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 |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
772+ 46.62% |
$59K - $60.9K
|
2.43K
$188K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.53K- 17.28% |
$116K - $120K
|
7.3K
$565K
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
96.7KNew |
$7.38M - $7.62M
|
96.7K
$7.48M
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
231+ 8.64% |
$17.6K - $18.2K
|
2.91K
$225K
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-625- 1.54% |
$47.7K - $49.3K
|
40K
$3.09M
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
3+ 0.04% |
$229 - $237
|
7.02K
$543K
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
11K+ 6.78% |
$838K - $865K
|
173K
$13.4M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.21K+ 7.5% |
$168K - $174K
|
31.6K
$2.44M
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-849- 1.29% |
$64.8K - $67K
|
64.8K
$5.01M
|
|
Oct 10, 2024
Q3 2024
|
Zeit Capital LLC
|
BUY
|
- |
338+ 0.26% |
$25.8K - $26.7K
|
130K
$10M
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
86.6KNew |
$6.61M - $6.83M
|
86.6K
$6.69M
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
282+ 5.42% |
$21.5K - $22.2K
|
5.49K
$424K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.55K- 4.0% |
$348K - $359K
|
109K
$8.46M
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
2.62KNew |
$200K - $207K
|
2.62K
$203K
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
11.5K+ 13.82% |
$878K - $907K
|
94.7K
$7.32M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
66.6K+ 1194.29% |
$5.08M - $5.25M
|
72.1K
$5.58M
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-78- 0.15% |
$5.96K - $6.15K
|
53.1K
$4.11M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-7.24K- 37.49% |
$553K - $571K
|
12.1K
$934K
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-84- 1.34% |
$6.42K - $6.63K
|
6.19K
$479K
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-236- 0.3% |
$18K - $18.6K
|
79.2K
$6.12M
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-457- 1.09% |
$34.9K - $36K
|
41.5K
$3.21M
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.35K- 13.8% |
$256K - $265K
|
21K
$1.62M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.88K- 43.75% |
$144K - $148K
|
2.42K
$187K
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.93K- 12.7% |
$148K - $152K
|
13.3K
$1.03M
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-978- 3.26% |
$74.7K - $77.1K
|
29.1K
$2.25M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
39.1K+ 10.53% |
$2.99M - $3.08M
|
410K
$31.7M
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-617- 1.41% |
$47.1K - $48.7K
|
43.2K
$3.34M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
133KNew |
$10.1M - $10.5M
|
133K
$10.3M
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
3.89K+ 9.81% |
$297K - $307K
|
43.6K
$3.37M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-86.5K- 85.62% |
$6.6M - $6.82M
|
14.5K
$1.12M
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
4.7KNew |
$359K - $371K
|
4.7K
$363K
|
|
Oct 09, 2024
Q3 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-4.3K- 16.46% |
$328K - $339K
|
21.8K
$1.69M
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.4K- 6.18% |
$183K - $189K
|
36.4K
$2.82M
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8+ 0.29% |
$611 - $631
|
2.77K
$215K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
558+ 23.53% |
$42.6K - $44K
|
2.93K
$226K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.03K- 15.98% |
$384K - $397K
|
26.4K
$2.04M
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-402- 4.64% |
$30.7K - $31.7K
|
8.26K
$638K
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-106K- 37.78% |
$8.08M - $8.34M
|
174K
$13.5M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
4.14K+ 12.11% |
$316K - $327K
|
38.3K
$2.96M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-877- 5.19% |
$67K - $69.2K
|
16K
$1.24M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.27K- 3.27% |
$403K - $416K
|
156K
$12.1M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
98+ 0.63% |
$7.49K - $7.73K
|
15.6K
$1.2M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-79K- 25.57% |
$6.03M - $6.23M
|
230K
$17.8M
|
|
Oct 08, 2024
Q3 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
5K+ 2.97% |
$382K - $394K
|
173K
$13.4M
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6.14K+ 16.32% |
$469K - $484K
|
43.7K
$3.38M
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-6- 0.04% |
$458 - $473
|
17.1K
$1.32M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
33.6K+ 38.51% |
$2.57M - $2.65M
|
121K
$9.35M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.94K- 3.4% |
$301K - $310K
|
112K
$8.65M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-348- 8.24% |
$26.6K - $27.4K
|
3.88K
$300K
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-6.01K- 18.67% |
$459K - $474K
|
26.2K
$2.02M
|