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 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
63+ 1.52% |
$4.85K - $4.93K
|
4.21K
$330K
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-886- 1.45% |
$68.2K - $69.4K
|
60.1K
$4.71M
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
55.2K+ 15.32% |
$4.25M - $4.32M
|
416K
$32.6M
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-325- 11.27% |
$25K - $25.4K
|
2.56K
$200K
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
37+ 0.6% |
$2.85K - $2.9K
|
6.18K
$484K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-16.4K- 43.94% |
$1.26M - $1.28M
|
20.9K
$1.64M
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-53.4K- 58.73% |
$4.11M - $4.18M
|
37.5K
$2.94M
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-170K- 97.93% |
$13.1M - $13.3M
|
3.59K
$281K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.07K+ 99.09% |
$159K - $162K
|
4.16K
$326K
|
|
Apr 09, 2025
Q1 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
100K+ 300.3% |
$7.69M - $7.83M
|
133K
$10.4M
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
384+ 13.67% |
$29.5K - $30.1K
|
3.19K
$250K
|
|
Apr 09, 2025
Q1 2025
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
113K+ 23.2% |
$8.69M - $8.84M
|
600K
$47M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
87.1K+ 351.77% |
$6.7M - $6.82M
|
112K
$8.77M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-87.2K- 99.66% |
$6.71M - $6.83M
|
300
$23.5K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
25.3K+ 23.83% |
$1.95M - $1.98M
|
132K
$10.3M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.87K+ 1358.77% |
$221K - $224K
|
3.08K
$241K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8+ 0.05% |
$616 - $626
|
16.5K
$1.29M
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-851- 0.59% |
$65.5K - $66.6K
|
142K
$11.1M
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-49- 1.37% |
$3.77K - $3.84K
|
3.53K
$277K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 8.04% |
$203K - $207K
|
30.2K
$2.37M
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
242+ 0.67% |
$18.6K - $18.9K
|
36.5K
$2.86M
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
237New |
$18.2K - $18.6K
|
237
$18.6K
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-43- 6.19% |
$3.31K - $3.37K
|
652
$51.1K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-642- 3.93% |
$49.4K - $50.3K
|
15.7K
$1.23M
|
|
Q4 2024 | |||||||
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-100- 2.24% |
$7.7K - $7.86K
|
4.37K
$342K
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
5.12KNew |
$394K - $402K
|
5.12K
$401K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.4K+ 4.61% |
$3.8M - $3.88M
|
1.12M
$87.8M
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.49K- 38.17% |
$346K - $353K
|
7.27K
$570K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
350New |
$27K - $27.5K
|
350
$27.4K
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
3.14KNew |
$242K - $247K
|
3.14K
$246K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.52KNew |
$194K - $198K
|
2.52K
$197K
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
274+ 9133.33% |
$21.1K - $21.5K
|
277
$21.7K
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.61K- 13.86% |
$124K - $126K
|
10K
$783K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
143New |
$11K - $11.2K
|
143
$11.2K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-559- 2.86% |
$43.1K - $43.9K
|
19K
$1.49M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14K- 13.19% |
$1.07M - $1.1M
|
91.8K
$7.2M
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-3- 50.0% |
$231 - $236
|
3
$235
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
2.64KNew |
$203K - $207K
|
2.64K
$206K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
397New |
$30.6K - $31.2K
|
397
$31.1K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.49KNew |
$346K - $353K
|
4.49K
$352K
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
5.98KNew |
$461K - $470K
|
5.98K
$469K
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-8.57K- 8.85% |
$660K - $673K
|
88.3K
$6.92M
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-11.4K- 42.72% |
$877K - $895K
|
15.3K
$1.2M
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4+ 0.03% |
$308 - $314
|
13.1K
$1.03M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-794- 30.41% |
$61.2K - $62.4K
|
1.82K
$142K
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
76.9KNew |
$5.92M - $6.04M
|
76.9K
$6.02M
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.13K- 25.78% |
$87K - $88.8K
|
3.25K
$255K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.92K- 20.93% |
$225K - $229K
|
11K
$864K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-29.3K- 81.83% |
$2.26M - $2.3M
|
6.51K
$510K
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-25.5K- 89.97% |
$1.96M - $2M
|
2.84K
$223K
|