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 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
258New |
$19.2K - $20K
|
258
$20K
|
|
Oct 12, 2022
Q3 2022
|
Swm Advisors
|
BUY
|
- |
2.46K+ 2.96% |
$183K - $191K
|
85.7K
$6.62M
|
|
Oct 12, 2022
Q3 2022
|
Addison Capital CO
|
SELL
|
- |
-32- 1.07% |
$2.38K - $2.48K
|
2.97K
$230K
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
915+ 3.62% |
$68.2K - $70.9K
|
26.2K
$2.02M
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-817- 16.99% |
$60.9K - $63.3K
|
3.99K
$309K
|
|
Q2 2022 | |||||||
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
24+ 0.09% |
$1.82K - $1.87K
|
28.1K
$2.17M
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-699- 12.38% |
$52.9K - $54.3K
|
4.95K
$382K
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
464New |
$35.1K - $36.1K
|
464
$35.9K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-525Closed |
$39.7K - $40.8K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-753- 85.37% |
$57K - $58.5K
|
129
$9.98K
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-9.37KClosed |
$709K - $728K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-165Closed |
$12.5K - $12.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
22.8KNew |
$1.72M - $1.77M
|
22.8K
$1.76M
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-8.33KClosed |
$630K - $647K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-551Closed |
$41.7K - $42.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.22KClosed |
$244K - $251K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$75.7 - $77.7
|
1
$77.3
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.93K- 5.45% |
$222K - $228K
|
50.8K
$3.93M
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
93+ 3.44% |
$7.04K - $7.23K
|
2.8K
$217K
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-13.6KClosed |
$1.03M - $1.06M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-104KClosed |
$7.85M - $8.06M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-41.7KClosed |
$3.16M - $3.24M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-6.88KClosed |
$520K - $534K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-38- 4.22% |
$2.88K - $2.95K
|
863
$66.7K
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.57KClosed |
$195K - $200K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-9- 0.38% |
$681 - $700
|
2.38K
$184K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
89+ 0.69% |
$6.74K - $6.92K
|
13K
$1.01M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-113Closed |
$8.55K - $8.78K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-7.25KClosed |
$549K - $564K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-12.2KClosed |
$927K - $952K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.79K- 12.94% |
$135K - $139K
|
12K
$931K
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5.49KClosed |
$415K - $427K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
232KNew |
$17.5M - $18M
|
232K
$17.9M
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-26.1KClosed |
$1.98M - $2.03M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-100KClosed |
$7.57M - $7.77M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12.5KClosed |
$944K - $970K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-28.3K- 33.95% |
$2.14M - $2.2M
|
55K
$4.26M
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-1.24KClosed |
$93.5K - $96K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-3.17KClosed |
$240K - $246K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-6.11KClosed |
$463K - $475K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.9K+ 68.25% |
$220K - $226K
|
7.16K
$554K
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-21.1KClosed |
$1.6M - $1.64M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-4.36KClosed |
$330K - $339K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
13.3K+ 109.04% |
$1M - $1.03M
|
25.4K
$1.96M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.44KClosed |
$260K - $268K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3.83KClosed |
$290K - $298K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
479+ 0.98% |
$36.3K - $37.2K
|
49.5K
$3.83M
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.6KClosed |
$197K - $202K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.72KClosed |
$206K - $211K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-1.26K- 23.25% |
$95.3K - $97.9K
|
4.16K
$321K
|