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 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
20.3K+ 27.62% |
$1.56M - $1.59M
|
93.6K
$7.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
SELL
|
- |
-3.8K- 27.64% |
$293K - $299K
|
9.96K
$779K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.05K- 5.97% |
$543K - $554K
|
111K
$8.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
62.3KNew |
$4.8M - $4.9M
|
62.3K
$4.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-276- 30.23% |
$21.3K - $21.7K
|
637
$49.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.74K+ 8.81% |
$134K - $137K
|
21.5K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.95KNew |
$227K - $232K
|
2.95K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
12.8K+ 6.06% |
$985K - $1.01M
|
224K
$17.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.14K- 22.47% |
$396K - $404K
|
17.7K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
58+ 1.21% |
$4.47K - $4.56K
|
4.87K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
65+ 1.33% |
$5.01K - $5.11K
|
4.95K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-10.4K- 13.86% |
$801K - $817K
|
64.6K
$5.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.72K+ 4.65% |
$364K - $371K
|
106K
$8.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
95+ 0.47% |
$7.32K - $7.47K
|
20.3K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 5.99% |
$770 - $786
|
177
$13.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
76.7KNew |
$5.91M - $6.03M
|
76.7K
$6M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.74K- 4.78% |
$288K - $294K
|
74.5K
$5.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
103+ 0.67% |
$7.93K - $8.09K
|
15.6K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-535- 15.94% |
$41.2K - $42K
|
2.82K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
392+ 201.03% |
$30.2K - $30.8K
|
587
$45.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-550- 3.13% |
$42.4K - $43.2K
|
17K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.33K+ 4.16% |
$103K - $105K
|
33.4K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.69K- 4.63% |
$130K - $133K
|
34.7K
$2.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.31K+ 14.19% |
$255K - $260K
|
26.6K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
8+ 0.28% |
$616 - $629
|
2.88K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
45.4K+ 5.52% |
$3.49M - $3.56M
|
867K
$67.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.66K+ 18.57% |
$128K - $131K
|
10.6K
$831K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.84K+ 48.2% |
$142K - $144K
|
5.65K
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-153- 1.34% |
$11.8K - $12K
|
11.3K
$883K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.84K- 8.78% |
$142K - $145K
|
19.1K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
907+ 10.71% |
$69.9K - $71.3K
|
9.38K
$734K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-794- 0.7% |
$61.2K - $62.4K
|
112K
$8.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-857- 86.48% |
$66K - $67.3K
|
134
$10.5K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-700- 19.94% |
$53.9K - $55K
|
2.81K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-10K- 4.27% |
$773K - $789K
|
225K
$17.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-10- 0.16% |
$770 - $786
|
6.39K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-308K- 91.14% |
$23.7M - $24.2M
|
30K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
589+ 1.35% |
$45.4K - $46.3K
|
44.2K
$3.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-121K- 76.18% |
$9.36M - $9.55M
|
38K
$2.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
46.6K+ 38.01% |
$3.59M - $3.66M
|
169K
$13.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
1.66K+ 3.56% |
$128K - $130K
|
48.2K
$3.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.2K+ 58.55% |
$861K - $879K
|
30.3K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-32- 1.13% |
$2.46K - $2.51K
|
2.81K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-600- 6.9% |
$46.2K - $47.1K
|
8.09K
$633K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-925- 2.31% |
$71.2K - $72.7K
|
39.1K
$3.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.8K- 2.24% |
$215K - $220K
|
122K
$9.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-793- 2.99% |
$61.1K - $62.3K
|
25.7K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-355- 71.0% |
$27.3K - $27.9K
|
145
$11.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.29K+ 22.64% |
$330K - $337K
|
23.2K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
55.5KNew |
$4.28M - $4.36M
|
55.5K
$4.35M
|