Defined Financial Planning LLC Vanguard Bd Index Fd Inc Inter Transaction History
Defined Financial Planning LLC
- $121 Billion
- Q3 2025
A detailed history of Defined Financial Planning LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Defined Financial Planning LLC holds 36,330 shares of BIV stock, worth $2.83 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
36,330
Previous 29,095
24.87%
Holding current value
$2.83 Million
Previous $2.22 Billion
27.87%
% of portfolio
2.35%
Previous 1.97%
Shares
2 transactions
Others Institutions Holding BIV
# of Institutions
1,032Shares 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