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 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-24.7K- 4.81% |
$1.78M - $1.87M
|
488K
$36.4M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-25.3K- 39.79% |
$1.83M - $1.92M
|
38.3K
$2.86M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25.4K- 15.11% |
$1.83M - $1.92M
|
143K
$10.6M
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-28.2K- 20.29% |
$2.04M - $2.14M
|
111K
$8.27M
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-29K- 11.06% |
$2.09M - $2.19M
|
233K
$17.4M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-32K- 77.43% |
$2.31M - $2.42M
|
9.32K
$695K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-32K- 77.43% |
$2.31M - $2.42M
|
9.32K
$695K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33.4K- 8.12% |
$2.41M - $2.53M
|
378K
$28.2M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-34.1K- 9.57% |
$2.46M - $2.58M
|
322K
$24M
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-44.3K- 93.63% |
$3.19M - $3.35M
|
3.01K
$225K
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-50.6K- 29.62% |
$3.65M - $3.83M
|
120K
$8.95M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-59.8K- 17.33% |
$4.31M - $4.53M
|
285K
$21.3M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-79.8K- 89.22% |
$5.75M - $6.04M
|
9.64K
$718K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-98.6K- 64.66% |
$7.11M - $7.46M
|
53.9K
$4.02M
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-105K- 69.24% |
$7.55M - $7.92M
|
46.5K
$3.47M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-110K- 4.4% |
$7.95M - $8.34M
|
2.39M
$178M
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-145K- 85.87% |
$10.5M - $11M
|
23.9K
$1.78M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-161K- 8.36% |
$11.6M - $12.2M
|
1.77M
$132M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-165KClosed |
$11.9M - $12.5M
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-180K- 42.67% |
$13M - $13.6M
|
241K
$18M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-186K- 18.9% |
$13.4M - $14.1M
|
799K
$59.6M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-222K- 44.68% |
$16M - $16.8M
|
275K
$20.5M
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-234K- 98.55% |
$16.9M - $17.7M
|
3.46K
$258K
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-454KClosed |
$32.8M - $34.4M
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-537K- 98.62% |
$38.7M - $40.6M
|
7.53K
$561K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-828K- 14.82% |
$59.7M - $62.7M
|
4.76M
$355M
|
|
Oct 10, 2023
Q3 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1.38M- 99.03% |
$99.6M - $105M
|
13.6K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.38M- 16.14% |
$244M - $256M
|
17.6M
$1.31B
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.84M- 56.81% |
$493M - $518M
|
5.2M
$388M
|