Purchases and Sales Made in Q1 2025 in Vanguard Bd Index Fd Inc Long (BLV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Long (BLV) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC LONG .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
5.34M+ 23884.26% |
$357M - $382M
|
5.36M
$364M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
853K+ 2254.62% |
$57.1M - $61M
|
891K
$60.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
457KNew |
$30.6M - $32.7M
|
457K
$31M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
390K+ 4.28% |
$26.1M - $27.9M
|
9.5M
$645M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
180K+ 21.68% |
$12.1M - $12.9M
|
1.01M
$68.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
150K+ 37.59% |
$10.1M - $10.8M
|
550K
$37.4M
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
132KNew |
$8.81M - $9.43M
|
132K
$8.95M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
123K+ 533.07% |
$8.23M - $8.8M
|
146K
$9.92M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
111K+ 21.94% |
$7.4M - $7.92M
|
615K
$41.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Platt Investment Counsel, LLC
|
BUY
|
- |
90.1KNew |
$6.03M - $6.45M
|
90.1K
$6.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
77.4K+ 1721.57% |
$5.17M - $5.54M
|
81.8K
$5.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
74.3KNew |
$4.97M - $5.32M
|
74.3K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
68.9K+ 113.63% |
$4.61M - $4.93M
|
130K
$8.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Lincoln National Corp
|
BUY
|
- |
65.8K+ 2.84% |
$4.4M - $4.71M
|
2.38M
$162M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62K+ 44.41% |
$4.15M - $4.44M
|
202K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
52.2K+ 993.48% |
$3.49M - $3.74M
|
57.5K
$3.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47.4K+ 2.02% |
$3.17M - $3.39M
|
2.39M
$163M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
38.6KNew |
$2.58M - $2.76M
|
38.6K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.3K+ 14.93% |
$2.56M - $2.74M
|
295K
$20M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
37.9K+ 9.38% |
$2.54M - $2.72M
|
442K
$30M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
37.9K+ 335.77% |
$2.54M - $2.71M
|
49.2K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
35.3K+ 20.87% |
$2.36M - $2.53M
|
205K
$13.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
34.5KNew |
$2.3M - $2.47M
|
34.5K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.6K+ 51.7% |
$1.78M - $1.9M
|
78K
$5.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
25.1K+ 22.54% |
$1.68M - $1.8M
|
137K
$9.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
24.1K+ 128.6% |
$1.61M - $1.72M
|
42.8K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
23.8KNew |
$1.59M - $1.7M
|
23.8K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
23.4K+ 24.27% |
$1.56M - $1.67M
|
120K
$8.13M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
22.6K+ 22.88% |
$1.51M - $1.62M
|
121K
$8.23M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
22.6K+ 20.47% |
$1.51M - $1.61M
|
133K
$9.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21.6K+ 17.85% |
$1.44M - $1.54M
|
142K
$9.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
19.5K+ 5.45% |
$1.31M - $1.4M
|
378K
$25.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
18.6K+ 12.34% |
$1.24M - $1.33M
|
169K
$11.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
14.9KNew |
$994K - $1.06M
|
14.9K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.8K+ 45.93% |
$926K - $991K
|
44K
$2.99M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
13.6K+ 29.21% |
$907K - $970K
|
60K
$4.07M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.6K+ 27.24% |
$844K - $903K
|
59K
$4.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12K+ 1.99% |
$806K - $862K
|
618K
$42M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
10.6K+ 98.59% |
$707K - $756K
|
21.3K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5K+ 4.27% |
$702K - $751K
|
257K
$17.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10K+ 111277.78% |
$670K - $717K
|
10K
$681K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.2K+ 665.7% |
$615K - $658K
|
10.6K
$719K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
9.15K+ 39.07% |
$612K - $655K
|
32.6K
$2.21M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
9.11K+ 215.92% |
$610K - $652K
|
13.3K
$906K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.08K+ 5.68% |
$608K - $650K
|
169K
$11.5M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.05KNew |
$606K - $648K
|
9.05K
$615K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.01K+ 17.54% |
$602K - $644K
|
60.3K
$4.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.77K+ 10.5% |
$587K - $628K
|
92.3K
$6.27M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.6K+ 49.6% |
$575K - $616K
|
25.9K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
8.22K+ 11.47% |
$550K - $588K
|
79.9K
$5.43M
|