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 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-449- 4.15% |
$30K - $32.1K
|
10.4K
$704K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-387- 11.21% |
$25.9K - $27.7K
|
3.07K
$208K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1.65K+ 82.21% |
$110K - $118K
|
3.66K
$248K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
497+ 37.74% |
$33.2K - $35.6K
|
1.81K
$123K
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-889- 16.2% |
$59.5K - $63.6K
|
4.6K
$312K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
6New |
$401 - $429
|
6
$408
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-658- 22.94% |
$44K - $47.1K
|
2.21K
$150K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-147- 93.63% |
$9.83K - $10.5K
|
10
$679
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
364+ 177.56% |
$24.4K - $26.1K
|
569
$38.7K
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
34.5KNew |
$2.3M - $2.47M
|
34.5K
$2.34M
|
|
Apr 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
62+ 0.74% |
$4.15K - $4.44K
|
8.47K
$575K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
86+ 1.89% |
$5.75K - $6.16K
|
4.64K
$315K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-102K- 34.2% |
$6.81M - $7.28M
|
196K
$13.3M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
332New |
$22.2K - $23.8K
|
332
$22.6K
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
16+ 0.12% |
$1.07K - $1.15K
|
13.3K
$906K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.94K+ 6.47% |
$264K - $282K
|
64.9K
$4.41M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.8K+ 45.93% |
$926K - $991K
|
44K
$2.99M
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
785New |
$52.5K - $56.2K
|
785
$53.3K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
77.4K+ 1721.57% |
$5.17M - $5.54M
|
81.8K
$5.56M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
201New |
$13.4K - $14.4K
|
201
$13.7K
|
|
Apr 29, 2025
Q1 2025
|
Lincoln National Corp
|
BUY
|
- |
65.8K+ 2.84% |
$4.4M - $4.71M
|
2.38M
$162M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21.6K+ 17.85% |
$1.44M - $1.54M
|
142K
$9.67M
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
207+ 9.16% |
$13.8K - $14.8K
|
2.47K
$168K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
390K+ 4.28% |
$26.1M - $27.9M
|
9.5M
$645M
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
29+ 0.17% |
$1.94K - $2.08K
|
17.2K
$1.17M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-3.13K- 78.53% |
$209K - $224K
|
856
$58.1K
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-90- 0.41% |
$6.02K - $6.44K
|
21.6K
$1.47M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-91- 8.12% |
$6.09K - $6.51K
|
1.03K
$70K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.99K- 15.38% |
$200K - $214K
|
16.5K
$1.12M
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
18.6K+ 12.34% |
$1.24M - $1.33M
|
169K
$11.5M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
896+ 3.36% |
$59.9K - $64.1K
|
27.6K
$1.87M
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-9.65K- 2.59% |
$646K - $691K
|
363K
$24.7M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
944+ 1.49% |
$63.2K - $67.6K
|
64.4K
$4.38M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.33KNew |
$289K - $310K
|
4.33K
$294K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.33K- 21.83% |
$88.8K - $95K
|
4.75K
$323K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
412+ 7.51% |
$27.6K - $29.5K
|
5.9K
$401K
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
74.3KNew |
$4.97M - $5.32M
|
74.3K
$5.05M
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
7New |
$468 - $501
|
7
$476
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
21+ 0.46% |
$1.4K - $1.5K
|
4.57K
$310K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-134- 68.02% |
$8.96K - $9.59K
|
63
$4.28K
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$134 - $143
|
14.5K
$985K
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
5.28KNew |
$353K - $378K
|
5.28K
$359K
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-185K- 98.3% |
$12.3M - $13.2M
|
3.18K
$216K
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8New |
$535 - $573
|
8
$543
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
19.5K+ 5.45% |
$1.31M - $1.4M
|
378K
$25.7M
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.8K- 14.24% |
$522K - $558K
|
47K
$3.19M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-36- 50.0% |
$2.41K - $2.58K
|
36
$2.45K
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-91K- 28.27% |
$6.09M - $6.52M
|
231K
$15.7M
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.1KNew |
$208K - $222K
|
3.1K
$211K
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
6.12K+ 7.15% |
$409K - $438K
|
91.8K
$6.23M
|