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 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-72- 1.55% |
$5.37K - $5.55K
|
4.57K
$358K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
4.36KNew |
$325K - $336K
|
4.36K
$341K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
140New |
$10.4K - $10.8K
|
140
$11K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-250- 17.99% |
$18.7K - $19.3K
|
1.14K
$89.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-61.6K- 39.69% |
$4.6M - $4.74M
|
93.6K
$7.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
4KNew |
$299K - $308K
|
4K
$313K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.27K+ 9.46% |
$94.5K - $97.5K
|
14.7K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
10K+ 76.92% |
$746K - $770K
|
23K
$1.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
18.7K+ 4.49% |
$1.39M - $1.44M
|
435K
$34M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
891New |
$66.5K - $68.6K
|
891
$69.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-3.21KClosed |
$240K - $247K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.74K- 29.92% |
$130K - $134K
|
4.07K
$318K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.33% |
$74.6 - $77
|
76
$5.95K
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
BUY
|
- |
15+ 0.02% |
$1.12K - $1.16K
|
88.6K
$6.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13.3KNew |
$995K - $1.03M
|
13.3K
$1.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
699New |
$52.2K - $53.8K
|
699
$54.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.67KNew |
$274K - $283K
|
3.67K
$287K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-150- 4.96% |
$11.2K - $11.6K
|
2.87K
$225K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
27New |
$2.02K - $2.08K
|
27
$2.11K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-729- 7.47% |
$54.4K - $56.2K
|
9.03K
$707K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
62New |
$4.63K - $4.78K
|
62
$4.85K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
29+ 1.01% |
$2.16K - $2.23K
|
2.91K
$228K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-25- 19.53% |
$1.87K - $1.93K
|
103
$8.06K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.96KNew |
$221K - $228K
|
2.96K
$231K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.75K- 32.28% |
$131K - $135K
|
3.67K
$287K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
33+ 1.11% |
$2.46K - $2.54K
|
3.01K
$235K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-354- 10.65% |
$26.4K - $27.3K
|
2.97K
$232K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.19% |
$74.6 - $77
|
515
$40.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
3.26KNew |
$244K - $251K
|
3.26K
$255K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-96- 3.5% |
$7.17K - $7.39K
|
2.65K
$207K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
255New |
$19K - $19.6K
|
255
$20K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.32K- 36.47% |
$248K - $256K
|
5.78K
$452K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
69.1K+ 49.84% |
$5.16M - $5.33M
|
208K
$16.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.16K- 0.82% |
$161K - $166K
|
263K
$20.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-336- 11.19% |
$25.1K - $25.9K
|
2.67K
$209K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-73- 0.94% |
$5.45K - $5.62K
|
7.69K
$601K
|
|
|
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
$3.83M
|
|
| Q3 2023 | |||||||
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-95.4K- 22.71% |
$7.15M - $7.25M
|
325K
$25.4M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.8K- 49.47% |
$210K - $213K
|
2.86K
$224K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
912New |
$68.4K - $69.2K
|
912
$71.4K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.73KNew |
$205K - $208K
|
2.73K
$214K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
10New |
$750 - $759
|
10
$782
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.61KNew |
$270K - $274K
|
3.61K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-58- 1.86% |
$4.35K - $4.4K
|
3.06K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-14.2K- 33.81% |
$1.06M - $1.07M
|
27.7K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-35- 1.21% |
$2.62K - $2.66K
|
2.85K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
21+ 0.61% |
$1.57K - $1.59K
|
3.47K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.46K+ 8.58% |
$334K - $339K
|
56.4K
$4.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.33K- 3.58% |
$100K - $101K
|
36K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-7.35K- 19.06% |
$551K - $558K
|
31.2K
$2.44M
|
|