Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
45KNew |
$3.37M - $3.49M
|
45K
$3.35M
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
44.2KNew |
$3.31M - $3.43M
|
44.2K
$3.3M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
43.3K+ 20.89% |
$3.25M - $3.36M
|
251K
$18.7M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.8K+ 9.79% |
$2.91M - $3M
|
435K
$32.4M
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
37.2K+ 19.0% |
$2.79M - $2.88M
|
233K
$17.4M
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
35.5KNew |
$2.66M - $2.75M
|
35.5K
$2.65M
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
34.8K+ 2.66% |
$2.61M - $2.7M
|
1.35M
$100M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
32.5K+ 371.72% |
$2.44M - $2.52M
|
41.3K
$3.08M
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
32.5K+ 371.72% |
$2.44M - $2.52M
|
41.3K
$3.08M
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
32.1K+ 99.76% |
$2.41M - $2.49M
|
64.3K
$4.79M
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
31.2K+ 31.28% |
$2.34M - $2.42M
|
131K
$9.77M
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
31.2K+ 31.18% |
$2.34M - $2.42M
|
131K
$9.78M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.2K+ 8.18% |
$2.34M - $2.41M
|
412K
$30.7M
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
31.1K+ 8.6% |
$2.33M - $2.41M
|
393K
$29.3M
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
31.1KNew |
$2.33M - $2.41M
|
31.1K
$2.32M
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
30.5K+ 7.8% |
$2.28M - $2.36M
|
421K
$31.4M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
30.3K+ 42.83% |
$2.27M - $2.35M
|
101K
$7.53M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
29.8K+ 50.33% |
$2.23M - $2.31M
|
89K
$6.64M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
29.7KNew |
$2.23M - $2.3M
|
29.7K
$2.21M
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
BUY
|
- |
29.2K+ 22.11% |
$2.19M - $2.26M
|
161K
$12M
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
29.2K+ 5.87% |
$2.19M - $2.26M
|
526K
$39.2M
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
29.1KNew |
$2.18M - $2.25M
|
29.1K
$2.17M
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
29K+ 254.91% |
$2.18M - $2.25M
|
40.4K
$3.01M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
28K+ 3.78% |
$2.1M - $2.17M
|
769K
$57.3M
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
27.2KNew |
$2.04M - $2.11M
|
27.2K
$2.03M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.3K+ 2.69% |
$1.9M - $1.96M
|
968K
$72.2M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25K+ 45.92% |
$1.87M - $1.94M
|
79.4K
$5.92M
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
24.8KNew |
$1.86M - $1.92M
|
24.8K
$1.85M
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
24.7K+ 5.48% |
$1.85M - $1.92M
|
476K
$35.5M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
24.4K+ 16.89% |
$1.83M - $1.89M
|
169K
$12.6M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24.4K+ 26.97% |
$1.83M - $1.89M
|
115K
$8.55M
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
24.1K+ 6.23% |
$1.81M - $1.87M
|
411K
$30.6M
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24.1K+ 129.07% |
$1.8M - $1.86M
|
42.7K
$3.18M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23.8K+ 59.72% |
$1.79M - $1.84M
|
63.7K
$4.75M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23K+ 14.23% |
$1.72M - $1.78M
|
184K
$13.7M
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
21.4K+ 13.46% |
$1.61M - $1.66M
|
181K
$13.5M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21K+ 6.75% |
$1.57M - $1.63M
|
332K
$24.8M
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
20.7K+ 7.17% |
$1.55M - $1.6M
|
309K
$23.1M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
20.3K+ 5.27% |
$1.52M - $1.57M
|
405K
$30.2M
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
19.8K+ 12.75% |
$1.48M - $1.53M
|
175K
$13M
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
19.2K+ 15.99% |
$1.44M - $1.49M
|
139K
$10.4M
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
18.5K+ 4.48% |
$1.38M - $1.43M
|
431K
$32.1M
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
18.3K+ 147.21% |
$1.37M - $1.42M
|
30.8K
$2.29M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.3K+ 45.51% |
$1.37M - $1.41M
|
58.4K
$4.35M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
18.2K+ 30.86% |
$1.37M - $1.41M
|
77.2K
$5.76M
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
17.8K+ 3.95% |
$1.34M - $1.38M
|
470K
$35M
|
|
Aug 07, 2023
Q2 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
17.4K+ 8.92% |
$1.31M - $1.35M
|
213K
$15.9M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
17.1K+ 1.06% |
$1.28M - $1.32M
|
1.63M
$122M
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
17.1K+ 3.9% |
$1.28M - $1.32M
|
454K
$33.9M
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
16.5KNew |
$1.23M - $1.27M
|
16.5K
$1.23M
|