Institutional Ownership Vanguard Bd Index Fd Inc Long (BLV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Long (BLV). We have compiled data on the 384 institutions that hold shares in the stock, with a total of 41.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,201,301
shares
|
$636 Million
0.23% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,359,624
shares
|
$232 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,534,316
shares
|
$175 Million
0.09% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
2,313,911
shares
|
$160 Million
0.62% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Lincoln National Corp
|
Oct 24, 2024 Q3 2024 |
2,127,753
shares
|
$147 Million
5.15% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,542,443
shares
|
$107 Million
0.01% of portfolio
|
Q3 2024
Added 38.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,317,185
shares
|
$91 Million
0.01% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,226,058
shares
|
$84.7 Million
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,044,279
shares
|
$72.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
961,364
shares
|
$66.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
660,092
shares
|
$45.6 Million
4.34% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
616,376
shares
|
$42.6 Million
0.16% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Beacon Capital Management, Inc.
|
Oct 15, 2024 Q3 2024 |
566,440
shares
|
$39.1 Million
1.83% of portfolio
|
Q3 2024
Added 19.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
547,401
shares
|
$37.8 Million
0.09% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
514,015
shares
|
$35.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.61%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
471,479
shares
|
$32.6 Million
0.05% of portfolio
|
Q3 2024
Added 338.83%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
431,041
shares
|
$29.8 Million
8.86% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
414,511
shares
|
$28.6 Million
5.0% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
378,332
shares
|
$26.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
372,965
shares
|
$25.8 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
372,620
shares
|
$25.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
358,212
shares
|
$24.7 Million
13.71% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
322,069
shares
|
$22.2 Million
3.96% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
320,628
shares
|
$22.1 Million
0.0% of portfolio
|
Q3 2024
Added 19.07%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
315,856
shares
|
$21.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 22.17%
|