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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-431- 1.83% |
$32.3K - $32.7K
|
23.1K
$1.81M
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
650New |
$48.7K - $49.4K
|
650
$50.9K
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-8.33K- 55.75% |
$624K - $632K
|
6.61K
$517K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
634New |
$47.5K - $48.1K
|
634
$49.6K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.41K- 29.96% |
$105K - $107K
|
3.29K
$257K
|
|
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
$6.96K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.74K+ 14944.0% |
$280K - $284K
|
3.76K
$294K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-46- 2.92% |
$3.45K - $3.49K
|
1.53K
$120K
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-75- 1.81% |
$5.62K - $5.69K
|
4.06K
$318K
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-2.08K- 29.01% |
$156K - $158K
|
5.09K
$398K
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1.31K- 5.86% |
$97.8K - $99.1K
|
21K
$1.64M
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.79KNew |
$284K - $287K
|
3.79K
$296K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.42K- 9.07% |
$181K - $184K
|
24.2K
$1.9M
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-391- 8.53% |
$29.3K - $29.7K
|
4.19K
$328K
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.02KNew |
$226K - $229K
|
3.02K
$236K
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-10.6K- 12.59% |
$794K - $804K
|
73.6K
$5.75M
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-850- 13.13% |
$63.7K - $64.5K
|
5.62K
$440K
|
|
Nov 07, 2023
Q3 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.96K+ 85.34% |
$222K - $225K
|
6.44K
$504K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
371New |
$27.8K - $28.2K
|
371
$29K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 13.13% |
$82.2K - $83.2K
|
7.25K
$567K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-52- 0.38% |
$3.9K - $3.95K
|
13.6K
$1.06M
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.88KNew |
$216K - $219K
|
2.88K
$225K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.01K+ 2.55% |
$300K - $304K
|
161K
$12.6M
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-1.62K- 23.82% |
$122K - $123K
|
5.19K
$406K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-337- 11.73% |
$25.3K - $25.6K
|
2.54K
$198K
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
4.1KNew |
$307K - $311K
|
4.1K
$321K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-440- 9.82% |
$33K - $33.4K
|
4.04K
$316K
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8.69K- 68.78% |
$651K - $660K
|
3.94K
$309K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.56KNew |
$117K - $118K
|
1.56K
$122K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
85+ 22.97% |
$6.37K - $6.45K
|
455
$35.6K
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.73K- 6.12% |
$279K - $283K
|
57.2K
$4.47M
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.1K+ 40.83% |
$158K - $160K
|
7.25K
$567K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
43New |
$3.22K - $3.26K
|
43
$3.36K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
406New |
$30.4K - $30.8K
|
406
$31.8K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-16.1K- 10.84% |
$1.21M - $1.22M
|
132K
$10.4M
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-119K- 91.61% |
$8.92M - $9.04M
|
10.9K
$853K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.05K- 49.28% |
$303K - $307K
|
4.17K
$326K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
19.7K+ 9.64% |
$1.47M - $1.49M
|
224K
$17.5M
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-105- 3.23% |
$7.87K - $7.97K
|
3.14K
$246K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-14K- 78.05% |
$1.05M - $1.06M
|
3.93K
$307K
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-600- 5.66% |
$45K - $45.6K
|
10K
$782K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
133New |
$9.97K - $10.1K
|
133
$10.4K
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.78K- 27.48% |
$134K - $135K
|
4.71K
$368K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-333- 10.46% |
$25K - $25.3K
|
2.85K
$223K
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-160K- 97.65% |
$12M - $12.1M
|
3.84K
$300K
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-5- 0.57% |
$375 - $380
|
865
$67.7K
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.17K- 12.53% |
$387K - $392K
|
36.1K
$2.82M
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.18K- 14.84% |
$88.5K - $89.7K
|
6.78K
$530K
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-5.71K- 62.34% |
$428K - $434K
|
3.45K
$270K
|