Summit Wealth Group LLC / CO Vanguard Bd Index Fd Inc Total Transaction History

Summit Wealth Group LLC / CO

$300 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$72.02 - $73.82 $382,786 - $392,353	5,315 New	5,315 $391 Million

Others Institutions Holding BND

# of Institutions

1,885

Shares Held

1.16B

Call Options Held

93.5K

Put Options Held

20.2K

Jpmorgan Chase & CO New York, NY

131M
Shares

$9.74 Billion
0.64% of portfolio
Northwestern Mutual Wealth Management CO

127M
Shares

$9.39 Billion
6.39% of portfolio
Creative Planning Overland Park, KS

125M
Shares

$9.27 Billion
7.2% of portfolio
Morgan Stanley New York, NY

109M
Shares

$8.06 Billion
0.51% of portfolio
Vanguard Group Inc Valley Forge, PA

71.9M
Shares

$5.33 Billion
0.08% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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