Advisor Resource Council Vanguard Bd Index Fd Inc Total Transaction History

Advisor Resource Council

$298 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	BUY	$68.04 - $73.9 $946,028 - $1.03 Million	13,904 New	13,904 $1.02 Million
Q2 2022 Jul 27, 2022	BUY	$73.3 - $79.23 $1.78 Million - $1.93 Million	24,306 New	24,306 $1.83 Million
Q1 2022 Apr 20, 2022	SELL	$78.72 - $84.18 $2.77 Million - $2.96 Million	-35,169 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$84.47 - $85.89 $2.01 Million - $2.04 Million	23,750 Added 207.99%	35,169 $2.98 Million
Q3 2021 Nov 16, 2021	SELL	$85.45 - $86.85 $794,685 - $807,705	-9,300 Reduced 44.89%	11,419 $977,000
Q2 2021 Aug 19, 2021	BUY	$84.67 - $85.92 $1.6 Million - $1.63 Million	18,939 Added 1063.99%	20,719 $1.78 Million
Q2 2021 Aug 13, 2021	BUY	$84.67 - $85.92 $150,712 - $152,937	1,780 New	1,780 $0

Others Institutions Holding BND

# of Institutions

1,568

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.01 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.23 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.62 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.43 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.59 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Resource Council, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Resource Council with notifications on news.