Wescott Financial Advisory Group, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Wescott Financial Advisory Group, LLC
- $995 Million
- Q3 2025
A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 333,353 shares of BIV stock, worth $26 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
333,353
Previous 299,186
11.42%
Holding current value
$26 Million
Previous $23.1 Million
12.5%
% of portfolio
2.62%
Previous 2.48%
Shares
13 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
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio