Gilbert & Cook, Inc. Vanguard Bd Index Fd Inc Long Transaction History

Gilbert & Cook, Inc.

$718 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$76.82 - $91.91 $20,050 - $23,988	-261 Reduced 8.19%	2,924 $233,000
Q1 2022 May 02, 2022	SELL	$89.51 - $101.14 $27,658 - $31,252	-309 Reduced 8.84%	3,185 $292,000
Q4 2021 Jan 19, 2022	SELL	$100.51 - $106.41 $31,258 - $33,093	-311 Reduced 8.17%	3,494 $360,000
Q3 2021 Jan 20, 2022	BUY	$102.33 - $106.66 $6,958 - $7,252	68 Added 1.82%	3,805 $389,000
Q3 2021 Oct 13, 2021	SELL	$102.33 - $106.66 $18,931 - $19,732	-185 Reduced 4.72%	3,737 $389,000
Q2 2021 Jul 13, 2021	BUY	$97.54 - $103.68 $53,549 - $56,920	549 Added 16.28%	3,922 $404,000
Q1 2021 Apr 14, 2021	SELL	$96.21 - $109.25 $64,749 - $73,525	-673 Reduced 16.63%	3,373 $331,000
Q4 2020 Feb 11, 2021	BUY	$108.9 - $113.64 $440,609 - $459,787	4,046 New	4,046 $443,000

Others Institutions Holding BLV

# of Institutions

382

Shares Held

41.5M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$634 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$231 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

$159 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$147 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

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