Morningstar Investment Services LLC Vanguard Bd Index Fd Inc Inter Transaction History

Morningstar Investment Services LLC

$9.8 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 11, 2021	SELL	$92.55 - $93.62 $231,375 - $234,050	-2,500 Closed	0 $0
Q3 2020 Nov 10, 2020	BUY	$93.08 - $94.37 $23,363 - $23,686	251 Added 11.16%	2,500 $234,000
Q2 2020 Jul 30, 2020	SELL	$88.97 - $93.19 $223,403 - $234,000	-2,511 Reduced 52.75%	2,249 $210,000
Q1 2020 May 04, 2020	BUY	$83.77 - $92.22 $398,745 - $438,967	4,760 New	4,760 $424,000
Q1 2019 May 13, 2019	SELL	N/A	-3,876 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	149 Added 4.0%	3,876 $315,000
Q3 2018 Nov 08, 2018	BUY	N/A	379 Added 11.32%	3,727 $300,000
Q2 2018 Aug 03, 2018	BUY	N/A	3,348 New	3,348 $271,000
Q1 2018 May 10, 2018	SELL	N/A	-3,066 Closed	0 $0
Q4 2017 Feb 08, 2018	BUY	N/A	518 Added 20.33%	3,066 $257,000
Q3 2017 Nov 09, 2017	BUY	N/A	2,548	2,548 $216,000

Others Institutions Holding BIV

# of Institutions

897

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.27 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$583 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$581 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$555 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$467 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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