Discipline Wealth Solutions, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 559,883 shares of BIV stock, worth $43.6 Million. This represents 12.34% of its overall portfolio holdings.
Number of Shares
559,883
Previous 541,909
3.32%
Holding current value
$43.6 Million
Previous $41.9 Million
4.32%
% of portfolio
12.34%
Previous 17.02%
Shares
8 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