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 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-30- 18.75% |
$2.12K - $2.23K
|
130
$9.14K
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
90+ 27.61% |
$6.35K - $6.7K
|
416
$29.2K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
101New |
$7.13K - $7.51K
|
101
$7.1K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5- 6.33% |
$353 - $372
|
74
$5.2K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
CALL |
200New |
$14.1K - $14.9K
|
200
$14.1K
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3New |
$212 - $223
|
3
$211
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
117+ 1.14% |
$8.25K - $8.7K
|
10.4K
$732K
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
9.46K+ 10.52% |
$667K - $704K
|
99.3K
$6.98M
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-600- 90.63% |
$42.3K - $44.6K
|
62
$4.36K
|
|
Q4 2023 | |||||||
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
79New |
$4.98K - $5.96K
|
79
$5.55K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.73KNew |
$109K - $130K
|
1.73K
$121K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-656- 12.24% |
$41.4K - $49.5K
|
4.71K
$331K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
82New |
$5.17K - $6.19K
|
82
$5.77K
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.34KNew |
$337K - $403K
|
5.34K
$375K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-758- 87.63% |
$47.8K - $57.2K
|
107
$7.52K
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
11.1KNew |
$702K - $840K
|
11.1K
$782K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
234New |
$14.8K - $17.7K
|
234
$16.5K
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.85KNew |
$117K - $140K
|
1.85K
$130K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
440New |
$27.8K - $33.2K
|
440
$30.9K
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
44.4KNew |
$2.8M - $3.35M
|
44.4K
$3.12M
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
171New |
$10.8K - $12.9K
|
171
$12K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.06KNew |
$509K - $609K
|
8.06K
$567K
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
9.2KNew |
$581K - $694K
|
9.2K
$647K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
21KNew |
$1.33M - $1.59M
|
21K
$1.48M
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
1+ 0.03% |
$63.1 - $75.5
|
3.47K
$244K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.9KNew |
$120K - $144K
|
1.9K
$134K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.56KNew |
$98.6K - $118K
|
1.56K
$110K
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.04KNew |
$192K - $230K
|
3.04K
$214K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.93KNew |
$185K - $221K
|
2.93K
$206K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
416New |
$26.2K - $31.4K
|
416
$29.2K
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
8.27KNew |
$522K - $625K
|
8.27K
$582K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
218New |
$13.8K - $16.5K
|
218
$15.3K
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.18KNew |
$264K - $315K
|
4.18K
$294K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
23New |
$1.45K - $1.74K
|
23
$1.62K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
14New |
$883 - $1.06K
|
14
$984
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
18.5KNew |
$1.17M - $1.39M
|
18.5K
$1.3M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6New |
$379 - $453
|
6
$422
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.83% |
$126 - $151
|
111
$7.8K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
600New |
$37.9K - $45.3K
|
600
$42.2K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
47New |
$2.97K - $3.55K
|
47
$3.3K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
44New |
$2.78K - $3.32K
|
44
$3.09K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
41New |
$2.59K - $3.09K
|
41
$2.88K
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-18- 5.2% |
$1.14K - $1.36K
|
328
$23.1K
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
105New |
$6.63K - $7.93K
|
105
$7.38K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
129+ 3.76% |
$8.14K - $9.74K
|
3.56K
$250K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
43New |
$2.71K - $3.25K
|
43
$3.02K
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.41KNew |
$215K - $258K
|
3.41K
$240K
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
SELL
|
- |
-17K- 78.69% |
$1.08M - $1.29M
|
4.61K
$324K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
111New |
$7K - $8.38K
|
111
$7.8K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
10New |
$631 - $755
|
10
$703
|