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 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-18.7K- 55.87% |
$1.27M - $1.41M
|
14.7K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.9K- 19.26% |
$1.36M - $1.5M
|
83.5K
$5.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-20.9K- 15.59% |
$1.43M - $1.58M
|
113K
$7.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.4K- 10.08% |
$1.94M - $2.14M
|
253K
$17.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-32K- 67.55% |
$2.18M - $2.41M
|
15.4K
$1.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-39.6K- 58.2% |
$2.71M - $2.99M
|
28.5K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-43K- 7.86% |
$2.94M - $3.25M
|
504K
$35.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-45.6K- 8.86% |
$3.11M - $3.44M
|
468K
$32.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-50.9K- 91.16% |
$3.48M - $3.84M
|
4.94K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-53.9K- 97.77% |
$3.68M - $4.07M
|
1.23K
$86.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-54.9K- 69.16% |
$3.75M - $4.14M
|
24.5K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-61.7K- 24.74% |
$4.21M - $4.66M
|
188K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-67.5K- 52.64% |
$4.6M - $5.09M
|
60.7K
$4.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-76K- 15.49% |
$5.19M - $5.73M
|
415K
$29M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-81.7K- 89.06% |
$5.57M - $6.16M
|
10K
$703K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-90K- 22.17% |
$6.14M - $6.79M
|
316K
$22.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-92.2K- 1.0% |
$6.29M - $6.96M
|
9.11M
$638M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-200K- 98.16% |
$13.7M - $15.1M
|
3.75K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-297K- 22.58% |
$20.3M - $22.4M
|
1.02M
$71.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-305K- 81.68% |
$20.8M - $23M
|
68.3K
$4.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-332K- 70.37% |
$22.6M - $25M
|
140K
$9.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-395K- 32.19% |
$26.9M - $29.8M
|
831K
$58.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-484K- 31.36% |
$33M - $36.5M
|
1.06M
$74.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-544K- 96.06% |
$37.1M - $41M
|
22.3K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.1M- 32.82% |
$75.3M - $83.2M
|
2.26M
$158M
|