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 |
---|---|---|---|---|---|---|---|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.39K- 33.73% |
$245K - $257K
|
6.67K
$497K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.45K- 11.11% |
$249K - $261K
|
27.6K
$2.06M
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-3.47K- 12.04% |
$250K - $263K
|
25.4K
$1.89M
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-3.5K- 41.16% |
$252K - $265K
|
5K
$373K
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.66K- 12.82% |
$264K - $277K
|
24.9K
$1.86M
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.69K- 31.26% |
$266K - $279K
|
8.11K
$604K
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-3.72K- 2.26% |
$268K - $281K
|
161K
$12M
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.81KClosed |
$275K - $288K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.89K- 5.79% |
$281K - $295K
|
63.4K
$4.72M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.04K- 6.62% |
$291K - $305K
|
56.9K
$4.24M
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-4.13K- 10.63% |
$298K - $312K
|
34.7K
$2.59M
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-4.24K- 2.63% |
$306K - $321K
|
157K
$11.7M
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-4.37K- 13.63% |
$315K - $331K
|
27.7K
$2.06M
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-4.42K- 66.64% |
$319K - $334K
|
2.21K
$165K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.94K- 42.6% |
$356K - $374K
|
6.66K
$496K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.11K- 0.53% |
$368K - $387K
|
963K
$71.8M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.3K- 64.21% |
$382K - $401K
|
2.95K
$220K
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.42K- 37.99% |
$391K - $410K
|
8.85K
$660K
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-5.67K- 63.25% |
$409K - $429K
|
3.29K
$245K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-5.75K- 24.93% |
$415K - $435K
|
17.3K
$1.29M
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.76K- 18.69% |
$415K - $436K
|
25K
$1.87M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.79K- 67.53% |
$417K - $438K
|
2.78K
$207K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.87K- 36.22% |
$423K - $444K
|
10.3K
$770K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5.91K- 18.55% |
$426K - $447K
|
26K
$1.94M
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.95K- 38.16% |
$429K - $450K
|
9.63K
$718K
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.05K- 59.65% |
$436K - $458K
|
4.1K
$305K
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.08K- 3.3% |
$438K - $460K
|
178K
$13.3M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-6.17K- 3.14% |
$445K - $467K
|
190K
$14.2M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.18K- 7.27% |
$445K - $467K
|
78.8K
$5.88M
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-6.58K- 9.6% |
$474K - $498K
|
62K
$4.62M
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-6.68K- 59.19% |
$482K - $505K
|
4.6K
$343K
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.12K- 6.75% |
$513K - $539K
|
98.3K
$7.33M
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-7.31K- 2.0% |
$527K - $553K
|
357K
$26.6M
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.78K- 39.32% |
$561K - $589K
|
12K
$896K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.97K- 59.24% |
$575K - $603K
|
5.49K
$409K
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-8.42K- 10.22% |
$607K - $637K
|
73.9K
$5.51M
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.44K- 20.88% |
$609K - $639K
|
32K
$2.39M
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-8.71K- 29.98% |
$628K - $659K
|
20.3K
$1.52M
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-10.6K- 20.65% |
$765K - $803K
|
40.7K
$3.04M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.5K- 4.72% |
$826K - $867K
|
231K
$17.2M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.9K- 6.23% |
$861K - $904K
|
180K
$13.4M
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-12.5K- 4.73% |
$900K - $944K
|
251K
$18.7M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-13.9K- 56.4% |
$1M - $1.05M
|
10.7K
$800K
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-14.9K- 7.41% |
$1.08M - $1.13M
|
187K
$13.9M
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-15K- 16.0% |
$1.08M - $1.14M
|
78.8K
$5.87M
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-15.2K- 3.63% |
$1.09M - $1.15M
|
403K
$30M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16K- 16.68% |
$1.15M - $1.21M
|
79.8K
$5.95M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-16.2K- 9.05% |
$1.17M - $1.22M
|
162K
$12.1M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-18.5K- 16.37% |
$1.34M - $1.4M
|
94.7K
$7.06M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-23.7K- 44.0% |
$1.71M - $1.79M
|
30.2K
$2.25M
|