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 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
200+ 5.25% |
$14.7K - $15.5K
|
4.01K
$299K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
195New |
$14.3K - $15.1K
|
195
$14.5K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
175New |
$12.9K - $13.5K
|
175
$13K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
169+ 0.48% |
$12.4K - $13.1K
|
35.5K
$2.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
167+ 4.86% |
$12.3K - $12.9K
|
3.6K
$268K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
145+ 0.44% |
$10.7K - $11.2K
|
32.9K
$2.46M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
143New |
$10.5K - $11.1K
|
143
$10.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
127+ 153.01% |
$9.34K - $9.82K
|
210
$15.7K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
124+ 4.24% |
$9.12K - $9.59K
|
3.05K
$227K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
118+ 1.45% |
$8.68K - $9.12K
|
8.26K
$615K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
117+ 11.98% |
$8.61K - $9.05K
|
1.09K
$81.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
116New |
$8.53K - $8.97K
|
116
$8.65K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
110New |
$8.09K - $8.5K
|
110
$8.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
105+ 1.8% |
$7.72K - $8.12K
|
5.95K
$443K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
95+ 1.71% |
$6.99K - $7.34K
|
5.65K
$421K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
92+ 101.1% |
$6.77K - $7.11K
|
183
$13.6K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
89+ 37.08% |
$6.55K - $6.88K
|
329
$24.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
84+ 1.63% |
$6.18K - $6.49K
|
5.25K
$391K
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
80+ 0.49% |
$5.89K - $6.18K
|
16.3K
$1.22M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
78New |
$5.74K - $6.03K
|
78
$5.81K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
75+ 1.9% |
$5.52K - $5.8K
|
4.02K
$300K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
63New |
$4.63K - $4.87K
|
63
$4.7K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
63+ 0.36% |
$4.63K - $4.87K
|
17.4K
$1.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
61+ 0.98% |
$4.49K - $4.72K
|
6.31K
$470K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
60+ 1000.0% |
$4.41K - $4.64K
|
66
$4.92K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
58+ 1.08% |
$4.27K - $4.48K
|
5.43K
$405K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
39+ 3.56% |
$2.87K - $3.02K
|
1.14K
$84.6K
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
36+ 0.14% |
$2.65K - $2.78K
|
26.6K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
33+ 0.22% |
$2.43K - $2.55K
|
14.8K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
29+ 1.2% |
$2.13K - $2.24K
|
2.46K
$183K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
25+ 0.23% |
$1.84K - $1.93K
|
11.1K
$829K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.52% |
$1.77K - $1.86K
|
4.63K
$345K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
21+ 0.12% |
$1.54K - $1.62K
|
17.7K
$1.32M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
20+ 28.17% |
$1.47K - $1.55K
|
91
$6.78K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
19+ 0.56% |
$1.4K - $1.47K
|
3.39K
$252K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
17+ 0.04% |
$1.25K - $1.31K
|
39K
$2.91M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
16New |
$1.18K - $1.24K
|
16
$1.19K
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
15+ 0.46% |
$1.1K - $1.16K
|
3.28K
$245K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13+ 0.47% |
$956 - $1.01K
|
2.8K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
12+ 0.28% |
$883 - $928
|
4.34K
$323K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
11+ 0.46% |
$809 - $850
|
2.4K
$179K
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
10+ 0.05% |
$736 - $773
|
18.4K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10+ 1.57% |
$736 - $773
|
648
$48.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.49% |
$589 - $618
|
1.64K
$122K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8+ 0.32% |
$589 - $618
|
2.47K
$184K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
8+ 0.06% |
$589 - $618
|
12.5K
$930K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
6+ 0.05% |
$441 - $464
|
13K
$970K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6+ 0.06% |
$441 - $464
|
9.73K
$725K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6+ 0.22% |
$441 - $464
|
2.72K
$203K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
5+ 0.17% |
$368 - $387
|
2.9K
$216K
|