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 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4.72K+ 12.45% |
$347K - $365K
|
42.6K
$3.17M
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
BUY
|
- |
4.7KNew |
$345K - $363K
|
4.7K
$350K
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.61K+ 14.78% |
$339K - $356K
|
35.8K
$2.67M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.58KNew |
$337K - $354K
|
4.58K
$341K
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.54K+ 11.03% |
$334K - $351K
|
45.7K
$3.41M
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
4.49K+ 6.02% |
$331K - $347K
|
79.1K
$5.9M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.44KNew |
$327K - $343K
|
4.44K
$331K
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.34KNew |
$319K - $335K
|
4.34K
$323K
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.31K+ 16.68% |
$317K - $333K
|
30.1K
$2.25M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.22K+ 6.75% |
$310K - $326K
|
66.7K
$4.97M
|
|
Apr 27, 2023
Q1 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
4.03K+ 2.36% |
$297K - $312K
|
175K
$13M
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
3.94K+ 58.89% |
$290K - $304K
|
10.6K
$792K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3.93K+ 30.58% |
$289K - $304K
|
16.8K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
3.91K+ 8.06% |
$288K - $303K
|
52.5K
$3.91M
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.81KNew |
$281K - $295K
|
3.81K
$284K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.81KNew |
$281K - $295K
|
3.81K
$284K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.79K+ 28.18% |
$279K - $293K
|
17.2K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.76KNew |
$277K - $291K
|
3.76K
$280K
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.71K+ 17.73% |
$273K - $287K
|
24.7K
$1.84M
|
|
May 11, 2023
Q1 2023
|
Poplar Forest Capital LLC
|
BUY
|
- |
3.7K+ 34.89% |
$273K - $286K
|
14.3K
$1.07M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.65K+ 1.79% |
$269K - $282K
|
208K
$15.5M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.64K+ 3.42% |
$268K - $281K
|
110K
$8.2M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.49K+ 1.98% |
$257K - $270K
|
180K
$13.4M
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3.41KNew |
$251K - $264K
|
3.41K
$254K
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.32K+ 2.26% |
$244K - $257K
|
150K
$11.2M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.3K+ 55.73% |
$243K - $255K
|
9.22K
$687K
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.98K+ 8.79% |
$219K - $230K
|
36.9K
$2.75M
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2.94K+ 11.61% |
$216K - $227K
|
28.2K
$2.11M
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.93KNew |
$215K - $226K
|
2.93K
$218K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.91KNew |
$214K - $225K
|
2.91K
$217K
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.81KNew |
$207K - $217K
|
2.81K
$210K
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.76KNew |
$203K - $213K
|
2.76K
$206K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.76KNew |
$203K - $213K
|
2.76K
$206K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.76K+ 10.26% |
$203K - $213K
|
29.6K
$2.21M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2.7K+ 2.3% |
$198K - $208K
|
120K
$8.94M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.7K+ 0.92% |
$198K - $208K
|
296K
$22.1M
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.67KNew |
$196K - $206K
|
2.67K
$199K
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.66K+ 54.81% |
$196K - $206K
|
7.52K
$560K
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.62KNew |
$193K - $203K
|
2.62K
$195K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.61KNew |
$192K - $201K
|
2.61K
$194K
|
|
May 12, 2023
Q1 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
2.55K+ 8.65% |
$188K - $197K
|
32K
$2.39M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.53K+ 30.6% |
$186K - $196K
|
10.8K
$806K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.53K+ 6.07% |
$186K - $195K
|
44.2K
$3.29M
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
2.5K+ 1.04% |
$184K - $193K
|
242K
$18M
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
2.47K+ 29.66% |
$182K - $191K
|
10.8K
$805K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.42KNew |
$178K - $187K
|
2.42K
$180K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.38K+ 12.25% |
$175K - $184K
|
21.8K
$1.63M
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.35K+ 15.44% |
$173K - $182K
|
17.6K
$1.31M
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.32K+ 60.98% |
$171K - $179K
|
6.12K
$456K
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.2K+ 7.11% |
$162K - $170K
|
33.2K
$2.48M
|