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 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.22K+ 5.86% |
$91.4K - $94.4K
|
22K
$1.64M
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.21K+ 5.94% |
$91K - $94K
|
21.6K
$1.61M
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.21K+ 5.7% |
$90.9K - $94K
|
22.5K
$1.68M
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.14K+ 16.02% |
$85.2K - $88K
|
8.23K
$613K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.14KNew |
$85.1K - $87.9K
|
1.14K
$84.6K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.03K+ 3.43% |
$77.5K - $80.1K
|
31.2K
$2.32M
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.02K+ 1620.63% |
$76.5K - $79.1K
|
1.08K
$80.8K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1K+ 190.48% |
$75K - $77.5K
|
1.53K
$114K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1K+ 26.04% |
$75K - $77.5K
|
4.84K
$361K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1K+ 190.48% |
$75K - $77.5K
|
1.53K
$114K
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
981New |
$73.5K - $76K
|
981
$73.1K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
976+ 42.45% |
$73.2K - $75.6K
|
3.28K
$244K
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
932+ 1.18% |
$69.9K - $72.2K
|
80K
$5.97M
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
922+ 11.38% |
$69.1K - $71.4K
|
9.02K
$673K
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
914+ 11.87% |
$68.5K - $70.8K
|
8.61K
$642K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
911+ 3.87% |
$68.3K - $70.6K
|
24.5K
$1.82M
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
897+ 2.29% |
$67.2K - $69.5K
|
40K
$2.98M
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
882New |
$66.1K - $68.3K
|
882
$65.8K
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
866New |
$64.9K - $67.1K
|
866
$64.6K
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
847+ 21.86% |
$63.5K - $65.6K
|
4.72K
$352K
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
827+ 1.53% |
$62K - $64.1K
|
54.8K
$4.09M
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
816+ 2.89% |
$61.2K - $63.2K
|
29.1K
$2.17M
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
794+ 26.05% |
$59.5K - $61.5K
|
3.84K
$286K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
793+ 41.13% |
$59.4K - $61.4K
|
2.72K
$203K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
770+ 5.63% |
$57.7K - $59.7K
|
14.4K
$1.08M
|
|
Aug 02, 2023
Q2 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
760+ 3.07% |
$57K - $58.9K
|
25.5K
$1.9M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
754+ 139.89% |
$56.5K - $58.4K
|
1.29K
$96.4K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
734+ 2.95% |
$55K - $56.9K
|
25.7K
$1.91M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
734+ 0.82% |
$55K - $56.9K
|
90.2K
$6.72M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
717+ 0.64% |
$53.7K - $55.5K
|
113K
$8.44M
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
682+ 3.11% |
$51.1K - $52.8K
|
22.6K
$1.69M
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
676+ 25.57% |
$50.7K - $52.4K
|
3.32K
$248K
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
664+ 3.43% |
$49.8K - $51.4K
|
20K
$1.49M
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
663+ 42.91% |
$49.7K - $51.4K
|
2.21K
$165K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
631+ 8.5% |
$47.3K - $48.9K
|
8.06K
$601K
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
630+ 5.71% |
$47.2K - $48.8K
|
11.7K
$869K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
623+ 2.83% |
$46.7K - $48.3K
|
22.6K
$1.69M
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
585+ 32.87% |
$43.9K - $45.3K
|
2.37K
$176K
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
578+ 0.52% |
$43.3K - $44.8K
|
112K
$8.34M
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
570+ 0.61% |
$42.7K - $44.2K
|
93.6K
$6.98M
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
537+ 4.22% |
$40.3K - $41.6K
|
13.3K
$989K
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
535+ 3.65% |
$40.1K - $41.4K
|
15.2K
$1.13M
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
517+ 0.34% |
$38.8K - $40.1K
|
151K
$11.3M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
512New |
$38.4K - $39.7K
|
512
$38.2K
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
490+ 4.61% |
$36.7K - $38K
|
11.1K
$828K
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
478+ 1.01% |
$35.8K - $37K
|
47.9K
$3.57M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
474+ 8.39% |
$35.5K - $36.7K
|
6.12K
$456K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
453+ 0.82% |
$34K - $35.1K
|
55.7K
$4.15M
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
444+ 13.18% |
$33.3K - $34.4K
|
3.81K
$284K
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
389+ 1.38% |
$29.2K - $30.1K
|
28.6K
$2.13M
|