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.99K- 45.93% |
$153K - $156K
|
2.34K
$183K
|