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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-185K- 34.03% |
$14M - $14.2M
|
358K
$27.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-86.1K- 60.76% |
$6.5M - $6.63M
|
55.6K
$4.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-252- 7.48% |
$19K - $19.4K
|
3.12K
$241K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-458- 11.11% |
$34.6K - $35.3K
|
3.66K
$283K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
100KNew |
$7.59M - $7.73M
|
100K
$7.77M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-198- 3.98% |
$15K - $15.2K
|
4.78K
$369K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.28% |
$75.5 - $77
|
354
$27.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
10.6KNew |
$797K - $813K
|
10.6K
$817K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.8KNew |
$211K - $215K
|
2.8K
$216K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.64% |
$75.5 - $77
|
157
$12.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
171New |
$12.9K - $13.2K
|
171
$13.2K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-256- 6.8% |
$19.3K - $19.7K
|
3.51K
$271K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
180New |
$13.6K - $13.9K
|
180
$13.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-712- 16.97% |
$53.8K - $54.8K
|
3.48K
$269K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.28K- 77.43% |
$96.4K - $98.2K
|
372
$28.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.11% |
$10.6K - $10.8K
|
12.5K
$965K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-129- 0.35% |
$9.74K - $9.93K
|
36.7K
$2.84M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-148- 2.46% |
$11.2K - $11.4K
|
5.88K
$454K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-136- 66.02% |
$10.3K - $10.5K
|
70
$5.41K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
740New |
$55.9K - $57K
|
740
$57.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-30.8K- 87.19% |
$2.32M - $2.37M
|
4.52K
$349K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.94KNew |
$222K - $226K
|
2.94K
$227K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
5.39KNew |
$407K - $415K
|
5.39K
$417K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.31% |
$151 - $154
|
638
$49.3K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-283- 6.37% |
$21.4K - $21.8K
|
4.16K
$321K
|
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
BUY
|
- |
8.86KNew |
$669K - $682K
|
8.86K
$685K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-339- 17.11% |
$25.6K - $26.1K
|
1.64K
$127K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-973- 15.82% |
$73.5K - $74.9K
|
5.18K
$400K
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
31+ 0.51% |
$2.34K - $2.39K
|
6.06K
$469K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
21+ 0.37% |
$1.59K - $1.62K
|
5.65K
$437K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-245- 5.25% |
$18.5K - $18.9K
|
4.42K
$342K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
24New |
$1.81K - $1.85K
|
24
$1.86K
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
37+ 1.36% |
$2.79K - $2.85K
|
2.75K
$213K
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
2.9KNew |
$219K - $223K
|
2.9K
$224K
|
|
| Q1 2023 | |||||||
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
164New |
$12.2K - $12.6K
|
164
$12.7K
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-301- 9.32% |
$22.5K - $23.1K
|
2.93K
$226K
|
|
|
Mar 11, 2024
Q1 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-233KClosed |
$17.4M - $17.9M
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
50New |
$3.73K - $3.84K
|
50
$3.87K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-21.4KClosed |
$1.6M - $1.64M
|
0
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
210+ 0.13% |
$15.7K - $16.1K
|
160K
$12.4M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
26.7K+ 14.56% |
$2M - $2.05M
|
210K
$16.3M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
129+ 84.31% |
$9.63K - $9.9K
|
282
$21.8K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.29K- 18.95% |
$96.2K - $98.9K
|
5.51K
$426K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
686New |
$51.2K - $52.7K
|
686
$53K
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-500- 10.26% |
$37.3K - $38.4K
|
4.37K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
92.9K+ 129.06% |
$6.94M - $7.13M
|
165K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
19.4KNew |
$1.45M - $1.49M
|
19.4K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.02% |
$224 - $230
|
12.7K
$980K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
482+ 1.27% |
$36K - $37K
|
38.4K
$2.97M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-18.8K- 87.04% |
$1.4M - $1.44M
|
2.79K
$216K
|
|