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, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
131+ 2.06% |
$10K - $10.1K
|
6.5K
$503K
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-11.3K- 58.88% |
$863K - $873K
|
7.9K
$611K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
13.3K+ 88.5% |
$1.01M - $1.03M
|
28.3K
$2.19M
|
|
| Q4 2023 | |||||||
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
70New |
$5.22K - $5.39K
|
70
$5.41K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-260- 0.53% |
$19.4K - $20K
|
48.5K
$3.75M
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
246New |
$18.4K - $18.9K
|
246
$19K
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
8.79KNew |
$656K - $677K
|
8.79K
$679K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
968New |
$72.3K - $74.6K
|
968
$74.9K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.64K+ 0.55% |
$421K - $435K
|
1.03M
$79.5M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
493New |
$36.8K - $38K
|
493
$38.1K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
174New |
$13K - $13.4K
|
174
$13.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
300New |
$22.4K - $23.1K
|
300
$23.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5New |
$373 - $385
|
5
$387
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.02K- 50.0% |
$225K - $233K
|
3.02K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
17KNew |
$1.27M - $1.31M
|
17K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
15New |
$1.12K - $1.16K
|
15
$1.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
80New |
$5.97K - $6.16K
|
80
$6.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.11KNew |
$456K - $470K
|
6.11K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
12.9KNew |
$964K - $995K
|
12.9K
$999K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
100New |
$7.46K - $7.7K
|
100
$7.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
2.46KNew |
$184K - $189K
|
2.46K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
27.7KNew |
$2.07M - $2.13M
|
27.7K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.66KNew |
$198K - $205K
|
2.66K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
854+ 29.83% |
$63.7K - $65.8K
|
3.72K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-173- 5.61% |
$12.9K - $13.3K
|
2.91K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
3.6KNew |
$269K - $277K
|
3.6K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-7.76K- 63.59% |
$579K - $598K
|
4.44K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.65KNew |
$123K - $127K
|
1.65K
$128K
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-883- 22.19% |
$65.9K - $68K
|
3.1K
$239K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 78.67% |
$881K - $909K
|
3.2K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-300- 9.32% |
$22.4K - $23.1K
|
2.92K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.63KNew |
$196K - $202K
|
2.63K
$203K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5.03KNew |
$375K - $387K
|
5.03K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
140KNew |
$10.5M - $10.8M
|
140K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-787- 41.55% |
$58.7K - $60.6K
|
1.11K
$85.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-64.8K- 96.0% |
$4.84M - $4.99M
|
2.7K
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
11.2KNew |
$835K - $862K
|
11.2K
$866K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
210+ 6.68% |
$15.7K - $16.2K
|
3.35K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-175- 2.74% |
$13.1K - $13.5K
|
6.21K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
808New |
$60.3K - $62.2K
|
808
$62.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
79+ 0.98% |
$5.9K - $6.09K
|
8.11K
$627K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.85KNew |
$212K - $219K
|
2.85K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
288New |
$21.5K - $22.2K
|
288
$22.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-5.83K- 7.24% |
$435K - $449K
|
74.7K
$5.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-356- 9.64% |
$26.6K - $27.4K
|
3.34K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
324New |
$24.2K - $25K
|
324
$25.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
9.92KNew |
$741K - $764K
|
9.92K
$767K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.63KNew |
$196K - $202K
|
2.63K
$203K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-38- 1.48% |
$2.84K - $2.93K
|
2.53K
$195K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.62KNew |
$195K - $201K
|
2.62K
$202K
|
|