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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16K+ 24.75% |
$1.15M - $1.21M
|
80.5K
$6M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.7K+ 11.65% |
$1.13M - $1.19M
|
151K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.3K+ 8.47% |
$1.11M - $1.16M
|
196K
$14.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15K+ 4.83% |
$1.08M - $1.14M
|
326K
$24.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
14.3K+ 86.6% |
$1.03M - $1.08M
|
30.9K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13.5K+ 82.73% |
$971K - $1.02M
|
29.7K
$2.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
13.1K+ 7.58% |
$943K - $990K
|
186K
$13.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13KNew |
$938K - $984K
|
13K
$970K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 24.34% |
$927K - $973K
|
65.7K
$4.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 1529.5% |
$901K - $946K
|
13.3K
$992K
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
12.4K+ 3.02% |
$895K - $939K
|
423K
$31.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.3KNew |
$888K - $932K
|
12.3K
$918K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.9K+ 211.37% |
$858K - $900K
|
17.5K
$1.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.8K+ 43.3% |
$851K - $893K
|
39K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
11.3K+ 10.08% |
$815K - $855K
|
123K
$9.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.2K+ 79.85% |
$808K - $848K
|
25.2K
$1.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10.7K+ 13.84% |
$771K - $809K
|
87.9K
$6.55M
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
BUY
|
- |
10.6K+ 7.99% |
$768K - $806K
|
144K
$10.7M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
10.6K+ 116.98% |
$761K - $799K
|
19.6K
$1.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.2K+ 2.37% |
$737K - $773K
|
441K
$32.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
9.9K+ 223.4% |
$714K - $749K
|
14.3K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
9.41K+ 129.6% |
$678K - $712K
|
16.7K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
9.29K+ 19.55% |
$670K - $703K
|
56.8K
$4.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
9.08K+ 8.24% |
$655K - $687K
|
119K
$8.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.96K+ 20.54% |
$646K - $678K
|
52.6K
$3.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.52KNew |
$615K - $645K
|
8.52K
$635K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.24K+ 19.36% |
$594K - $624K
|
50.8K
$3.79M
|
|
|
Oct 27, 2023
Q3 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
8.19K+ 3.85% |
$591K - $620K
|
221K
$16.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.15K+ 5.44% |
$588K - $617K
|
158K
$11.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.03K+ 45.94% |
$579K - $607K
|
25.5K
$1.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
8.02KNew |
$579K - $607K
|
8.02K
$598K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
7.92K+ 38.49% |
$571K - $599K
|
28.5K
$2.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.84K+ 192.28% |
$565K - $593K
|
11.9K
$889K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
7.81K+ 2.92% |
$563K - $591K
|
276K
$20.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
7.76K+ 4.44% |
$559K - $587K
|
182K
$13.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.72KNew |
$557K - $584K
|
7.72K
$576K
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
7.42K+ 22.75% |
$535K - $561K
|
40K
$2.98M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7.23K+ 45.13% |
$521K - $547K
|
23.3K
$1.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.15KNew |
$516K - $541K
|
7.15K
$533K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.12K+ 29.2% |
$513K - $539K
|
31.5K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7.09K+ 5.04% |
$511K - $537K
|
148K
$11M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
6.91K+ 1.94% |
$498K - $523K
|
362K
$27M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.88K+ 7.88% |
$496K - $520K
|
94.1K
$7.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.79K+ 71.25% |
$489K - $514K
|
16.3K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
6.65KNew |
$480K - $504K
|
6.65K
$496K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.59K+ 8.57% |
$475K - $499K
|
83.5K
$6.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
6.05K+ 4.22% |
$436K - $458K
|
150K
$11.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
5.99KNew |
$432K - $454K
|
5.99K
$447K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.97K+ 8.55% |
$430K - $452K
|
75.8K
$5.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.97K+ 4.09% |
$430K - $452K
|
152K
$11.3M
|