Mcdonald Partners LLC Vanguard Bd Index Fd Inc Long Transaction History

Mcdonald Partners LLC

$390 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$89.51 - $101.14 $68,833 - $77,776	-769 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$100.51 - $106.41 $77,292 - $81,829	769 New	769 $0

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

$629 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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