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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
239New |
$17.8K - $18.3K
|
239
$18.7K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-264- 8.6% |
$19.7K - $20.3K
|
2.81K
$220K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-40.9K- 4.68% |
$3.06M - $3.14M
|
833K
$65.3M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.38K- 33.72% |
$103K - $106K
|
2.71K
$213K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-111- 3.84% |
$8.29K - $8.52K
|
2.78K
$218K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-427- 10.23% |
$31.9K - $32.8K
|
3.75K
$293K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.5KNew |
$336K - $345K
|
4.5K
$353K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
387+ 1.52% |
$28.9K - $29.7K
|
25.9K
$2.03M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-167- 4.26% |
$12.5K - $12.8K
|
3.76K
$294K
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.72KNew |
$203K - $209K
|
2.72K
$213K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
30New |
$2.24K - $2.3K
|
30
$2.35K
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-11.5K- 9.95% |
$862K - $886K
|
104K
$8.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10+ 0.34% |
$747 - $768
|
3K
$235K
|
|
|
Apr 27, 2023
Q1 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.9KNew |
$217K - $223K
|
2.9K
$227K
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
44.6KNew |
$3.33M - $3.42M
|
44.6K
$3.49M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
5.79KNew |
$432K - $444K
|
5.79K
$453K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.04K+ 2.75% |
$77.4K - $79.6K
|
38.7K
$3.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.01K- 96.41% |
$150K - $155K
|
75
$5.88K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-600- 48.0% |
$44.8K - $46.1K
|
650
$50.9K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-46- 7.73% |
$3.43K - $3.53K
|
549
$43K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.78K- 29.98% |
$133K - $136K
|
4.15K
$325K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$74.7 - $76.8
|
3.72K
$292K
|
|
|
Apr 17, 2023
Q1 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
29.5K+ 50.43% |
$2.2M - $2.26M
|
88K
$6.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
107+ 0.99% |
$7.99K - $8.21K
|
10.9K
$854K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.07K- 39.04% |
$154K - $159K
|
3.23K
$253K
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
83+ 0.16% |
$6.2K - $6.37K
|
52.3K
$4.1M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
13.9KNew |
$1.04M - $1.07M
|
13.9K
$1.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-949- 21.61% |
$70.9K - $72.8K
|
3.44K
$270K
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-777- 21.52% |
$58K - $59.6K
|
2.83K
$222K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8.03KNew |
$600K - $617K
|
8.03K
$629K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
131New |
$9.78K - $10.1K
|
131
$10.3K
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.54KNew |
$410K - $420K
|
5.54K
$434K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.78KNew |
$502K - $514K
|
6.78K
$531K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.96KClosed |
$219K - $224K
|
0
$0
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
28.5KNew |
$2.11M - $2.16M
|
28.5K
$2.23M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
9New |
$667 - $683
|
9
$705
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.2KNew |
$311K - $319K
|
4.2K
$329K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1KNew |
$74.1K - $75.9K
|
1K
$78.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-54- 1.96% |
$4K - $4.1K
|
2.7K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.25K- 14.91% |
$167K - $171K
|
12.9K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
45+ 3.03% |
$3.33K - $3.41K
|
1.53K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-275- 72.75% |
$20.4K - $20.9K
|
103
$8.07K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.34MNew |
$247M - $253M
|
3.34M
$262M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-92- 28.93% |
$6.81K - $6.98K
|
226
$17.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
425New |
$31.5K - $32.2K
|
425
$33.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-350- 10.57% |
$25.9K - $26.6K
|
2.96K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7+ 0.14% |
$518 - $531
|
5.03K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.8KNew |
$208K - $213K
|
2.8K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-593K- 4.31% |
$43.9M - $45M
|
13.1M
$1.03B
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
19New |
$1.41K - $1.44K
|
19
$1.49K
|
|