Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.17MNew |
$156M - $164M
|
2.17M
$162M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.06MNew |
$76.7M - $80.5M
|
1.06M
$79.3M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
940KNew |
$67.8M - $71.2M
|
940K
$70.1M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
853KNew |
$61.5M - $64.5M
|
853K
$63.6M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
742K+ 10.18% |
$53.5M - $56.2M
|
8.03M
$599M
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
740K+ 137.05% |
$53.4M - $56M
|
1.28M
$95.4M
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
589K+ 47.87% |
$42.5M - $44.6M
|
1.82M
$136M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
544KNew |
$39.3M - $41.2M
|
544K
$40.6M
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
525K+ 110.16% |
$37.8M - $39.7M
|
1M
$74.6M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
497K+ 1164.94% |
$35.9M - $37.6M
|
540K
$40.3M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
462KNew |
$33.3M - $35M
|
462K
$34.5M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
449K+ 8.18% |
$32.4M - $34M
|
5.94M
$443M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
406KNew |
$29.3M - $30.7M
|
406K
$30.3M
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
381K+ 6775.22% |
$27.5M - $28.8M
|
387K
$28.8M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
315K+ 21.72% |
$22.7M - $23.8M
|
1.76M
$132M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
307KNew |
$22.2M - $23.3M
|
307K
$22.9M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
285K+ 5.8% |
$20.6M - $21.6M
|
5.2M
$388M
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
262K+ 281775.28% |
$18.9M - $19.8M
|
262K
$19.5M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
244K+ 31.68% |
$17.6M - $18.4M
|
1.01M
$75.5M
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
238KNew |
$17.1M - $18M
|
238K
$17.7M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
237KNew |
$17.1M - $18M
|
237K
$17.7M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
195K+ 334.75% |
$14.1M - $14.8M
|
254K
$18.9M
|
|
Nov 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
193KNew |
$13.9M - $14.6M
|
193K
$14.4M
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
162K+ 96.11% |
$11.7M - $12.2M
|
330K
$24.6M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
152K+ 6.23% |
$11M - $11.5M
|
2.59M
$193M
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
148KNew |
$10.7M - $11.2M
|
148K
$11.1M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
140K+ 5.92% |
$10.1M - $10.6M
|
2.51M
$187M
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
140KNew |
$10.1M - $10.6M
|
140K
$10.4M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
135K+ 5.34% |
$9.7M - $10.2M
|
2.65M
$198M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
134K+ 46.74% |
$9.64M - $10.1M
|
420K
$31.3M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126K+ 3.2% |
$9.08M - $9.52M
|
4.06M
$303M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
111K+ 12.81% |
$8M - $8.4M
|
977K
$72.8M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
96.6K+ 5.91% |
$6.96M - $7.31M
|
1.73M
$129M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
95.8KNew |
$6.91M - $7.25M
|
95.8K
$7.14M
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
95.7K+ 48.53% |
$6.9M - $7.24M
|
293K
$21.8M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
92.3K+ 97.31% |
$6.66M - $6.99M
|
187K
$14M
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
86.6K+ 16.48% |
$6.25M - $6.56M
|
612K
$45.6M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
82.2KNew |
$5.93M - $6.22M
|
82.2K
$6.13M
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
81.9KNew |
$5.9M - $6.2M
|
81.9K
$6.1M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.4K+ 1.57% |
$5.58M - $5.86M
|
5M
$373M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
67KNew |
$4.83M - $5.07M
|
67K
$5M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
63.7K+ 881.89% |
$4.59M - $4.82M
|
70.9K
$5.29M
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
63.4K+ 330.29% |
$4.57M - $4.8M
|
82.7K
$6.16M
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
58.8K+ 4.37% |
$4.24M - $4.45M
|
1.4M
$105M
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
58.1K+ 20.86% |
$4.19M - $4.4M
|
337K
$25.1M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
56.7K+ 20.62% |
$4.09M - $4.29M
|
331K
$24.7M
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
54.1K+ 23.22% |
$3.9M - $4.1M
|
287K
$21.4M
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
51.3K+ 162.64% |
$3.7M - $3.88M
|
82.8K
$6.18M
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
49.7KNew |
$3.58M - $3.76M
|
49.7K
$3.7M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46.8K+ 4.8% |
$3.37M - $3.54M
|
1.02M
$76.1M
|