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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-43- 0.57% |
$3.31K - $3.38K
|
7.48K
$586K
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
3.63KNew |
$280K - $285K
|
3.63K
$284K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
6.29KNew |
$484K - $494K
|
6.29K
$493K
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.35K- 16.14% |
$181K - $184K
|
12.2K
$954K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
55.1KNew |
$4.24M - $4.33M
|
55.1K
$4.31M
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
54+ 0.88% |
$4.16K - $4.24K
|
6.21K
$486K
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
4.53KNew |
$349K - $356K
|
4.53K
$355K
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
SELL
|
- |
-193- 6.72% |
$14.9K - $15.2K
|
2.68K
$210K
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
510+ 8.08% |
$39.3K - $40.1K
|
6.83K
$535K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
35+ 19.02% |
$2.7K - $2.75K
|
219
$17.2K
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-8.89K- 74.28% |
$685K - $699K
|
3.08K
$241K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.58KNew |
$353K - $360K
|
4.58K
$359K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.66K+ 157.05% |
$359K - $366K
|
7.62K
$597K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
39New |
$3K - $3.06K
|
39
$3.06K
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-30.9K- 50.2% |
$2.38M - $2.43M
|
30.7K
$2.41M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
56+ 1.02% |
$4.31K - $4.4K
|
5.53K
$433K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
635New |
$48.9K - $49.9K
|
635
$49.8K
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
913+ 9.1% |
$70.3K - $71.7K
|
11K
$858K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
840New |
$64.7K - $66K
|
840
$65.8K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.3K- 9.82% |
$794K - $810K
|
94.8K
$7.43M
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.11K- 98.31% |
$85.3K - $87.1K
|
19
$1.49K
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
7.46KNew |
$575K - $586K
|
7.46K
$585K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.25K- 7.76% |
$250K - $256K
|
38.6K
$3.03M
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-65- 13.21% |
$5.01K - $5.11K
|
427
$33.5K
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
374K+ 76.55% |
$28.8M - $29.4M
|
863K
$67.6M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-337- 1.84% |
$26K - $26.5K
|
17.9K
$1.41M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.02KNew |
$232K - $237K
|
3.02K
$236K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.32K- 43.92% |
$102K - $104K
|
1.69K
$132K
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
2.59KNew |
$200K - $204K
|
2.59K
$203K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 43.03% |
$91.8K - $93.7K
|
1.58K
$124K
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
33+ 1.19% |
$2.54K - $2.59K
|
2.81K
$220K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-31- 1.15% |
$2.39K - $2.44K
|
2.67K
$209K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-246- 49.9% |
$18.9K - $19.3K
|
247
$19.4K
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
358+ 1.49% |
$27.6K - $28.1K
|
24.4K
$1.91M
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
325+ 8.95% |
$25K - $25.5K
|
3.96K
$310K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.45K- 7.01% |
$266K - $271K
|
45.8K
$3.59M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10KNew |
$770K - $786K
|
10K
$784K
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.72KNew |
$209K - $214K
|
2.72K
$213K
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-18- 0.44% |
$1.39K - $1.41K
|
4.09K
$321K
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-905- 17.44% |
$69.7K - $71.1K
|
4.29K
$336K
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
7.47KNew |
$576K - $587K
|
7.47K
$586K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-892- 62.95% |
$68.7K - $70.1K
|
525
$41.1K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
16.1KNew |
$1.24M - $1.27M
|
16.1K
$1.26M
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-515- 15.56% |
$39.7K - $40.5K
|
2.8K
$219K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-128- 15.15% |
$9.86K - $10.1K
|
717
$56.2K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
67New |
$5.16K - $5.26K
|
67
$5.25K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
45.5K+ 1518.43% |
$3.5M - $3.57M
|
48.5K
$3.8M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
10New |
$770 - $786
|
10
$784
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1New |
$77 - $78.6
|
1
$78.4
|