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
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
49+ 1.45% |
$3.67K - $3.8K
|
3.43K
$256K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
41+ 0.78% |
$3.07K - $3.18K
|
5.29K
$395K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
41+ 0.93% |
$3.07K - $3.18K
|
4.43K
$330K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
38+ 0.82% |
$2.85K - $2.94K
|
4.66K
$348K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
37+ 1.1% |
$2.77K - $2.87K
|
3.42K
$255K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
34+ 0.55% |
$2.55K - $2.63K
|
6.24K
$465K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
34+ 0.73% |
$2.55K - $2.63K
|
4.69K
$349K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
33New |
$2.47K - $2.56K
|
33
$2.46K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
31+ 0.96% |
$2.32K - $2.4K
|
3.25K
$243K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25+ 2.33% |
$1.87K - $1.94K
|
1.1K
$82K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
24+ 0.17% |
$1.8K - $1.86K
|
14K
$1.04M
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
24+ 0.73% |
$1.8K - $1.86K
|
3.31K
$247K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23+ 62.16% |
$1.72K - $1.78K
|
60
$4.47K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
20+ 0.69% |
$1.5K - $1.55K
|
2.92K
$218K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20+ 0.71% |
$1.5K - $1.55K
|
2.82K
$210K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20+ 0.8% |
$1.5K - $1.55K
|
2.52K
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
20+ 0.46% |
$1.5K - $1.55K
|
4.36K
$325K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18+ 1.66% |
$1.35K - $1.39K
|
1.1K
$82.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
14+ 0.26% |
$1.05K - $1.08K
|
5.45K
$406K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
13New |
$974 - $1.01K
|
13
$969
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
12+ 0.1% |
$900 - $930
|
12.5K
$931K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11+ 0.41% |
$825 - $852
|
2.69K
$200K
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
8+ 0.03% |
$600 - $620
|
24.6K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
8+ 0.06% |
$600 - $620
|
13.3K
$991K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
7+ 0.82% |
$525 - $542
|
859
$64K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.15% |
$525 - $542
|
4.63K
$345K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 1.16% |
$450 - $465
|
525
$39.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
6New |
$450 - $465
|
6
$447
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.17% |
$450 - $465
|
3.63K
$270K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3+ 0.04% |
$225 - $232
|
8.13K
$606K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.78% |
$150 - $155
|
258
$19.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.43% |
$150 - $155
|
463
$34.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.51% |
$75 - $77.5
|
196
$14.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.01% |
$75 - $77.5
|
100
$7.46K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.04% |
$75 - $77.5
|
2.76K
$206K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 2.6% |
$150 - $155
|
75
$5.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-10- 1.54% |
$750 - $775
|
638
$47.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-14- 4.93% |
$1.05K - $1.08K
|
270
$20.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-15- 0.46% |
$1.12K - $1.16K
|
3.24K
$241K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-17- 0.69% |
$1.27K - $1.32K
|
2.44K
$182K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-17- 0.26% |
$1.27K - $1.32K
|
6.6K
$492K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-20- 0.15% |
$1.5K - $1.55K
|
13.1K
$974K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-30- 0.44% |
$2.25K - $2.32K
|
6.74K
$502K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-30- 0.93% |
$2.25K - $2.32K
|
3.18K
$237K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-40- 0.62% |
$3K - $3.1K
|
6.4K
$477K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-41- 1.21% |
$3.07K - $3.18K
|
3.34K
$249K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-42- 0.83% |
$3.15K - $3.25K
|
5.05K
$376K
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-44- 1.36% |
$3.3K - $3.41K
|
3.19K
$237K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-45- 0.27% |
$3.37K - $3.49K
|
16.4K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-46- 0.47% |
$3.45K - $3.56K
|
9.68K
$722K
|