Svb Wealth LLC Vanguard Bd Index Fd Inc Long Transaction History

Svb Wealth LLC

$1.85 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$76.82 - $91.91 $1,920 - $2,297	-25 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$89.51 - $101.14 $2,237 - $2,528	25 New	25 $2,000

Others Institutions Holding BLV

# of Institutions

407

Shares Held

47M

Call Options Held

41.1K

Put Options Held

11.1K

Envestnet Asset Management Inc

10.1M
Shares

$723 Million
0.21% of portfolio
Lpl Financial LLC Fort Mill, SC

3.68M
Shares

$265 Million
0.09% of portfolio
Lincoln National Corp

2.4M
Shares

$173 Million
5.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.27M
Shares

$164 Million
0.68% of portfolio
Wells Fargo & Company San Francisco, CA

2.01M
Shares

$145 Million
0.03% of portfolio

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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