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 |
---|---|---|---|---|---|---|---|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-91K- 28.27% |
$6.09M - $6.52M
|
231K
$15.8M
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.1KNew |
$208K - $222K
|
3.1K
$213K
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
6.12K+ 7.15% |
$409K - $438K
|
91.8K
$6.29M
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.4K+ 4.76% |
$93.6K - $100K
|
30.8K
$2.11M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
45+ 1.9% |
$3.01K - $3.22K
|
2.41K
$165K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
34New |
$2.27K - $2.43K
|
34
$2.33K
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-40- 1.04% |
$2.68K - $2.86K
|
3.79K
$260K
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.3KNew |
$221K - $236K
|
3.3K
$226K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12K+ 1.99% |
$806K - $862K
|
618K
$42.4M
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
194+ 0.29% |
$13K - $13.9K
|
66K
$4.53M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
686+ 7.92% |
$45.9K - $49.1K
|
9.35K
$641K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-103- 3.89% |
$6.89K - $7.37K
|
2.55K
$175K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
247+ 3.29% |
$16.5K - $17.7K
|
7.76K
$532K
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
240New |
$16.1K - $17.2K
|
240
$16.4K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.05% |
$66.9 - $71.6
|
96
$6.58K
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
25.1K+ 22.54% |
$1.68M - $1.8M
|
137K
$9.36M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47.4K+ 2.02% |
$3.17M - $3.39M
|
2.39M
$164M
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
778+ 10.84% |
$52K - $55.7K
|
7.96K
$545K
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8K+ 266.67% |
$535K - $573K
|
11K
$754K
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-4- 0.11% |
$268 - $286
|
3.49K
$239K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-23.9K- 68.52% |
$1.6M - $1.71M
|
11K
$752K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 5.05% |
$669 - $716
|
208
$14.3K
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
SELL
|
- |
-22.8KClosed |
$1.52M - $1.63M
|
0
$0
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
38.6KNew |
$2.58M - $2.76M
|
38.6K
$2.65M
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-288- 3.01% |
$19.3K - $20.6K
|
9.29K
$637K
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.32KNew |
$222K - $237K
|
3.32K
$227K
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-303- 1.97% |
$20.3K - $21.7K
|
15.1K
$1.03M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
195New |
$13K - $14K
|
195
$13.4K
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.58% |
$3.48K - $3.72K
|
9.09K
$623K
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-131K- 31.71% |
$8.79M - $9.41M
|
283K
$19.4M
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-700- 6.19% |
$46.8K - $50.1K
|
10.6K
$727K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.01K+ 17.54% |
$602K - $644K
|
60.3K
$4.13M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-15.9K- 55.8% |
$1.06M - $1.14M
|
12.6K
$862K
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.2% |
$3.35K - $3.58K
|
4.23K
$290K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.72K- 32.01% |
$115K - $123K
|
3.65K
$250K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-420- 80.61% |
$28.1K - $30.1K
|
101
$6.92K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.93K+ 26.45% |
$196K - $210K
|
14K
$960K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
488+ 6.13% |
$32.6K - $34.9K
|
8.45K
$579K
|
|
Q4 2024 | |||||||
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
4.3KNew |
$293K - $324K
|
4.3K
$295K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-67.6K- 12.3% |
$4.62M - $5.1M
|
482K
$33.1M
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-3.48KClosed |
$238K - $262K
|
0
$0
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
13New |
$887 - $980
|
13
$891
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.14KNew |
$77.6K - $85.8K
|
1.14K
$77.9K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.77K- 34.29% |
$121K - $133K
|
3.39K
$232K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.5K- 12.6% |
$919K - $1.02M
|
93.4K
$6.4M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
40New |
$2.73K - $3.02K
|
40
$2.74K
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
65+ 2.15% |
$4.44K - $4.9K
|
3.09K
$212K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-595- 94.15% |
$40.6K - $44.9K
|
37
$2.54K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.51K- 62.96% |
$240K - $265K
|
2.07K
$142K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4+ 4.55% |
$273 - $302
|
92
$6.3K
|