Sovereign Investment Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Sovereign Investment Advisors, LLC
- $331 Million
- Q3 2025
A detailed history of Sovereign Investment Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Sovereign Investment Advisors, LLC holds 84,554 shares of BIV stock, worth $6.59 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
84,554
Previous 99,588
15.1%
Holding current value
$6.59 Million
Previous $7.7 Million
14.28%
% of portfolio
2.0%
Previous 2.35%
Shares
24 transactions
Others Institutions Holding BIV
# of Institutions
1,033Shares 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