Collective Family Office LLC Vanguard Bd Index Fd Inc Long Transaction History

Collective Family Office LLC

$360 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 04, 2024	BUY	$69.16 - $76.64 $247,938 - $274,754	3,585 New	3,585 $269,000

Others Institutions Holding BLV

# of Institutions

383

Shares Held

41.4M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$628 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$229 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$173 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$158 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$145 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

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