Brewster Financial Planning LLC Vanguard Bd Index Fd Inc Inter Transaction History
Brewster Financial Planning LLC
- $159 Million
- Q3 2025
A detailed history of Brewster Financial Planning LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Brewster Financial Planning LLC holds 272,155 shares of BIV stock, worth $21.2 Million. This represents 13.37% of its overall portfolio holdings.
Number of Shares
272,155
Previous 263,510
3.28%
Holding current value
$21.2 Million
Previous $20.4 Million
4.28%
% of portfolio
13.37%
Previous 13.75%
Shares
16 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
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Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio