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 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
32.6K+ 24.3% |
$2.4M - $2.52M
|
167K
$12.4M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.5K+ 4.82% |
$2.32M - $2.44M
|
684K
$51M
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
29.5KNew |
$2.17M - $2.28M
|
29.5K
$2.2M
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
28.1KNew |
$2.07M - $2.17M
|
28.1K
$2.09M
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
BUY
|
- |
27.3K+ 10.46% |
$2.01M - $2.11M
|
289K
$21.5M
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
26.6K+ 5.32% |
$1.96M - $2.06M
|
527K
$39.3M
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
25.8K+ 161537.5% |
$1.9M - $2M
|
25.9K
$1.93M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
25.1KNew |
$1.85M - $1.94M
|
25.1K
$1.87M
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
25K+ 6.05% |
$1.84M - $1.93M
|
437K
$32.6M
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
24.5K+ 59.59% |
$1.8M - $1.89M
|
65.5K
$4.88M
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
23.8K+ 281.84% |
$1.75M - $1.84M
|
32.2K
$2.4M
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
23.8K+ 5.2% |
$1.75M - $1.84M
|
481K
$35.9M
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
23.4K+ 74.75% |
$1.72M - $1.81M
|
54.7K
$4.08M
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23KNew |
$1.69M - $1.78M
|
23K
$1.71M
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
22.8K+ 21.77% |
$1.68M - $1.76M
|
128K
$9.51M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
22.5K+ 927.59% |
$1.65M - $1.74M
|
24.9K
$1.86M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.5K+ 35.42% |
$1.65M - $1.74M
|
85.9K
$6.4M
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
22.4K+ 22.98% |
$1.65M - $1.73M
|
120K
$8.95M
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
22.3K+ 105.99% |
$1.64M - $1.72M
|
43.2K
$3.22M
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
21.5K+ 5.01% |
$1.58M - $1.66M
|
451K
$33.7M
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
BUY
|
- |
21.4K+ 19.1% |
$1.57M - $1.65M
|
133K
$9.95M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.4K+ 28.96% |
$1.57M - $1.65M
|
95.1K
$7.09M
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
21KNew |
$1.54M - $1.62M
|
21K
$1.56M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
20.3K+ 33.85% |
$1.49M - $1.57M
|
80.2K
$5.98M
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
19.5K+ 149.15% |
$1.44M - $1.51M
|
32.6K
$2.43M
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
19.3KNew |
$1.42M - $1.5M
|
19.3K
$1.44M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
18.9KNew |
$1.39M - $1.46M
|
18.9K
$1.41M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17.7K+ 43.89% |
$1.3M - $1.37M
|
57.9K
$4.32M
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
17.5K+ 22.13% |
$1.29M - $1.36M
|
96.8K
$7.22M
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 12.31% |
$1.28M - $1.35M
|
159K
$11.9M
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
17.5KNew |
$1.28M - $1.35M
|
17.5K
$1.3M
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
17.1K+ 3.57% |
$1.26M - $1.32M
|
496K
$37M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
17K+ 639.9% |
$1.25M - $1.32M
|
19.7K
$1.47M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17K+ 1.84% |
$1.25M - $1.32M
|
943K
$70.3M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16.8K+ 35.48% |
$1.23M - $1.3M
|
64K
$4.77M
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
BUY
|
- |
16.4K+ 14.12% |
$1.2M - $1.26M
|
132K
$9.85M
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.2K+ 54.16% |
$1.19M - $1.25M
|
46K
$3.43M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
16K+ 37.33% |
$1.18M - $1.24M
|
59K
$4.4M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15.7K+ 17.96% |
$1.16M - $1.22M
|
103K
$7.7M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.9K+ 18.82% |
$1.1M - $1.15M
|
94.3K
$7.03M
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
14.3K+ 5.01% |
$1.05M - $1.1M
|
299K
$22.3M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 2.61% |
$987K - $1.04M
|
528K
$39.4M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.3K+ 6.89% |
$976K - $1.03M
|
206K
$15.3M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
13.2K+ 24.52% |
$970K - $1.02M
|
66.9K
$4.99M
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
13.1KNew |
$962K - $1.01M
|
13.1K
$975K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.8K+ 0.29% |
$940K - $987K
|
4.43M
$330M
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
12.7K+ 9.93% |
$936K - $984K
|
141K
$10.5M
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
12.4K+ 4.7% |
$909K - $956K
|
275K
$20.5M
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
12K+ 6.25% |
$886K - $931K
|
205K
$15.3M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11.7K+ 24.68% |
$861K - $905K
|
59.1K
$4.41M
|