Brown Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Brown Wealth Management, LLC
- $356 Billion
- Q3 2025
A detailed history of Brown Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Brown Wealth Management, LLC holds 234,657 shares of BIV stock, worth $18.3 Million. This represents 5.15% of its overall portfolio holdings.
Number of Shares
234,657
Previous 204,907
14.52%
Holding current value
$18.3 Million
Previous $15.8 Billion
15.63%
% of portfolio
5.15%
Previous 4.92%
Shares
7 transactions
Others Institutions Holding BIV
# of Institutions
1,034Shares Held
213MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
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Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
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Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio