Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10+ 100.0% |
$683 - $754
|
20
$1.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
9New |
$614 - $679
|
9
$630
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 9.09% |
$410 - $453
|
72
$5.04K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.01% |
$273 - $302
|
47.4K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4+ 4.55% |
$273 - $302
|
92
$6.44K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 1.67% |
$273 - $302
|
244
$17.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 1.54% |
$205 - $226
|
198
$13.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.66% |
$137 - $151
|
306
$21.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 1.71% |
$137 - $151
|
119
$8.33K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2New |
$137 - $151
|
2
$140
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.04% |
$68.3 - $75.4
|
2.37K
$166K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-12- 0.25% |
$819 - $905
|
4.8K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-19- 0.42% |
$1.3K - $1.43K
|
4.55K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21- 0.61% |
$1.43K - $1.58K
|
3.42K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-30- 1.7% |
$2.05K - $2.26K
|
1.74K
$122K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44- 1.26% |
$3K - $3.32K
|
3.45K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-52- 0.2% |
$3.55K - $3.92K
|
26.2K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-59- 0.77% |
$4.03K - $4.45K
|
7.64K
$535K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-74- 0.35% |
$5.05K - $5.58K
|
21.3K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-75- 1.92% |
$5.12K - $5.66K
|
3.83K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-76- 1.08% |
$5.19K - $5.73K
|
6.96K
$488K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-83- 5.93% |
$5.66K - $6.26K
|
1.32K
$92.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-100- 8.19% |
$6.83K - $7.54K
|
1.12K
$78.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-101- 0.12% |
$6.89K - $7.62K
|
86K
$6.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-114- 9.87% |
$7.78K - $8.6K
|
1.04K
$72.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-122- 28.71% |
$8.33K - $9.2K
|
303
$21.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-134- 9.67% |
$9.15K - $10.1K
|
1.25K
$87.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-137- 6.39% |
$9.35K - $10.3K
|
2.01K
$141K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-141- 0.8% |
$9.62K - $10.6K
|
17.4K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-142- 9.21% |
$9.69K - $10.7K
|
1.4K
$98K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-143- 2.84% |
$9.76K - $10.8K
|
4.9K
$343K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-211- 50.72% |
$14.4K - $15.9K
|
205
$14.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-217- 2.65% |
$14.8K - $16.4K
|
7.96K
$558K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-235- 3.44% |
$16K - $17.7K
|
6.59K
$462K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-239- 6.4% |
$16.3K - $18K
|
3.5K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-262- 6.06% |
$17.9K - $19.8K
|
4.06K
$284K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-265- 1.0% |
$18.1K - $20K
|
26.3K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-297- 40.85% |
$20.3K - $22.4K
|
430
$30.1K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-299- 1.11% |
$20.4K - $22.6K
|
26.7K
$1.87M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-303- 0.82% |
$20.7K - $22.9K
|
36.6K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-306- 3.89% |
$20.9K - $23.1K
|
7.57K
$530K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-311- 3.94% |
$21.2K - $23.5K
|
7.58K
$531K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-318- 6.38% |
$21.7K - $24K
|
4.66K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-318- 11.57% |
$21.7K - $24K
|
2.43K
$170K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-334- 7.79% |
$22.8K - $25.2K
|
3.95K
$277K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-346- 34.19% |
$23.6K - $26.1K
|
666
$46.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-370- 2.54% |
$25.3K - $27.9K
|
14.2K
$994K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-447- 61.57% |
$30.5K - $33.7K
|
279
$19.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-453- 9.06% |
$30.9K - $34.2K
|
4.55K
$319K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-478- 1.6% |
$32.6K - $36.1K
|
29.4K
$2.06M
|