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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-959- 21.02% |
$71.9K - $72.8K
|
3.6K
$282K
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.14K+ 0.79% |
$160K - $162K
|
273K
$21.4M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
210K+ 91.84% |
$15.7M - $15.9M
|
439K
$34.3M
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-1.08K- 10.9% |
$81.1K - $82.2K
|
8.84K
$692K
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.69KNew |
$202K - $204K
|
2.69K
$210K
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.71KNew |
$203K - $206K
|
2.71K
$212K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
10.3KNew |
$772K - $781K
|
10.3K
$805K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
149New |
$11.2K - $11.3K
|
149
$11.7K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-16- 26.67% |
$1.2K - $1.21K
|
44
$3.44K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
215New |
$16.1K - $16.3K
|
215
$16.8K
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-105K- 84.42% |
$7.88M - $7.98M
|
19.4K
$1.52M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
2.59KNew |
$194K - $197K
|
2.59K
$203K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
37New |
$2.77K - $2.81K
|
37
$2.89K
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
11.3KNew |
$846K - $856K
|
11.3K
$882K
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-554- 5.16% |
$41.5K - $42.1K
|
10.2K
$797K
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
7.9KNew |
$592K - $599K
|
7.9K
$618K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-57- 41.91% |
$4.27K - $4.33K
|
79
$6.18K
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.85K+ 14.52% |
$213K - $216K
|
22.4K
$1.76M
|
|
Q2 2023 | |||||||
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
18+ 7.41% |
$1.36K - $1.39K
|
261
$20.4K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-27.4K- 71.95% |
$2.07M - $2.11M
|
10.7K
$834K
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
6.39K+ 22.93% |
$483K - $492K
|
34.3K
$2.68M
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-38.2K- 79.74% |
$2.89M - $2.94M
|
9.71K
$760K
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
14.8K+ 8.24% |
$1.12M - $1.14M
|
194K
$15.2M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.17KNew |
$239K - $244K
|
3.17K
$248K
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.16K- 21.85% |
$87.5K - $89.2K
|
4.15K
$324K
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-5.17K- 58.38% |
$390K - $398K
|
3.68K
$288K
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-39.4K- 29.65% |
$2.98M - $3.03M
|
93.5K
$7.32M
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
932+ 3.96% |
$70.4K - $71.7K
|
24.4K
$1.91M
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.02% |
$75.5 - $77
|
5.01K
$392K
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.38KNew |
$557K - $568K
|
7.38K
$577K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
64+ 145.45% |
$4.83K - $4.93K
|
108
$8.45K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-38.6K- 29.09% |
$2.91M - $2.97M
|
94K
$7.36M
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.24K- 29.53% |
$93.3K - $95.1K
|
2.95K
$231K
|
|
Aug 11, 2023
Q2 2023
|
Enstar Group LTD
Hamilton, D0 |
SELL
|
- |
-11.2K- 25.88% |
$848K - $865K
|
32.2K
$2.52M
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.08K- 5.68% |
$81.3K - $82.8K
|
17.9K
$1.4M
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-70- 0.93% |
$5.29K - $5.39K
|
7.5K
$587K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.61KNew |
$499K - $509K
|
6.61K
$517K
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.09KNew |
$536K - $546K
|
7.09K
$555K
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
10.1KNew |
$761K - $776K
|
10.1K
$789K
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-500- 6.34% |
$37.8K - $38.5K
|
7.39K
$578K
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.23K- 37.98% |
$92.5K - $94.3K
|
2K
$156K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
640+ 2.26% |
$48.3K - $49.3K
|
29K
$2.27M
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3New |
$227 - $231
|
3
$235
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-472- 2.82% |
$35.6K - $36.3K
|
16.3K
$1.27M
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.01KNew |
$379K - $386K
|
5.01K
$392K
|
|
Aug 08, 2023
Q2 2023
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-5.47K- 5.22% |
$413K - $421K
|
99.3K
$7.77M
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.74KNew |
$131K - $134K
|
1.74K
$136K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.48K+ 38.56% |
$490K - $499K
|
23.3K
$1.82M
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.89K- 24.91% |
$520K - $530K
|
20.8K
$1.62M
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.45KNew |
$260K - $265K
|
3.45K
$270K
|