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 |
---|---|---|---|---|---|---|---|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-90- 5.41% |
$6.39K - $7.52K
|
1.57K
$108K
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
4.66KNew |
$331K - $389K
|
4.66K
$319K
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
42+ 0.39% |
$2.98K - $3.51K
|
10.8K
$743K
|
|
Q2 2022 | |||||||
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.02KClosed |
$155K - $185K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-25Closed |
$1.92K - $2.3K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
35+ 66.04% |
$2.69K - $3.22K
|
88
$6.03K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-640Closed |
$49.2K - $58.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.69KClosed |
$361K - $431K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-152Closed |
$11.7K - $14K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-9.4KClosed |
$722K - $864K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$76.8 - $91.9
|
1
$68.5
|
|
Aug 12, 2022
Q2 2022
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
49KNew |
$3.76M - $4.5M
|
49K
$3.36M
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
30New |
$2.3K - $2.76K
|
30
$2.06K
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
135K+ 6139.75% |
$10.4M - $12.4M
|
138K
$9.42M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-486- 88.52% |
$37.3K - $44.7K
|
63
$4.32K
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
22New |
$1.69K - $2.02K
|
22
$1.51K
|
|
Aug 11, 2022
Q2 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-3.87KClosed |
$298K - $356K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
598New |
$45.9K - $55K
|
598
$41K
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.91K- 7.57% |
$223K - $267K
|
35.5K
$2.43M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.8KNew |
$138K - $165K
|
1.8K
$123K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-162Closed |
$12.4K - $14.9K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-261- 8.19% |
$20.1K - $24K
|
2.92K
$200K
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-2.44KClosed |
$187K - $224K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.24KClosed |
$172K - $206K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.66KNew |
$204K - $244K
|
2.66K
$182K
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-3.54KClosed |
$272K - $325K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
138New |
$10.6K - $12.7K
|
138
$9.46K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-16Closed |
$1.23K - $1.47K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-266Closed |
$20.4K - $24.4K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.66K- 44.9% |
$204K - $244K
|
3.26K
$224K
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
9New |
$691 - $827
|
9
$617
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-52- 3.16% |
$3.99K - $4.78K
|
1.59K
$109K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.62K- 75.59% |
$125K - $149K
|
524
$35.9K
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
10.6KNew |
$813K - $973K
|
10.6K
$725K
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-205- 69.49% |
$15.7K - $18.8K
|
90
$6.17K
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
114New |
$8.76K - $10.5K
|
114
$7.81K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
139+ 12.93% |
$10.7K - $12.8K
|
1.21K
$83.2K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
39New |
$3K - $3.58K
|
39
$2.67K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.61KClosed |
$201K - $240K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-582Closed |
$44.7K - $53.5K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.32KClosed |
$179K - $214K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.32KClosed |
$255K - $305K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-198Closed |
$15.2K - $18.2K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-653- 86.95% |
$50.2K - $60K
|
98
$6.72K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-34Closed |
$2.61K - $3.12K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
309New |
$23.7K - $28.4K
|
309
$21.2K
|
|
Jul 12, 2022
Q2 2022
|
Insight Folios Inc
|
SELL
|
- |
-1.44K- 34.5% |
$111K - $133K
|
2.74K
$188K
|
|
Q1 2022 | |||||||
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
664New |
$59.4K - $67.2K
|
664
$45.5K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.25KClosed |
$112K - $126K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.35KClosed |
$121K - $137K
|
0
$0
|