Latest Institutional Transactions on Vanguard Bd Index Fd Inc Long (BLV)
This table provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Long (BLV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-964- 21.38% |
$60.8K - $72.8K
|
3.55K
$249K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
16+ 20.25% |
$1.01K - $1.21K
|
95
$6.68K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
398+ 276.39% |
$25.1K - $30K
|
542
$38.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
6.82K+ 17.31% |
$430K - $515K
|
46.2K
$3.25M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-7.07K- 57.06% |
$473K - $531K
|
5.32K
$374K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.15KNew |
$211K - $237K
|
3.15K
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
200+ 3.08% |
$13.4K - $15K
|
6.7K
$471K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.2MClosed |
$80.6M - $90.5M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
551+ 10.65% |
$36.9K - $41.4K
|
5.73K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
374New |
$25.1K - $28.1K
|
374
$26.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
360New |
$24.1K - $27.1K
|
360
$25.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-43- 60.56% |
$2.88K - $3.23K
|
28
$1.97K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6New |
$402 - $451
|
6
$422
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
38New |
$2.55K - $2.86K
|
38
$2.67K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
19.6KNew |
$1.31M - $1.47M
|
19.6K
$1.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
60New |
$4.02K - $4.51K
|
60
$4.22K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
154New |
$10.3K - $11.6K
|
154
$10.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
129New |
$8.64K - $9.7K
|
129
$9.07K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
112New |
$7.5K - $8.42K
|
112
$7.87K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
18New |
$1.21K - $1.35K
|
18
$1.27K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
18New |
$1.21K - $1.35K
|
18
$1.27K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100- 71.94% |
$7.28K - $7.78K
|
39
$2.74K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
38.7KNew |
$2.82M - $3.01M
|
38.7K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
772+ 2.97% |
$56.2K - $60K
|
26.7K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-362- 4.64% |
$26.4K - $28.2K
|
7.43K
$523K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
31New |
$2.26K - $2.41K
|
31
$2.18K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
309+ 1065.52% |
$22.5K - $24K
|
338
$23.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
400New |
$29.1K - $31.1K
|
400
$28.1K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.61K- 38.66% |
$190K - $203K
|
4.14K
$291K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
809New |
$58.9K - $62.9K
|
809
$56.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
30New |
$2.18K - $2.33K
|
30
$2.11K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
185New |
$13.5K - $14.4K
|
185
$13K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
53New |
$3.86K - $4.12K
|
53
$3.73K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.33KNew |
$315K - $337K
|
4.33K
$305K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
839New |
$61.1K - $65.3K
|
839
$59K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.19% |
$146 - $156
|
170
$12K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
27New |
$1.97K - $2.1K
|
27
$1.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
49+ 0.68% |
$3.57K - $3.81K
|
7.24K
$509K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.36KNew |
$245K - $261K
|
3.36K
$236K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
61KNew |
$4.44M - $4.74M
|
61K
$4.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
200New |
$14.6K - $15.6K
|
200
$14.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2K- 52.32% |
$145K - $155K
|
1.82K
$128K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-20.2K- 35.63% |
$1.47M - $1.57M
|
36.5K
$2.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
1.83KNew |
$133K - $143K
|
1.83K
$129K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
140K+ 200.0% |
$10.2M - $10.9M
|
210K
$14.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
387New |
$28.2K - $30.1K
|
387
$27.2K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-411Closed |
$29.7K - $32.3K
|
0
$0
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-2Closed |
$144 - $157
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
49New |
$3.54K - $3.85K
|
49
$3.45K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
303+ 393.51% |
$21.9K - $23.8K
|
380
$26.7K
|
|