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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
6.44K+ 9.61% |
$483K - $499K
|
73.4K
$5.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.44K+ 25.64% |
$483K - $499K
|
31.5K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.05K+ 71.69% |
$453K - $468K
|
14.5K
$1.08M
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
6.03K+ 4.69% |
$452K - $467K
|
135K
$10M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
6.02K+ 72.95% |
$451K - $467K
|
14.3K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
5.83KNew |
$437K - $451K
|
5.83K
$434K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.79K+ 9.03% |
$434K - $448K
|
69.8K
$5.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
5.71KNew |
$428K - $443K
|
5.71K
$426K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.63KNew |
$422K - $436K
|
5.63K
$419K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
5.45K+ 10.37% |
$409K - $423K
|
58.1K
$4.33M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.38K+ 9.09% |
$403K - $416K
|
64.5K
$4.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
5.33K+ 27.02% |
$399K - $413K
|
25K
$1.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
5.27K+ 3.02% |
$395K - $409K
|
180K
$13.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
5.2KNew |
$390K - $403K
|
5.2K
$388K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.18K+ 10.86% |
$388K - $401K
|
52.8K
$3.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.03K+ 7.72% |
$377K - $390K
|
70.1K
$5.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.03KNew |
$377K - $389K
|
5.03K
$375K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.91K+ 146.73% |
$368K - $380K
|
8.25K
$615K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
4.81K+ 17.87% |
$360K - $372K
|
31.7K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.79K+ 13.72% |
$359K - $371K
|
39.7K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
4.46K+ 58.29% |
$334K - $346K
|
12.1K
$903K
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
4.44K+ 7.89% |
$333K - $344K
|
60.7K
$4.53M
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
4.37K+ 2.84% |
$328K - $338K
|
158K
$11.8M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.33K+ 7.88% |
$324K - $335K
|
59.2K
$4.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
4.12KNew |
$308K - $319K
|
4.12K
$307K
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4.11K+ 2.47% |
$308K - $318K
|
171K
$12.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.09KNew |
$306K - $317K
|
4.09K
$305K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.95K+ 35.14% |
$296K - $306K
|
15.2K
$1.13M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.93K+ 9.59% |
$295K - $305K
|
44.9K
$3.35M
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
3.8K+ 80.67% |
$285K - $294K
|
8.5K
$634K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.74K+ 5.21% |
$280K - $290K
|
75.5K
$5.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.59KNew |
$269K - $278K
|
3.59K
$268K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
3.51K+ 28.76% |
$263K - $272K
|
15.7K
$1.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Verde Capital Management
|
BUY
|
- |
3.45K+ 1.92% |
$259K - $267K
|
183K
$13.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.43K+ 51.72% |
$257K - $265K
|
10.1K
$749K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.34K+ 455.59% |
$251K - $259K
|
4.08K
$304K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
3.31KNew |
$248K - $256K
|
3.31K
$246K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
3.26KNew |
$244K - $252K
|
3.26K
$243K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.15K+ 11.83% |
$236K - $244K
|
29.8K
$2.22M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.15KNew |
$236K - $244K
|
3.15K
$235K
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
3.06K+ 7.07% |
$229K - $237K
|
46.3K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.04K+ 26.19% |
$228K - $236K
|
14.7K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.98K+ 5.53% |
$223K - $231K
|
56.8K
$4.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
2.97K+ 1.23% |
$222K - $230K
|
245K
$18.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.94KNew |
$220K - $227K
|
2.94K
$219K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.82K+ 5.5% |
$211K - $218K
|
54.1K
$4.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
2.8KNew |
$210K - $217K
|
2.8K
$208K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.77KNew |
$207K - $214K
|
2.77K
$206K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.74K+ 6.1% |
$205K - $212K
|
47.6K
$3.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.74K+ 1.94% |
$205K - $212K
|
144K
$10.7M
|