Dowling & Yahnke LLC Vanguard Bd Index Fd Inc Long Transaction History

Dowling & Yahnke LLC

$215 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$91.55 - $114.49 $640 - $801	-7 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$98.83 - $104.1 $691 - $728	7 New	7 $1,000

Others Institutions Holding BLV

# of Institutions

386

Shares Held

42.4M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$636 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$232 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$175 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$160 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$147 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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