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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.5K- 16.67% |
$190K - $192K
|
12.5K
$967K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-394- 6.31% |
$29.9K - $30.2K
|
5.85K
$453K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-374- 11.22% |
$28.4K - $28.7K
|
2.96K
$229K
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.06K+ 20.88% |
$232K - $235K
|
17.7K
$1.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-679- 10.02% |
$51.5K - $52.1K
|
6.1K
$471K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.98K+ 12.58% |
$150K - $152K
|
17.7K
$1.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-156- 5.57% |
$11.8K - $12K
|
2.64K
$204K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.91KNew |
$220K - $223K
|
2.91K
$225K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-22K- 67.54% |
$1.67M - $1.69M
|
10.6K
$819K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1.5K- 13.05% |
$114K - $115K
|
10K
$773K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.73K+ 9.24% |
$283K - $286K
|
44.1K
$3.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-248- 3.03% |
$18.8K - $19K
|
7.94K
$614K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-85.9K- 57.87% |
$6.51M - $6.59M
|
62.5K
$4.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.03K- 22.43% |
$77.9K - $78.9K
|
3.56K
$275K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
170+ 0.34% |
$12.9K - $13K
|
49.6K
$3.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
30.9K+ 449.39% |
$2.34M - $2.37M
|
37.8K
$2.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
3.35KNew |
$254K - $257K
|
3.35K
$259K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.18K- 5.6% |
$241K - $244K
|
53.6K
$4.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-210- 94.17% |
$15.9K - $16.1K
|
13
$1.01K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.87KNew |
$217K - $220K
|
2.87K
$222K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-500- 6.83% |
$37.9K - $38.4K
|
6.82K
$527K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-178- 29.57% |
$13.5K - $13.7K
|
424
$32.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.12% |
$75.8 - $76.8
|
90
$6.96K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
4.88KNew |
$370K - $374K
|
4.88K
$377K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-550- 17.3% |
$41.7K - $42.2K
|
2.63K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-542- 16.24% |
$41.1K - $41.6K
|
2.8K
$216K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
25KNew |
$1.9M - $1.92M
|
25K
$1.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.35K+ 6.5% |
$330K - $334K
|
71.2K
$5.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-8- 0.16% |
$606 - $614
|
5.06K
$391K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
64New |
$4.85K - $4.91K
|
64
$4.95K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.33K+ 31.33% |
$101K - $102K
|
5.56K
$430K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4+ 0.13% |
$303 - $307
|
3.01K
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.13KNew |
$465K - $470K
|
6.13K
$474K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-682- 6.08% |
$51.7K - $52.4K
|
10.5K
$814K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-155- 1.06% |
$11.8K - $11.9K
|
14.4K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-77- 35.81% |
$5.84K - $5.91K
|
138
$10.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.2K+ 485.83% |
$91K - $92.1K
|
1.45K
$112K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-400- 11.59% |
$30.3K - $30.7K
|
3.05K
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
26+ 0.63% |
$1.97K - $2K
|
4.14K
$320K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.43K- 97.83% |
$260K - $263K
|
76
$5.88K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
7New |
$531 - $537
|
7
$541
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.45K- 23.34% |
$186K - $188K
|
8.05K
$622K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-479- 7.0% |
$36.3K - $36.8K
|
6.37K
$492K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-290- 96.99% |
$22K - $22.3K
|
9
$696
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.17K- 65.86% |
$468K - $474K
|
3.2K
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-134K- 18.65% |
$10.1M - $10.3M
|
583K
$45.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-22- 0.51% |
$1.67K - $1.69K
|
4.31K
$334K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-106- 13.89% |
$8.04K - $8.14K
|
657
$50.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-1K- 5.71% |
$75.8K - $76.8K
|
16.5K
$1.28M
|