Barrett & Company, Inc. Vanguard Bd Index Fd Inc Long Transaction History

Barrett & Company, Inc.

$292 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$72.23 - $78.61 $4,694 - $5,109	65 New	65 $4.98 Million

Others Institutions Holding BLV

# of Institutions

424

Shares Held

47.4M

Call Options Held

76.2K

Put Options Held

12.9K

Envestnet Asset Management Inc

10.7M
Shares

$749 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

2.99M
Shares

$210 Million
0.07% of portfolio
Lincoln National Corp

2.51M
Shares

$176 Million
5.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.27M
Shares

$160 Million
0.68% of portfolio
Wells Fargo & Company San Francisco, CA

1.94M
Shares

$136 Million
0.03% of portfolio

About VANGUARD BD INDEX FD INC LONG

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