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 |
---|---|---|---|---|---|---|---|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-37- 55.22% |
$3.56K - $4.04K
|
30
$2.11K
|
|
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
$2.67M
|
|
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 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-485Closed |
$52.8K - $55.1K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.01KClosed |
$219K - $229K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-594Closed |
$64.7K - $67.5K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-2.88KClosed |
$321K - $339K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-79Closed |
$8.79K - $9.28K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-17Closed |
$1.89K - $2K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-313Closed |
$34.8K - $36.8K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-17.9KClosed |
$1.99M - $2.1M
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-97Closed |
$10.8K - $11.4K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.99K- 39.41% |
$209K - $222K
|
3.06K
$215K
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-81Closed |
$8.52K - $9.04K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-90Closed |
$9.47K - $10K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-432Closed |
$45.4K - $48.2K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-9Closed |
$947 - $1K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-12Closed |
$1.26K - $1.34K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-757Closed |
$79.6K - $84.5K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Esl Trust Services, LLC
|
SELL
|
- |
-20.5KClosed |
$2.15M - $2.29M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-11Closed |
$1.16K - $1.23K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-572Closed |
$60.2K - $63.9K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.98KClosed |
$208K - $221K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-34Closed |
$3.58K - $3.8K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.05KClosed |
$531K - $564K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 19, 2022
Q1 2020
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-3.13KClosed |
$287K - $358K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-25.1KClosed |
$2.3M - $2.87M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-15Closed |
$1.37K - $1.72K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-4.4KClosed |
$403K - $504K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-7Closed |
$641 - $801
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-2.31KClosed |
$211K - $264K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-18.5KClosed |
$1.7M - $2.12M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-9Closed |
$824 - $1.03K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-3.6KClosed |
$330K - $412K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-10.4KClosed |
$948K - $1.19M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-304Closed |
$27.8K - $34.8K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.84KClosed |
$352K - $440K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-6.73KClosed |
$616K - $770K
|
0
$0
|