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 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-2.8KClosed |
$287K - $299K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-3.96KClosed |
$405K - $422K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-24.2KClosed |
$2.48M - $2.58M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 06, 2024
Q2 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7New |
$683 - $726
|
7
$499
|
|
Apr 05, 2024
Q2 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-213KClosed |
$20.7M - $22M
|
0
$0
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-12Closed |
$1.17K - $1.24K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.29KClosed |
$223K - $238K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.07KClosed |
$300K - $319K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-275Closed |
$26.8K - $28.5K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-8.04KClosed |
$784K - $834K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
20New |
$1.95K - $2.07K
|
20
$1.43K
|
|
Aug 12, 2021
Q2 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-8.76KClosed |
$854K - $908K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-6.53KClosed |
$637K - $677K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.07KClosed |
$299K - $318K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.06KClosed |
$103K - $110K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
7.51KNew |
$733K - $779K
|
7.51K
$535K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8Closed |
$780 - $829
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
SELL
|
- |
-45Closed |
$4.39K - $4.67K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-242Closed |
$23.6K - $25.1K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-10.9KClosed |
$1.06M - $1.13M
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.51KClosed |
$343K - $364K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-19Closed |
$1.85K - $1.97K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-2.98KClosed |
$291K - $309K
|
0
$0
|
|
Q1 2021 | |||||||
May 18, 2021
Q1 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-20KClosed |
$1.93M - $2.19M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.57KClosed |
$247K - $281K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.63KClosed |
$253K - $287K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.82KClosed |
$175K - $199K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-10.8KClosed |
$1.03M - $1.17M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-306Closed |
$29.4K - $33.4K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Granby Capital Management, LLC
|
SELL
|
- |
-65KClosed |
$6.25M - $7.1M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-45.3KClosed |
$4.36M - $4.95M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-213Closed |
$20.5K - $23.3K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-12Closed |
$1.15K - $1.31K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-9.2KClosed |
$885K - $1M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-220Closed |
$21.2K - $24K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-37- 55.22% |
$3.56K - $4.04K
|
30
$2.14K
|
|
May 05, 2021
Q1 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-316Closed |
$30.4K - $34.5K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-72.6KClosed |
$6.99M - $7.93M
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-32Closed |
$3.08K - $3.5K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-29Closed |
$2.79K - $3.17K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-325Closed |
$31.3K - $35.5K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Shelter Mutual Insurance CO
|
BUY
|
- |
38KNew |
$3.66M - $4.15M
|
38K
$2.71M
|
|
Apr 16, 2021
Q1 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-31.2KClosed |
$3M - $3.41M
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Marks Wealth, LLC
|
SELL
|
- |
-1.9KClosed |
$182K - $207K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-130Closed |
$12.5K - $14.2K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-54Closed |
$5.88K - $6.14K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.81KClosed |
$198K - $206K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-13.7KClosed |
$1.49M - $1.56M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-17Closed |
$1.85K - $1.93K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.79KClosed |
$304K - $317K
|
0
$0
|