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 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 1.16% |
$88K - $94.1K
|
115K
$7.8M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.19K+ 512.93% |
$79.6K - $85.2K
|
1.42K
$96.6K
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
1.11K+ 2.01% |
$74.5K - $79.7K
|
56.4K
$3.83M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.08K+ 4.73% |
$72.2K - $77.2K
|
23.9K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.06K+ 7.21% |
$71K - $76K
|
15.8K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
944+ 1.49% |
$63.2K - $67.6K
|
64.4K
$4.38M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
921New |
$61.6K - $65.9K
|
921
$62.6K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
896+ 3.36% |
$59.9K - $64.1K
|
27.6K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
880+ 10.91% |
$58.9K - $63K
|
8.95K
$608K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
874+ 16.92% |
$58.5K - $62.6K
|
6.04K
$410K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
861+ 24.78% |
$57.6K - $61.6K
|
4.34K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
785New |
$52.5K - $56.2K
|
785
$53.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
778+ 10.84% |
$52K - $55.7K
|
7.96K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
725+ 9.73% |
$48.5K - $51.9K
|
8.18K
$556K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
686+ 7.92% |
$45.9K - $49.1K
|
9.35K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
660+ 3.44% |
$44.2K - $47.2K
|
19.9K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
618+ 10.14% |
$41.3K - $44.2K
|
6.71K
$456K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
613+ 0.63% |
$41K - $43.9K
|
97.8K
$6.64M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
599New |
$40.1K - $42.9K
|
599
$40.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
567+ 13.97% |
$37.9K - $40.6K
|
4.63K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
561+ 8.68% |
$37.5K - $40.2K
|
7.03K
$477K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
535New |
$35.8K - $38.3K
|
535
$36.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
497+ 37.74% |
$33.2K - $35.6K
|
1.81K
$123K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
493+ 19.79% |
$33K - $35.3K
|
2.98K
$203K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
488+ 6.13% |
$32.6K - $34.9K
|
8.45K
$574K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
457+ 0.68% |
$30.6K - $32.7K
|
67.7K
$4.6M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
443+ 1.45% |
$29.6K - $31.7K
|
31K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
427+ 0.64% |
$28.6K - $30.6K
|
66.9K
$4.54M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
418+ 9.33% |
$28K - $29.9K
|
4.9K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
414+ 0.65% |
$27.7K - $29.6K
|
64.4K
$4.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
412+ 7.51% |
$27.6K - $29.5K
|
5.9K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
396+ 3.44% |
$26.5K - $28.3K
|
11.9K
$808K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
373+ 3.49% |
$25K - $26.7K
|
11.1K
$752K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
364+ 177.56% |
$24.4K - $26.1K
|
569
$38.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
363+ 7.57% |
$24.3K - $26K
|
5.16K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
356+ 1.13% |
$23.8K - $25.5K
|
31.9K
$2.17M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
350New |
$23.4K - $25K
|
350
$23.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
332New |
$22.2K - $23.8K
|
332
$22.6K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
312+ 4.12% |
$20.9K - $22.3K
|
7.88K
$535K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
307+ 0.79% |
$20.5K - $22K
|
39.2K
$2.66M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
275+ 0.99% |
$18.4K - $19.7K
|
27.9K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
247New |
$16.5K - $17.7K
|
247
$16.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
247+ 3.29% |
$16.5K - $17.7K
|
7.76K
$527K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
241+ 86.38% |
$16.1K - $17.2K
|
520
$35.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
240New |
$16.1K - $17.2K
|
240
$16.3K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
210+ 132.91% |
$14K - $15K
|
368
$25K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
208+ 48.37% |
$13.9K - $14.9K
|
638
$43.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
207+ 9.16% |
$13.8K - $14.8K
|
2.47K
$168K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
201New |
$13.4K - $14.4K
|
201
$13.7K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
199+ 0.75% |
$13.3K - $14.2K
|
26.7K
$1.81M
|