Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
3.45K+ 61.74% |
$308K - $315K
|
9.03K
$673K
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.39KNew |
$303K - $309K
|
3.39K
$252K
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.37K+ 34.15% |
$301K - $308K
|
13.2K
$986K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.32K+ 2.59% |
$297K - $303K
|
132K
$9.82M
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.3K+ 6.74% |
$295K - $302K
|
52.3K
$3.9M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.25K+ 8.23% |
$290K - $297K
|
42.7K
$3.19M
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
3.22K+ 3.04% |
$288K - $294K
|
109K
$8.16M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.21KNew |
$287K - $293K
|
3.21K
$239K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.14K+ 16.23% |
$280K - $286K
|
22.5K
$1.67M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.04K+ 30.76% |
$272K - $278K
|
12.9K
$964K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.02K+ 13.46% |
$270K - $276K
|
25.5K
$1.9M
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.98K+ 203.96% |
$267K - $272K
|
4.45K
$332K
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
2.92K+ 8.65% |
$261K - $267K
|
36.7K
$2.74M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.89KNew |
$258K - $264K
|
2.89K
$215K
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.8KNew |
$251K - $256K
|
2.8K
$209K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.79KNew |
$249K - $255K
|
2.79K
$208K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.79KNew |
$249K - $255K
|
2.79K
$208K
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
2.61KNew |
$233K - $238K
|
2.61K
$194K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.59K+ 2.74% |
$232K - $237K
|
97.2K
$7.24M
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.54KNew |
$227K - $232K
|
2.54K
$189K
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.52K+ 6.42% |
$226K - $230K
|
41.8K
$3.12M
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.51KNew |
$225K - $230K
|
2.51K
$187K
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.5KNew |
$224K - $228K
|
2.5K
$186K
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.47KNew |
$221K - $225K
|
2.47K
$184K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.46K+ 45.84% |
$220K - $225K
|
7.82K
$583K
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
2.33KNew |
$208K - $213K
|
2.33K
$174K
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.27KNew |
$203K - $207K
|
2.27K
$169K
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.25KNew |
$201K - $205K
|
2.25K
$167K
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.16KNew |
$193K - $198K
|
2.16K
$161K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.13K+ 54.35% |
$190K - $194K
|
6.04K
$450K
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.04K+ 1.44% |
$183K - $187K
|
144K
$10.8M
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.03K+ 82.9% |
$182K - $185K
|
4.48K
$334K
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.9K+ 26.7% |
$170K - $174K
|
9.03K
$673K
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.82K+ 43.0% |
$163K - $166K
|
6.06K
$451K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.81KNew |
$162K - $165K
|
1.81K
$135K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.78K+ 18.09% |
$159K - $163K
|
11.6K
$867K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.77K+ 4.97% |
$158K - $161K
|
37.4K
$2.78M
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
1.76K+ 17.58% |
$158K - $161K
|
11.8K
$880K
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
1.76K+ 4.66% |
$158K - $161K
|
39.6K
$2.95M
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.76K+ 2.76% |
$157K - $161K
|
65.5K
$4.89M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.73K+ 7.43% |
$154K - $158K
|
25K
$1.86M
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.71K+ 15.1% |
$153K - $156K
|
13K
$971K
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.68K+ 63.08% |
$150K - $153K
|
4.33K
$323K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.67K+ 333.0% |
$149K - $152K
|
2.17K
$161K
|
|
Oct 26, 2021
Q3 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.65K+ 0.9% |
$148K - $151K
|
185K
$13.8M
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.63K+ 5.45% |
$146K - $149K
|
31.6K
$2.35M
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 19.28% |
$144K - $147K
|
9.99K
$745K
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
BUY
|
- |
1.58K+ 2.26% |
$141K - $144K
|
71.3K
$5.31M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.57K+ 28.1% |
$140K - $143K
|
7.14K
$532K
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
1.5K+ 36.58% |
$134K - $137K
|
5.58K
$416K
|