Purchases and Sales Made in Q1 2023 in Vanguard Bd Index Fd Inc Inter (BIV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Inter (BIV) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC INTER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
1.28M+ 3790.95% |
$94M - $98.7M
|
1.31M
$97.7M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
952K+ 32358.85% |
$70.1M - $73.6M
|
955K
$71.2M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
793KNew |
$58.4M - $61.3M
|
793K
$59.1M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
614K+ 482.21% |
$45.2M - $47.5M
|
741K
$55.3M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
535K+ 16.55% |
$39.3M - $41.3M
|
3.76M
$281M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
506K+ 9.92% |
$37.2M - $39.1M
|
5.6M
$418M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
452KNew |
$33.3M - $35M
|
452K
$33.7M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
341K+ 51.03% |
$25.1M - $26.3M
|
1.01M
$75.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
340KNew |
$25M - $26.3M
|
340K
$25.4M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
302K+ 5197.47% |
$22.2M - $23.4M
|
308K
$23M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
263K+ 5.27% |
$19.4M - $20.3M
|
5.26M
$392M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
235K+ 15.63% |
$17.3M - $18.2M
|
1.74M
$130M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
228K+ 3.63% |
$16.8M - $17.6M
|
6.52M
$486M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
227K+ 4.56% |
$16.7M - $17.6M
|
5.21M
$388M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
211K+ 567.68% |
$15.6M - $16.4M
|
249K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
210KNew |
$15.5M - $16.2M
|
210K
$15.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
154KNew |
$11.3M - $11.9M
|
154K
$11.5M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
150KNew |
$11.1M - $11.6M
|
150K
$11.2M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
141K+ 3.05% |
$10.3M - $10.9M
|
4.75M
$354M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
141K+ 3.05% |
$10.3M - $10.9M
|
4.75M
$354M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
139KNew |
$10.2M - $10.7M
|
139K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
135K+ 5.91% |
$9.94M - $10.4M
|
2.42M
$180M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
134K+ 216.11% |
$9.85M - $10.4M
|
196K
$14.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
126K+ 473.86% |
$9.24M - $9.71M
|
152K
$11.3M
|
|
|
May 03, 2023
Q1 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
126K+ 179.54% |
$9.24M - $9.71M
|
195K
$14.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
BUY
|
- |
118K+ 43.05% |
$8.67M - $9.11M
|
391K
$29.2M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
112K+ 528.18% |
$8.26M - $8.68M
|
134K
$9.96M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
112KNew |
$8.24M - $8.66M
|
112K
$8.35M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
111K+ 0.57% |
$8.2M - $8.62M
|
19.8M
$1.48B
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
70.6K+ 376.14% |
$5.19M - $5.46M
|
89.4K
$6.66M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
63.9K+ 51.5% |
$4.7M - $4.94M
|
188K
$14M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
57.8KNew |
$4.25M - $4.47M
|
57.8K
$4.31M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
55.6KNew |
$4.09M - $4.3M
|
55.6K
$4.14M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
55.2K+ 21.14% |
$4.06M - $4.27M
|
316K
$23.6M
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
53.2KNew |
$3.92M - $4.12M
|
53.2K
$3.97M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
51.9K+ 384.85% |
$3.82M - $4.01M
|
65.3K
$4.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
50.2K+ 6.95% |
$3.69M - $3.88M
|
773K
$57.6M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
49.4K+ 15.83% |
$3.64M - $3.82M
|
362K
$27M
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
48KNew |
$3.53M - $3.71M
|
48K
$3.57M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
47.4KNew |
$3.49M - $3.66M
|
47.4K
$3.53M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.4K+ 7.82% |
$3.41M - $3.59M
|
640K
$47.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
43.5K+ 77.18% |
$3.2M - $3.36M
|
99.8K
$7.44M
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
42.7K+ 38.02% |
$3.14M - $3.3M
|
155K
$11.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
41.5K+ 26.32% |
$3.05M - $3.21M
|
199K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
39.5K+ 122.72% |
$2.91M - $3.06M
|
71.8K
$5.35M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
39.1K+ 2.48% |
$2.88M - $3.02M
|
1.62M
$120M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
37.1K+ 73.99% |
$2.73M - $2.86M
|
87.1K
$6.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
36.1KNew |
$2.65M - $2.79M
|
36.1K
$2.69M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
35.9KNew |
$2.64M - $2.77M
|
35.9K
$2.67M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
34.6K+ 96.77% |
$2.54M - $2.67M
|
70.3K
$5.24M
|