Latest Institutional Sells of Vanguard Bd Index Fd Inc Short (BSV)
This list provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Short (BSV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-618- 71.2% |
$46.7K - $47.6K
|
250
$19.6K
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-500- 6.34% |
$37.8K - $38.5K
|
7.39K
$579K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-472- 2.82% |
$35.6K - $36.3K
|
16.3K
$1.28M
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-409- 8.37% |
$30.9K - $31.5K
|
4.48K
$351K
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-339- 17.11% |
$25.6K - $26.1K
|
1.64K
$129K
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-283- 6.37% |
$21.4K - $21.8K
|
4.16K
$326K
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-256- 6.8% |
$19.3K - $19.7K
|
3.51K
$275K
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-252- 7.48% |
$19K - $19.4K
|
3.12K
$244K
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-245- 5.25% |
$18.5K - $18.9K
|
4.42K
$346K
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-198- 3.98% |
$15K - $15.2K
|
4.78K
$374K
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-148- 2.46% |
$11.2K - $11.4K
|
5.88K
$460K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.11% |
$10.6K - $10.8K
|
12.5K
$977K
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-136- 66.02% |
$10.3K - $10.5K
|
70
$5.49K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-129- 0.35% |
$9.74K - $9.93K
|
36.7K
$2.88M
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-70- 0.93% |
$5.29K - $5.39K
|
7.5K
$587K
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-68- 74.73% |
$5.14K - $5.23K
|
23
$1.8K
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.02% |
$75.5 - $77
|
5.01K
$392K
|
|
Q1 2023 | |||||||
Mar 11, 2024
Q1 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-233KClosed |
$17.4M - $17.9M
|
0
$0
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-40.9K- 4.68% |
$3.06M - $3.14M
|
833K
$65.3M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-21.4KClosed |
$1.6M - $1.64M
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-18.8K- 87.04% |
$1.4M - $1.44M
|
2.79K
$219K
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-11.5K- 9.95% |
$862K - $886K
|
104K
$8.18M
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.07K- 39.04% |
$154K - $159K
|
3.23K
$253K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.01K- 96.41% |
$150K - $155K
|
75
$5.88K
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.78K- 29.98% |
$133K - $136K
|
4.15K
$325K
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.38K- 33.72% |
$103K - $106K
|
2.71K
$213K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.01K- 27.36% |
$75.6K - $77.8K
|
2.69K
$211K
|
|
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 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-600- 48.0% |
$44.8K - $46.1K
|
650
$50.9K
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-500- 10.26% |
$37.3K - $38.4K
|
4.37K
$343K
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-427- 10.23% |
$31.9K - $32.8K
|
3.75K
$293K
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-301- 9.32% |
$22.5K - $23.1K
|
2.93K
$229K
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-264- 8.6% |
$19.7K - $20.3K
|
2.81K
$220K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-167- 4.26% |
$12.5K - $12.8K
|
3.76K
$294K
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-111- 3.84% |
$8.29K - $8.52K
|
2.78K
$218K
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-46- 7.73% |
$3.43K - $3.53K
|
549
$43K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-35- 7.64% |
$2.61K - $2.69K
|
423
$33.1K
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-12- 0.44% |
$896 - $921
|
2.72K
$213K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-593K- 4.31% |
$43.9M - $45M
|
13.1M
$1.03B
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-108K- 99.25% |
$8.03M - $8.22M
|
818
$64.1K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-11.9K- 35.81% |
$881K - $902K
|
21.3K
$1.67M
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.26K- 12.21% |
$463K - $475K
|
45K
$3.52M
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-5.99K- 60.6% |
$444K - $454K
|
3.9K
$305K
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.96KClosed |
$219K - $224K
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.91K- 1.1% |
$215K - $221K
|
261K
$20.5M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.25K- 14.91% |
$167K - $171K
|
12.9K
$1.01M
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 33.0% |
$104K - $106K
|
2.84K
$222K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.39K- 6.11% |
$103K - $106K
|
21.4K
$1.68M
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.38K- 32.32% |
$103K - $105K
|
2.9K
$227K
|