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 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-810- 74.18% |
$54.2K - $58K
|
282
$19.2K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-812- 3.06% |
$54.3K - $58.1K
|
25.8K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-889- 16.2% |
$59.5K - $63.6K
|
4.6K
$312K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 1.24% |
$70K - $74.9K
|
83.6K
$5.68M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.06K- 6.08% |
$70.9K - $75.9K
|
16.4K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 22.4% |
$71.8K - $76.8K
|
3.72K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.11K- 3.81% |
$74.2K - $79.4K
|
28K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.25K- 4.73% |
$83.3K - $89.1K
|
25.1K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.26K- 8.91% |
$84.6K - $90.5K
|
12.9K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.29K- 1.5% |
$86.3K - $92.3K
|
84.5K
$5.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.33K- 21.83% |
$88.8K - $95K
|
4.75K
$323K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 5.3% |
$91.2K - $97.5K
|
24.3K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.38K- 27.99% |
$92.5K - $98.9K
|
3.56K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.39K- 29.77% |
$92.9K - $99.3K
|
3.28K
$222K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.62K- 21.29% |
$108K - $116K
|
5.97K
$406K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-1.68K- 29.76% |
$112K - $120K
|
3.96K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.72K- 32.01% |
$115K - $123K
|
3.65K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.8K- 1.91% |
$120K - $129K
|
92.5K
$6.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.83K- 16.64% |
$123K - $131K
|
9.18K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.43K- 23.88% |
$163K - $174K
|
7.75K
$527K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.47K- 17.6% |
$165K - $177K
|
11.5K
$785K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.47K- 6.76% |
$165K - $177K
|
34.1K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.48K- 6.49% |
$166K - $177K
|
35.7K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.59K- 4.86% |
$173K - $185K
|
50.6K
$3.44M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.94K- 1.16% |
$196K - $210K
|
250K
$17M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.99K- 15.38% |
$200K - $214K
|
16.5K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.02K- 10.77% |
$202K - $216K
|
25K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-3.13K- 78.53% |
$209K - $224K
|
856
$58.1K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.4K- 46.0% |
$228K - $243K
|
3.99K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.44K- 29.47% |
$230K - $246K
|
8.24K
$560K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-3.61K- 32.75% |
$242K - $259K
|
7.42K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.62K- 9.69% |
$242K - $259K
|
33.7K
$2.29M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.83K- 12.64% |
$256K - $274K
|
26.4K
$1.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.25K- 25.35% |
$285K - $304K
|
12.5K
$851K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.26K- 57.9% |
$285K - $305K
|
3.1K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.79K- 7.14% |
$320K - $343K
|
62.3K
$4.23M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.89K- 28.02% |
$327K - $350K
|
12.6K
$853K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-5.01K- 12.19% |
$335K - $359K
|
36.1K
$2.45M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.48K- 62.89% |
$366K - $392K
|
3.23K
$220K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.8K- 14.24% |
$522K - $558K
|
47K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-9K- 48.97% |
$602K - $644K
|
9.38K
$637K
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-9.57K- 50.53% |
$641K - $685K
|
9.37K
$637K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-9.65K- 2.59% |
$646K - $691K
|
363K
$24.7M
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-10.3K- 40.9% |
$689K - $737K
|
14.9K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10.6K- 36.05% |
$710K - $760K
|
18.8K
$1.28M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.4K- 26.16% |
$830K - $888K
|
35K
$2.38M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-12.9KClosed |
$861K - $921K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14.2K- 5.81% |
$952K - $1.02M
|
231K
$15.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-15.9K- 55.8% |
$1.06M - $1.14M
|
12.6K
$855K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-16.7K- 59.67% |
$1.12M - $1.2M
|
11.3K
$767K
|