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 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
2.7KNew |
$203K - $209K
|
2.7K
$201K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.7K+ 2.25% |
$202K - $209K
|
123K
$9.14M
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
2.7K+ 43.09% |
$202K - $209K
|
8.96K
$668K
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.69KNew |
$202K - $209K
|
2.69K
$201K
|
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
2.68K+ 3.3% |
$201K - $208K
|
84K
$6.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.68KNew |
$201K - $208K
|
2.68K
$200K
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.68KNew |
$201K - $207K
|
2.68K
$199K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.67KNew |
$200K - $207K
|
2.67K
$199K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.67K+ 24.72% |
$200K - $207K
|
13.5K
$1M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.61K+ 3.92% |
$196K - $202K
|
69.3K
$5.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
2.59K+ 3.34% |
$194K - $201K
|
80.2K
$5.98M
|
|
|
Jul 24, 2023
Q2 2023
|
True Wealth Financial Partners
|
BUY
|
- |
2.58K+ 2.95% |
$193K - $200K
|
89.9K
$6.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.53K+ 49.95% |
$190K - $196K
|
7.61K
$567K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.51KNew |
$188K - $194K
|
2.51K
$187K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.47K+ 42.03% |
$185K - $191K
|
8.35K
$622K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.38K+ 2.65% |
$178K - $184K
|
92.2K
$6.88M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.38K+ 2.65% |
$178K - $184K
|
92.2K
$6.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.36K+ 7.79% |
$177K - $183K
|
32.6K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.34K+ 5.52% |
$175K - $181K
|
44.7K
$3.33M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
2.28K+ 6.38% |
$171K - $177K
|
38K
$2.83M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.04K+ 10.98% |
$153K - $158K
|
20.6K
$1.53M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.03K+ 8.85% |
$152K - $158K
|
25K
$1.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.87K+ 3.78% |
$140K - $145K
|
51.4K
$3.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.86K+ 4.07% |
$140K - $144K
|
47.5K
$3.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.86K+ 52.45% |
$139K - $144K
|
5.4K
$403K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.82K+ 9.47% |
$137K - $141K
|
21.1K
$1.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
1.81K+ 17.07% |
$136K - $140K
|
12.4K
$927K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.73KNew |
$130K - $134K
|
1.73K
$129K
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.71K+ 12.33% |
$128K - $132K
|
15.6K
$1.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.71K+ 34.28% |
$128K - $132K
|
6.7K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.71K+ 20.25% |
$128K - $132K
|
10.1K
$757K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.67K+ 8.79% |
$125K - $130K
|
20.7K
$1.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.65K+ 9.58% |
$124K - $128K
|
18.9K
$1.41M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.54K+ 3.9% |
$116K - $119K
|
41.1K
$3.06M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
1.54K+ 8.7% |
$115K - $119K
|
19.2K
$1.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.53K+ 17.87% |
$114K - $118K
|
10.1K
$750K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.51K+ 8.59% |
$113K - $117K
|
19.1K
$1.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.49K+ 2.86% |
$112K - $116K
|
53.7K
$4M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.44K+ 20.62% |
$108K - $112K
|
8.43K
$628K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.44K+ 1.64% |
$108K - $112K
|
89.2K
$6.65M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.39K+ 4.31% |
$104K - $108K
|
33.6K
$2.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 5.84% |
$103K - $107K
|
25K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.36K+ 154.71% |
$102K - $106K
|
2.24K
$167K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.36K+ 154.71% |
$102K - $106K
|
2.24K
$167K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.34K+ 39.63% |
$101K - $104K
|
4.73K
$352K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.29K+ 15.5% |
$96.3K - $99.5K
|
9.58K
$714K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.28K+ 3.01% |
$95.6K - $98.8K
|
43.6K
$3.25M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.26K+ 8.86% |
$94.7K - $97.8K
|
15.5K
$1.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
1.26K+ 3.35% |
$94.4K - $97.5K
|
38.8K
$2.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.24K+ 36.46% |
$93.2K - $96.3K
|
4.65K
$347K
|