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 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
16.4K+ 12.7% |
$1.23M - $1.27M
|
146K
$10.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
16.3K+ 9.08% |
$1.22M - $1.27M
|
196K
$14.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
15.7K+ 41.2% |
$1.18M - $1.22M
|
53.9K
$4.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.5K+ 244.42% |
$1.16M - $1.2M
|
21.9K
$1.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15K+ 5.07% |
$1.13M - $1.16M
|
311K
$23.2M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
14KNew |
$1.05M - $1.08M
|
14K
$1.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
13.9K+ 8.92% |
$1.05M - $1.08M
|
170K
$12.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.9K+ 2.17% |
$1.04M - $1.07M
|
654K
$48.7M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
13.5K+ 33.15% |
$1.01M - $1.04M
|
54.1K
$4.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.5KNew |
$938K - $970K
|
12.5K
$933K
|
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
12.5K+ 2.82% |
$934K - $966K
|
455K
$33.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
12.2K+ 15.58% |
$916K - $946K
|
90.6K
$6.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
12.1K+ 9.46% |
$904K - $935K
|
140K
$10.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
11.8K+ 11.95% |
$883K - $912K
|
110K
$8.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11.4K+ 17.44% |
$857K - $885K
|
76.9K
$5.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
11K+ 115.54% |
$825K - $853K
|
20.5K
$1.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
10.9KNew |
$817K - $844K
|
10.9K
$813K
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
10.9K+ 13.53% |
$814K - $841K
|
91.2K
$6.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
10.6K+ 6.82% |
$797K - $824K
|
167K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.6K+ 5.13% |
$792K - $818K
|
216K
$16.1M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10K+ 160.11% |
$751K - $776K
|
16.3K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
9.99K+ 14.92% |
$748K - $774K
|
76.9K
$5.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.86K+ 47.07% |
$739K - $764K
|
30.8K
$2.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
9.75KNew |
$731K - $755K
|
9.75K
$727K
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
BUY
|
- |
9.52K+ 85.0% |
$714K - $738K
|
20.7K
$1.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.36K+ 25.3% |
$702K - $725K
|
46.4K
$3.46M
|
|
|
Jul 14, 2023
Q2 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
9.32K+ 1.45% |
$698K - $722K
|
653K
$48.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
9.31K+ 4.96% |
$698K - $721K
|
197K
$14.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9.08K+ 324.62% |
$681K - $704K
|
11.9K
$886K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
9.08K+ 5.85% |
$681K - $704K
|
164K
$12.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.63K+ 161.84% |
$647K - $668K
|
14K
$1.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.55K+ 263.2% |
$641K - $662K
|
11.8K
$879K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8.2K+ 7.9% |
$615K - $635K
|
112K
$8.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.08K+ 5.7% |
$606K - $626K
|
150K
$11.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
8.03KNew |
$602K - $622K
|
8.03K
$598K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
7.9K+ 154.81% |
$592K - $612K
|
13K
$969K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.85K+ 22.11% |
$588K - $608K
|
43.3K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.72K+ 35.37% |
$578K - $598K
|
29.5K
$2.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
7.66K+ 103.26% |
$574K - $594K
|
15.1K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7.54K+ 88.99% |
$565K - $584K
|
16K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7.2K+ 2.8% |
$540K - $558K
|
264K
$19.7M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
7.09K+ 4.38% |
$531K - $549K
|
169K
$12.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.09K+ 7.32% |
$531K - $549K
|
104K
$7.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.96K+ 6.74% |
$522K - $539K
|
110K
$8.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.93K+ 437.97% |
$520K - $537K
|
8.52K
$635K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.72K+ 1.4% |
$504K - $521K
|
488K
$36.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.63KNew |
$497K - $514K
|
6.63K
$495K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.6KNew |
$495K - $511K
|
6.6K
$492K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
6.52K+ 11.93% |
$489K - $505K
|
61.2K
$4.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
6.45K+ 70.68% |
$484K - $500K
|
15.6K
$1.16M
|