Vanguard Personalized Indexing Management, LLC Nuveen Esg U.S. Aggregate Bond Transaction History

Vanguard Personalized Indexing Management, LLC

$6.61 Billion
Q1 2025

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	$22.27 - $24.0 $304,854 - $328,536	-13,689 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$23.88 - $25.51 $4,370 - $4,668	-183 Reduced 1.32%	13,689 $330,000
Q4 2021 Feb 23, 2022	BUY	$25.57 - $25.99 $38,355 - $38,985	1,500 Added 12.12%	13,872 $356,000
Q3 2021 Nov 09, 2021	BUY	$25.88 - $26.33 $320,187 - $325,754	12,372 New	12,372 $320,000
Q4 2020 Jan 19, 2021	SELL	$26.67 - $26.95 $281,901 - $284,861	-10,570 Closed	0 $0
Q3 2020 Oct 26, 2020	BUY	$26.94 - $27.39 $284,755 - $289,512	10,570 New	10,570 $285,000

Others Institutions Holding NUBD

# of Institutions

125

Shares Held

12.5M

Call Options Held

Put Options Held

2.69K

Morgan Stanley New York, NY

1.4M
Shares

$30.6 Million
0.0% of portfolio
First Pacific Financial

1.05M
Shares

$22.9 Million
5.67% of portfolio
Cambridge Investment Research Advisors, Inc.

875K
Shares

$19.1 Million
0.07% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

734K
Shares

$16 Million
0.07% of portfolio
Stanich Group LLC Montauk, NY

570K
Shares

$12.5 Million
9.35% of portfolio

View Full List

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