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 |
---|---|---|---|---|---|---|---|
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
$27.3K
|
|
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
$26.8K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
677New |
$48.9K - $53.2K
|
677
$47.7K
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-206- 7.25% |
$14.9K - $16.2K
|
2.64K
$186K
|
|
May 15, 2023
Q1 2023
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
54.3KNew |
$3.92M - $4.27M
|
54.3K
$3.82M
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
582New |
$42K - $45.8K
|
582
$41K
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
13.2KNew |
$956K - $1.04M
|
13.2K
$932K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.83KNew |
$205K - $223K
|
2.83K
$200K
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
BUY
|
- |
12.4KNew |
$892K - $971K
|
12.4K
$870K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
65New |
$4.69K - $5.11K
|
65
$4.58K
|
|
May 11, 2023
Q1 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
230KNew |
$16.6M - $18.1M
|
230K
$16.2M
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
81+ 0.92% |
$5.85K - $6.37K
|
8.93K
$629K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
65New |
$4.69K - $5.11K
|
65
$4.58K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
123New |
$8.88K - $9.67K
|
123
$8.66K
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
64New |
$4.62K - $5.03K
|
64
$4.51K
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.06KNew |
$221K - $241K
|
3.06K
$216K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.01KNew |
$217K - $237K
|
3.01K
$212K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-118K- 95.38% |
$8.52M - $9.27M
|
5.71K
$402K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
9New |
$650 - $707
|
9
$634
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.67KNew |
$265K - $288K
|
3.67K
$258K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
35New |
$2.34K - $2.73K
|
35
$2.47K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-964- 53.23% |
$64.4K - $75.2K
|
847
$59.7K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
8New |
$535 - $624
|
8
$563
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-122- 1.36% |
$8.16K - $9.52K
|
8.84K
$623K
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-31- 29.25% |
$2.07K - $2.42K
|
75
$5.28K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.16MNew |
$77.3M - $90.3M
|
1.16M
$81.4M
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
635+ 1.62% |
$42.4K - $49.6K
|
39.8K
$2.8M
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
12New |
$802 - $937
|
12
$845
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.32KNew |
$289K - $337K
|
4.32K
$304K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
972New |
$65K - $75.9K
|
972
$68.5K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
124KNew |
$8.31M - $9.71M
|
124K
$8.76M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20New |
$1.34K - $1.56K
|
20
$1.41K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
498New |
$33.3K - $38.9K
|
498
$35.1K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
320New |
$21.4K - $25K
|
320
$22.5K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
52+ 108.33% |
$3.48K - $4.06K
|
100
$7.04K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.76KNew |
$184K - $215K
|
2.76K
$194K
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.9KNew |
$260K - $304K
|
3.9K
$274K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4New |
$267 - $312
|
4
$282
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
635New |
$42.4K - $49.6K
|
635
$44.7K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-467- 84.6% |
$31.2K - $36.5K
|
85
$5.99K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
$72.9K - $85.1K
|
1.09K
$76.8K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 50.0% |
$66.9 - $78.1
|
3
$211
|
|
Q3 2022 | |||||||
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-30Closed |
$2.13K - $2.51K
|
0
$0
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-206Closed |
$14.6K - $17.2K
|
0
$0
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-872- 7.46% |
$61.9K - $72.8K
|
10.8K
$761K
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
27.8KNew |
$1.97M - $2.32M
|
27.8K
$1.96M
|