Vest Gen Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 4,351 shares of BND stock, worth $319,798. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,351

Holding current value

$319,798

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$71.17 - $73.66 $309,660 - $320,494	4,351 New	4,351 $320 Million

Others Institutions Holding BND

# of Institutions

1,772

Shares Held

1.08B

Call Options Held

42.5K

Put Options Held

30.1K

Morgan Stanley New York, NY

127M
Shares

$9.36 Billion
0.69% of portfolio
Northwestern Mutual Wealth Management CO

119M
Shares

$8.74 Billion
7.2% of portfolio
Creative Planning Overland Park, KS

109M
Shares

$7.98 Billion
7.53% of portfolio
Jpmorgan Chase & CO New York, NY

103M
Shares

$7.59 Billion
0.59% of portfolio
Vanguard Group Inc Valley Forge, PA

62.8M
Shares

$4.61 Billion
0.09% of portfolio

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Vest Gen Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History