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 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.98KNew |
$297K - $307K
|
3.98K
$308K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
33+ 1.11% |
$2.46K - $2.54K
|
3.01K
$232K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-354- 10.65% |
$26.4K - $27.3K
|
2.97K
$230K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-100- 11.98% |
$7.46K - $7.7K
|
735
$56.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.19% |
$74.6 - $77
|
515
$39.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
3.26KNew |
$244K - $251K
|
3.26K
$252K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-96- 3.5% |
$7.17K - $7.39K
|
2.65K
$205K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
255New |
$19K - $19.6K
|
255
$19.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-9.05K- 75.05% |
$675K - $697K
|
3.01K
$233K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-46- 1.35% |
$3.43K - $3.54K
|
3.36K
$260K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.32K- 36.47% |
$248K - $256K
|
5.78K
$447K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
69.1K+ 49.84% |
$5.16M - $5.33M
|
208K
$16.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.16K- 0.82% |
$161K - $166K
|
263K
$20.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-336- 11.19% |
$25.1K - $25.9K
|
2.67K
$206K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-73- 0.94% |
$5.45K - $5.62K
|
7.69K
$594K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
629K+ 655.62% |
$47M - $48.5M
|
725K
$56.1M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-15.7K- 24.26% |
$1.17M - $1.21M
|
48.9K
$3.78M
|
|
| Q3 2023 | |||||||
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.8K- 49.47% |
$210K - $213K
|
2.86K
$221K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
912New |
$68.4K - $69.2K
|
912
$70.5K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.73KNew |
$205K - $208K
|
2.73K
$211K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.81K- 56.38% |
$136K - $137K
|
1.4K
$108K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
10New |
$750 - $759
|
10
$773
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.61KNew |
$270K - $274K
|
3.61K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-58- 1.86% |
$4.35K - $4.4K
|
3.06K
$237K
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-14.2K- 33.81% |
$1.06M - $1.07M
|
27.7K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-92- 0.3% |
$6.9K - $6.99K
|
30.9K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-35- 1.21% |
$2.62K - $2.66K
|
2.85K
$220K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
21+ 0.61% |
$1.57K - $1.59K
|
3.47K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.46K+ 8.58% |
$334K - $339K
|
56.4K
$4.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.33K- 3.58% |
$100K - $101K
|
36K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-7.35K- 19.06% |
$551K - $558K
|
31.2K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-431- 1.83% |
$32.3K - $32.7K
|
23.1K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
650New |
$48.7K - $49.4K
|
650
$50.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-8.33K- 55.75% |
$624K - $632K
|
6.61K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
634New |
$47.5K - $48.1K
|
634
$49K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.41K- 29.96% |
$105K - $107K
|
3.29K
$254K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.34MClosed |
$326M - $330M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
89New |
$6.67K - $6.76K
|
89
$6.88K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.74K+ 14944.0% |
$280K - $284K
|
3.76K
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-46- 2.92% |
$3.45K - $3.49K
|
1.53K
$118K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-75- 1.81% |
$5.62K - $5.69K
|
4.06K
$314K
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-2.08K- 29.01% |
$156K - $158K
|
5.09K
$394K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1.31K- 5.86% |
$97.8K - $99.1K
|
21K
$1.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-442K- 75.09% |
$33.2M - $33.6M
|
147K
$11.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.79KNew |
$284K - $287K
|
3.79K
$293K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.42K- 9.07% |
$181K - $184K
|
24.2K
$1.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-391- 8.53% |
$29.3K - $29.7K
|
4.19K
$324K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.02KNew |
$226K - $229K
|
3.02K
$234K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-10.6K- 12.59% |
$794K - $804K
|
73.6K
$5.69M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-850- 13.13% |
$63.7K - $64.5K
|
5.62K
$435K
|
|