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 |
---|---|---|---|---|---|---|---|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.38K- 26.16% |
$322K - $338K
|
12.4K
$921K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.4K- 4.54% |
$324K - $340K
|
92.6K
$6.9M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.43K- 4.49% |
$326K - $343K
|
94.4K
$7.04M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-4.49K- 8.32% |
$330K - $347K
|
49.5K
$3.69M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.63K- 24.24% |
$340K - $358K
|
14.5K
$1.08M
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-4.65K- 54.75% |
$342K - $359K
|
3.84K
$286K
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.7K- 4.73% |
$346K - $363K
|
94.6K
$7.05M
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-4.71K- 12.73% |
$347K - $364K
|
32.3K
$2.41M
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-5.15K- 16.05% |
$379K - $398K
|
27K
$2.01M
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5.26K- 64.33% |
$387K - $407K
|
2.92K
$218K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.27K- 1.8% |
$388K - $408K
|
288K
$21.5M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.28K- 88.18% |
$388K - $408K
|
708
$52.8K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.29K- 76.96% |
$389K - $409K
|
1.58K
$118K
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.55K- 22.38% |
$408K - $429K
|
19.3K
$1.44M
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.61KClosed |
$413K - $434K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-5.74K- 8.33% |
$422K - $444K
|
63.1K
$4.7M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.76K- 44.19% |
$424K - $445K
|
7.28K
$543K
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.77K- 3.29% |
$425K - $446K
|
170K
$12.7M
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-5.91K- 18.53% |
$434K - $457K
|
26K
$1.94M
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-5.92K- 1.58% |
$435K - $457K
|
368K
$27.5M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.94KClosed |
$437K - $459K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.35K- 1.73% |
$467K - $491K
|
359K
$26.8M
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-6.46K- 48.0% |
$475K - $499K
|
7K
$522K
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-7.69K- 19.72% |
$566K - $595K
|
31.3K
$2.33M
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-8.26K- 31.04% |
$607K - $638K
|
18.3K
$1.37M
|
|
May 02, 2023
Q1 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-8.68K- 1.33% |
$638K - $671K
|
644K
$48M
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-8.83K- 19.81% |
$649K - $682K
|
35.7K
$2.66M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8.83K- 65.69% |
$649K - $682K
|
4.61K
$344K
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-9.15K- 65.78% |
$673K - $707K
|
4.76K
$355K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9.77K- 8.27% |
$719K - $756K
|
108K
$8.08M
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.81K- 32.07% |
$722K - $759K
|
20.8K
$1.55M
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9.93K- 36.12% |
$730K - $767K
|
17.6K
$1.31M
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-10.1K- 23.93% |
$745K - $783K
|
32.2K
$2.4M
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-10.2K- 42.42% |
$752K - $790K
|
13.9K
$1.03M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.6K- 4.88% |
$777K - $816K
|
206K
$15.3M
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-10.6K- 6.25% |
$778K - $817K
|
159K
$11.8M
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-11.1K- 4.03% |
$816K - $858K
|
264K
$19.7M
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-11.1K- 62.25% |
$817K - $859K
|
6.74K
$502K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.4K- 69.54% |
$837K - $880K
|
4.99K
$372K
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-15.3K- 42.87% |
$1.12M - $1.18M
|
20.3K
$1.52M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-15.4K- 46.61% |
$1.13M - $1.19M
|
17.6K
$1.31M
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-17K- 4.2% |
$1.25M - $1.31M
|
387K
$28.8M
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-21.2K- 21.86% |
$1.56M - $1.64M
|
75.7K
$5.64M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.2K- 73.21% |
$1.7M - $1.79M
|
8.48K
$632K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-23.5K- 40.98% |
$1.73M - $1.82M
|
33.9K
$2.53M
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-24.3K- 49.66% |
$1.79M - $1.88M
|
24.6K
$1.84M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25.4K- 25.52% |
$1.87M - $1.96M
|
74.1K
$5.52M
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-25.5K- 98.7% |
$1.88M - $1.97M
|
337
$25.1K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25.7K- 7.63% |
$1.89M - $1.99M
|
311K
$23.2M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.8K- 14.48% |
$1.97M - $2.07M
|
158K
$11.8M
|