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 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.23K- 10.13% |
$90.7K - $95.3K
|
10.9K
$816K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.27K- 28.05% |
$93.1K - $97.9K
|
3.25K
$242K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.28K- 13.04% |
$94.1K - $98.9K
|
8.53K
$636K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.38K- 19.24% |
$101K - $106K
|
5.77K
$430K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.39K- 12.64% |
$102K - $107K
|
9.59K
$715K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.43K- 1.93% |
$105K - $110K
|
72.5K
$5.4M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.45K- 18.81% |
$107K - $112K
|
6.26K
$466K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.46K- 7.54% |
$107K - $113K
|
17.9K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.49K- 7.89% |
$110K - $115K
|
17.4K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.58K- 10.82% |
$116K - $122K
|
13K
$971K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.59K- 7.24% |
$117K - $123K
|
20.4K
$1.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Signify Wealth
|
SELL
|
- |
-1.67K- 0.94% |
$123K - $129K
|
176K
$13.1M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.7K- 20.85% |
$125K - $131K
|
6.44K
$480K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.7K- 12.02% |
$125K - $131K
|
12.4K
$927K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.72K- 14.14% |
$126K - $133K
|
10.4K
$776K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-1.72K- 1.32% |
$127K - $133K
|
129K
$9.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
SELL
|
- |
-1.75K- 10.87% |
$128K - $135K
|
14.3K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.76K- 5.12% |
$130K - $136K
|
32.7K
$2.43M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.87K- 1.36% |
$138K - $145K
|
135K
$10.1M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.92K- 23.81% |
$141K - $148K
|
6.13K
$457K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.93K- 0.5% |
$142K - $149K
|
384K
$28.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.94K- 36.55% |
$143K - $150K
|
3.37K
$251K
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-1.98K- 30.96% |
$145K - $153K
|
4.41K
$328K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.05K- 15.4% |
$151K - $158K
|
11.2K
$838K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2.1K- 63.64% |
$154K - $162K
|
1.2K
$89.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2.17K- 13.83% |
$160K - $168K
|
13.5K
$1.01M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.17K- 2.98% |
$160K - $168K
|
70.7K
$5.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.21K- 6.75% |
$163K - $171K
|
30.6K
$2.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.38K- 0.65% |
$175K - $184K
|
362K
$27M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.57K- 10.84% |
$189K - $198K
|
21.1K
$1.57M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.68K- 2.69% |
$197K - $207K
|
97.1K
$7.24M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.74K- 16.11% |
$202K - $212K
|
14.3K
$1.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.87K- 33.24% |
$211K - $222K
|
5.77K
$430K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.9K- 9.32% |
$213K - $224K
|
28.2K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.9K- 16.95% |
$214K - $224K
|
14.2K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.12K- 4.26% |
$229K - $241K
|
70.1K
$5.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-3.12K- 21.29% |
$229K - $241K
|
11.5K
$859K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-3.15K- 85.37% |
$231K - $243K
|
539
$40.2K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.17K- 13.21% |
$233K - $245K
|
20.8K
$1.55M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.38K- 90.78% |
$248K - $261K
|
343
$25.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.48K- 16.23% |
$256K - $269K
|
17.9K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-3.48K- 2.1% |
$256K - $269K
|
162K
$12.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.49K- 6.38% |
$257K - $270K
|
51.3K
$3.82M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.66K- 12.61% |
$269K - $283K
|
25.4K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.73K- 16.39% |
$274K - $288K
|
19K
$1.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.81K- 46.8% |
$281K - $295K
|
4.34K
$323K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.04K- 37.97% |
$297K - $312K
|
6.6K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.06K- 26.28% |
$299K - $314K
|
11.4K
$849K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.25K- 4.54% |
$313K - $329K
|
89.4K
$6.67M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-4.34K- 7.46% |
$319K - $335K
|
53.8K
$4.01M
|