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 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.6K+ 43.16% |
$3.36M - $3.52M
|
154K
$11.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
46.4K+ 25.67% |
$3.35M - $3.51M
|
227K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
45KNew |
$3.24M - $3.4M
|
45K
$3.35M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
44.7K+ 149.87% |
$3.22M - $3.38M
|
74.5K
$5.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
43.7KNew |
$3.15M - $3.3M
|
43.7K
$3.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
43.4K+ 6.63% |
$3.13M - $3.28M
|
697K
$51.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
43.1K+ 26.25% |
$3.11M - $3.26M
|
207K
$15.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
41.7KNew |
$3.01M - $3.16M
|
41.7K
$3.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
41K+ 29.38% |
$2.96M - $3.1M
|
181K
$13.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
40.9K+ 162.9% |
$2.95M - $3.1M
|
66.1K
$4.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
40.3KNew |
$2.91M - $3.05M
|
40.3K
$3.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
40.3KNew |
$2.9M - $3.05M
|
40.3K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
40.2K+ 778.5% |
$2.9M - $3.04M
|
45.4K
$3.38M
|
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
38.1K+ 26.01% |
$2.75M - $2.88M
|
185K
$13.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
35.8K+ 12.83% |
$2.58M - $2.71M
|
315K
$23.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
35.5KNew |
$2.56M - $2.68M
|
35.5K
$2.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.1K+ 5.22% |
$2.46M - $2.58M
|
688K
$51.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
32.5K+ 150.14% |
$2.34M - $2.46M
|
54.1K
$4.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
32.1K+ 108.84% |
$2.32M - $2.43M
|
61.7K
$4.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
31.6K+ 11.61% |
$2.28M - $2.39M
|
304K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
31.2K+ 8.06% |
$2.25M - $2.36M
|
418K
$31.2M
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
30.8K+ 97.39% |
$2.22M - $2.33M
|
62.4K
$4.65M
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
30KNew |
$2.16M - $2.27M
|
30K
$2.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
30KNew |
$2.16M - $2.27M
|
30K
$2.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.2K+ 6.41% |
$2.04M - $2.14M
|
469K
$35M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
27.4K+ 6.98% |
$1.98M - $2.08M
|
421K
$31.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
27.4K+ 30.08% |
$1.98M - $2.08M
|
119K
$8.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
27K+ 191.5% |
$1.95M - $2.05M
|
41.2K
$3.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
26.8K+ 20.47% |
$1.93M - $2.03M
|
158K
$11.8M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
26.3K+ 295.38% |
$1.9M - $1.99M
|
35.2K
$2.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
26.3K+ 83.29% |
$1.9M - $1.99M
|
57.9K
$4.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.9K+ 5.96% |
$1.87M - $1.96M
|
461K
$34.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.4K+ 8.82% |
$1.76M - $1.85M
|
301K
$22.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.3K+ 7.38% |
$1.75M - $1.84M
|
353K
$26.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24.2K+ 30.48% |
$1.74M - $1.83M
|
104K
$7.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
20.5K+ 6.62% |
$1.48M - $1.55M
|
330K
$24.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
20K+ 303.02% |
$1.44M - $1.51M
|
26.6K
$1.98M
|
|
|
Nov 20, 2023
Q3 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
19.2KNew |
$1.39M - $1.46M
|
19.2K
$1.43M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
19K+ 21.4% |
$1.37M - $1.44M
|
108K
$8.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
19KNew |
$1.37M - $1.44M
|
19K
$1.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
18.3K+ 295.4% |
$1.32M - $1.38M
|
24.5K
$1.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17.9KNew |
$1.29M - $1.36M
|
17.9K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.8K+ 211.63% |
$1.29M - $1.35M
|
26.3K
$1.96M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.6K+ 210.82% |
$1.27M - $1.33M
|
25.9K
$1.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.5K+ 5.26% |
$1.26M - $1.32M
|
349K
$26.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
17K+ 8.23% |
$1.23M - $1.29M
|
223K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
17KNew |
$1.22M - $1.28M
|
17K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
16.8K+ 111.32% |
$1.21M - $1.27M
|
31.9K
$2.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
16.1KNew |
$1.16M - $1.22M
|
16.1K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16.1K+ 12.27% |
$1.16M - $1.22M
|
147K
$11M
|