West Oak Capital, LLC Vanguard Bd Index Fd Inc Inter Transaction History

West Oak Capital, LLC

$5.38 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 20, 2021	SELL	$88.27 - $90.15 $706 - $721	-8 Closed	0 $0
Q4 2020 Jan 08, 2021	BUY	$92.55 - $93.62 $740 - $748	8 New	8 $1,000

Others Institutions Holding BIV

# of Institutions

898

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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