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 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
388+ 2.9% |
$29.1K - $30.1K
|
13.8K
$1.03M
|
|
Aug 02, 2023
Q2 2023
|
Poplar Forest Capital LLC
|
BUY
|
- |
378+ 2.64% |
$28.3K - $29.3K
|
14.7K
$1.1M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
376New |
$28.2K - $29.1K
|
376
$28K
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
375+ 0.71% |
$28.1K - $29.1K
|
53.4K
$3.98M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
362New |
$27.1K - $28K
|
362
$27K
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
350+ 10.54% |
$26.2K - $27.1K
|
3.67K
$274K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
325New |
$24.4K - $25.2K
|
325
$24.2K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
322+ 7.74% |
$24.1K - $24.9K
|
4.48K
$334K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
311+ 43.93% |
$23.3K - $24.1K
|
1.02K
$76K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
311+ 43.93% |
$23.3K - $24.1K
|
1.02K
$76K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
304+ 3.3% |
$22.8K - $23.6K
|
9.53K
$710K
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
297+ 27.15% |
$22.3K - $23K
|
1.39K
$104K
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
294New |
$22K - $22.8K
|
294
$21.9K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
293+ 0.07% |
$22K - $22.7K
|
392K
$29.2M
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
283+ 5.27% |
$21.2K - $21.9K
|
5.65K
$421K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
279+ 7.08% |
$20.9K - $21.6K
|
4.22K
$315K
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
276+ 9.81% |
$20.7K - $21.4K
|
3.09K
$230K
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
273+ 0.28% |
$20.5K - $21.1K
|
97.3K
$7.26M
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
272New |
$20.4K - $21.1K
|
272
$20.3K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
236+ 1.84% |
$17.7K - $18.3K
|
13.1K
$976K
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
227+ 0.49% |
$17K - $17.6K
|
46.2K
$3.45M
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
221New |
$16.6K - $17.1K
|
221
$16.5K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
216+ 0.51% |
$16.2K - $16.7K
|
42.8K
$3.19M
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
214+ 3.01% |
$16K - $16.6K
|
7.33K
$547K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
213+ 239.33% |
$16K - $16.5K
|
302
$22.5K
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
198+ 1.98% |
$14.8K - $15.3K
|
10.2K
$761K
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
181+ 1.03% |
$13.6K - $14K
|
17.7K
$1.32M
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
179+ 4.48% |
$13.4K - $13.9K
|
4.18K
$311K
|
|
Aug 04, 2023
Q2 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
178+ 3.31% |
$13.3K - $13.8K
|
5.56K
$415K
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
162+ 0.97% |
$12.1K - $12.6K
|
16.9K
$1.26M
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
143+ 3.55% |
$10.7K - $11.1K
|
4.17K
$311K
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
142+ 29.46% |
$10.6K - $11K
|
624
$46.5K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
123+ 1.07% |
$9.22K - $9.53K
|
11.6K
$868K
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
119+ 1.51% |
$8.92K - $9.22K
|
7.98K
$595K
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
107+ 1.75% |
$8.02K - $8.29K
|
6.23K
$464K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
104+ 0.44% |
$7.8K - $8.06K
|
23.8K
$1.77M
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
100+ 2.98% |
$7.5K - $7.75K
|
3.46K
$258K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
93+ 0.54% |
$6.97K - $7.2K
|
17.5K
$1.3M
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
87+ 0.52% |
$6.52K - $6.74K
|
16.7K
$1.24M
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
83+ 0.26% |
$6.22K - $6.43K
|
31.6K
$2.36M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
75+ 2.56% |
$5.62K - $5.81K
|
3K
$224K
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
73+ 0.86% |
$5.47K - $5.66K
|
8.59K
$640K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
70New |
$5.25K - $5.42K
|
70
$5.22K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
70+ 2.24% |
$5.25K - $5.42K
|
3.2K
$238K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
67New |
$5.02K - $5.19K
|
67
$4.99K
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
65+ 0.62% |
$4.87K - $5.04K
|
10.5K
$781K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
61+ 2.6% |
$4.57K - $4.73K
|
2.41K
$179K
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
53+ 0.84% |
$3.97K - $4.11K
|
6.36K
$474K
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
53+ 1.57% |
$3.97K - $4.11K
|
3.44K
$256K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
51New |
$3.82K - $3.95K
|
51
$3.8K
|