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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
169+ 4.51% |
$11.5K - $12.7K
|
3.92K
$276K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
32.8KNew |
$2.24M - $2.47M
|
32.8K
$2.31M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
78+ 1.89% |
$5.32K - $5.88K
|
4.2K
$296K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.85K+ 50.8% |
$126K - $139K
|
5.49K
$386K
|
|
Jan 15, 2025
Q4 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-101- 0.12% |
$6.89K - $7.62K
|
86K
$6.05M
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.16KNew |
$216K - $238K
|
3.16K
$223K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
740+ 1193.55% |
$50.5K - $55.8K
|
802
$56.5K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.56K+ 96.75% |
$584K - $646K
|
17.4K
$1.23M
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-32K- 67.55% |
$2.18M - $2.41M
|
15.4K
$1.08M
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.31K- 4.3% |
$158K - $174K
|
51.3K
$3.62M
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6.76K+ 35.67% |
$461K - $510K
|
25.7K
$1.81M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
762+ 22.45% |
$52K - $57.5K
|
4.16K
$293K
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-16.5K- 4.88% |
$1.13M - $1.25M
|
322K
$22.7M
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.55K+ 9.48% |
$310K - $343K
|
52.5K
$3.7M
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
299+ 0.08% |
$20.4K - $22.6K
|
358K
$25.2M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
94+ 1.05% |
$6.42K - $7.09K
|
9.04K
$637K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-724- 1.17% |
$49.4K - $54.6K
|
60.9K
$4.29M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
885+ 8.49% |
$60.4K - $66.7K
|
11.3K
$796K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-615- 5.63% |
$42K - $46.4K
|
10.3K
$726K
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
10.3KNew |
$700K - $774K
|
10.3K
$723K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
22.6K+ 70.27% |
$1.54M - $1.7M
|
54.8K
$3.86M
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.09K+ 2.27% |
$143K - $158K
|
94.3K
$6.64M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.41K+ 50.44% |
$164K - $182K
|
7.19K
$506K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
831+ 11.63% |
$56.7K - $62.7K
|
7.98K
$562K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.64K+ 49.38% |
$248K - $275K
|
11K
$776K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-217- 2.65% |
$14.8K - $16.4K
|
7.96K
$561K
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-624- 2.69% |
$42.6K - $47.1K
|
22.6K
$1.59M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 1.54% |
$205 - $226
|
198
$13.9K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-346- 34.19% |
$23.6K - $26.1K
|
666
$46.9K
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-200K- 98.16% |
$13.7M - $15.1M
|
3.75K
$264K
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.09K+ 3.31% |
$74.3K - $82.1K
|
34K
$2.39M
|
|
Q3 2024 | |||||||
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
4.38KNew |
$303K - $336K
|
4.38K
$309K
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.61KNew |
$319K - $353K
|
4.61K
$325K
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
509New |
$35.2K - $39K
|
509
$35.8K
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.75KNew |
$190K - $211K
|
2.75K
$193K
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
6.67K+ 51.34% |
$461K - $511K
|
19.7K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-77.2K- 94.8% |
$5.34M - $5.91M
|
4.24K
$298K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-15- 1.07% |
$1.04K - $1.15K
|
1.38K
$97.3K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
489+ 12.43% |
$33.8K - $37.5K
|
4.42K
$312K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17- 0.5% |
$1.18K - $1.3K
|
3.37K
$237K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
504+ 3.95% |
$34.9K - $38.6K
|
13.3K
$935K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
39New |
$2.7K - $2.99K
|
39
$2.75K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.95KNew |
$342K - $379K
|
4.95K
$349K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.95KNew |
$204K - $226K
|
2.95K
$208K
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-96- 32.43% |
$6.64K - $7.36K
|
200
$14.1K
|
|
Nov 12, 2024
Q3 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
42.5KNew |
$2.94M - $3.26M
|
42.5K
$2.99M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-351- 1.32% |
$24.3K - $26.9K
|
26.3K
$1.85M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
83+ 1.9% |
$5.74K - $6.36K
|
4.45K
$313K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14KNew |
$968K - $1.07M
|
14K
$986K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.73KNew |
$327K - $362K
|
4.73K
$333K
|