Latest Institutional Purchases of Vanguard Bd Index Fd Inc Long (BLV)
This list provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Long (BLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$70.6 - $74.4
|
1
$71.3
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.66% |
$70.6 - $74.4
|
153
$10.9K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
44.4KNew |
$2.8M - $3.35M
|
44.4K
$3.16M
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
26.6K+ 85.68% |
$1.68M - $2.01M
|
57.7K
$4.11M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
21KNew |
$1.33M - $1.59M
|
21K
$1.5M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
18.5KNew |
$1.17M - $1.39M
|
18.5K
$1.32M
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
11.1KNew |
$702K - $840K
|
11.1K
$793K
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
9.2KNew |
$581K - $694K
|
9.2K
$656K
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
8.27KNew |
$522K - $625K
|
8.27K
$590K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.06KNew |
$509K - $609K
|
8.06K
$575K
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
7.72K+ 59.25% |
$487K - $583K
|
20.8K
$1.48M
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
6.82K+ 17.31% |
$430K - $515K
|
46.2K
$3.29M
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.34KNew |
$337K - $403K
|
5.34K
$381K
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.18KNew |
$264K - $315K
|
4.18K
$298K
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.41KNew |
$215K - $258K
|
3.41K
$243K
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.04KNew |
$192K - $230K
|
3.04K
$217K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.93KNew |
$185K - $221K
|
2.93K
$209K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.9KNew |
$120K - $144K
|
1.9K
$136K
|
|
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
$132K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.73KNew |
$109K - $130K
|
1.73K
$123K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.56KNew |
$98.6K - $118K
|
1.56K
$111K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
600New |
$37.9K - $45.3K
|
600
$42.8K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
440New |
$27.8K - $33.2K
|
440
$31.4K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
416New |
$26.2K - $31.4K
|
416
$29.6K
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
398+ 276.39% |
$25.1K - $30K
|
542
$38.6K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
234New |
$14.8K - $17.7K
|
234
$16.7K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
218New |
$13.8K - $16.5K
|
218
$15.5K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
171New |
$10.8K - $12.9K
|
171
$12.2K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
129+ 3.76% |
$8.14K - $9.74K
|
3.56K
$254K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
111New |
$7K - $8.38K
|
111
$7.91K
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
105New |
$6.63K - $7.93K
|
105
$7.48K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
82New |
$5.17K - $6.19K
|
82
$5.84K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
79New |
$4.98K - $5.96K
|
79
$5.63K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
47New |
$2.97K - $3.55K
|
47
$3.35K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
44New |
$2.78K - $3.32K
|
44
$3.14K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
43New |
$2.71K - $3.25K
|
43
$3.06K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
41New |
$2.59K - $3.09K
|
41
$2.92K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
23New |
$1.45K - $1.74K
|
23
$1.64K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
16+ 20.25% |
$1.01K - $1.21K
|
95
$6.77K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
14New |
$883 - $1.06K
|
14
$998
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
10New |
$631 - $755
|
10
$713
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6New |
$379 - $453
|
6
$428
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.83% |
$126 - $151
|
111
$7.91K
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
1+ 0.03% |
$63.1 - $75.5
|
3.47K
$247K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
19.6KNew |
$1.31M - $1.47M
|
19.6K
$1.39M
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.15KNew |
$211K - $237K
|
3.15K
$224K
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
551+ 10.65% |
$36.9K - $41.4K
|
5.73K
$408K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
374New |
$25.1K - $28.1K
|
374
$26.7K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
360New |
$24.1K - $27.1K
|
360
$25.7K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
200+ 3.08% |
$13.4K - $15K
|
6.7K
$477K
|