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 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.94K+ 4.55% |
$428K - $449K
|
136K
$10.2M
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.91KNew |
$426K - $447K
|
5.91K
$441K
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
5.76K+ 9.49% |
$415K - $436K
|
66.5K
$4.96M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.72K+ 2.17% |
$413K - $433K
|
269K
$20M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.66KNew |
$408K - $428K
|
5.66K
$422K
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
5.64K+ 52.23% |
$407K - $427K
|
16.4K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.54K+ 205.87% |
$400K - $420K
|
8.24K
$614K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.51KNew |
$397K - $417K
|
5.51K
$411K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.5KNew |
$397K - $416K
|
5.5K
$410K
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.44K+ 18.39% |
$393K - $412K
|
35K
$2.61M
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.41KNew |
$390K - $409K
|
5.41K
$403K
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.39K+ 22.02% |
$389K - $408K
|
29.9K
$2.23M
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
5.15KNew |
$372K - $390K
|
5.15K
$384K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.11K+ 1.15% |
$368K - $386K
|
450K
$33.5M
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4.96K+ 16.12% |
$358K - $375K
|
35.7K
$2.66M
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4.84KNew |
$349K - $367K
|
4.84K
$361K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.73K+ 70.26% |
$341K - $358K
|
11.5K
$855K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.62K+ 9.7% |
$333K - $349K
|
52.2K
$3.89M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6KNew |
$332K - $348K
|
4.6K
$343K
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
4.48K+ 72.0% |
$323K - $339K
|
10.7K
$798K
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.48K+ 4.31% |
$323K - $339K
|
108K
$8.08M
|
|
Oct 31, 2023
Q3 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
4.37K+ 0.96% |
$315K - $331K
|
459K
$34.2M
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
4.27K+ 8.93% |
$308K - $323K
|
52.2K
$3.89M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.25K+ 1.08% |
$307K - $322K
|
396K
$29.5M
|
|
Nov 06, 2023
Q3 2023
|
True Wealth Financial Partners
|
BUY
|
- |
4.23K+ 4.7% |
$305K - $320K
|
94.1K
$7.02M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.2K+ 5.83% |
$303K - $318K
|
76.2K
$5.68M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.19KNew |
$302K - $317K
|
4.19K
$312K
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.17K+ 2.5% |
$300K - $315K
|
171K
$12.7M
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.14K+ 28.23% |
$298K - $313K
|
18.8K
$1.4M
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
BUY
|
- |
4.09K+ 2.23% |
$295K - $309K
|
188K
$14M
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.95K+ 8.52% |
$285K - $299K
|
50.3K
$3.75M
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.91K+ 5.37% |
$282K - $295K
|
76.6K
$5.71M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.87KNew |
$279K - $293K
|
3.87K
$288K
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
3.84K+ 1.57% |
$277K - $290K
|
249K
$18.5M
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
3.83K+ 2.27% |
$276K - $290K
|
173K
$12.9M
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.81K+ 6.23% |
$275K - $288K
|
65K
$4.85M
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
3.8K+ 24.19% |
$274K - $288K
|
19.5K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.79KNew |
$273K - $287K
|
3.79K
$282K
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
BUY
|
- |
3.78K+ 13.44% |
$272K - $286K
|
31.9K
$2.38M
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.59K+ 0.86% |
$259K - $272K
|
423K
$31.6M
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.52K+ 0.72% |
$253K - $266K
|
491K
$36.6M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.49KNew |
$252K - $264K
|
3.49K
$260K
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
3.47K+ 1.93% |
$250K - $263K
|
183K
$13.7M
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.43KNew |
$247K - $259K
|
3.43K
$256K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.41K+ 2.97% |
$246K - $258K
|
118K
$8.81M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.36KNew |
$242K - $254K
|
3.36K
$250K
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
3.35K+ 9.13% |
$241K - $253K
|
40K
$2.98M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.34K+ 114.22% |
$241K - $253K
|
6.27K
$467K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.34K+ 14.73% |
$241K - $252K
|
26K
$1.94M
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.32K+ 29.33% |
$239K - $251K
|
14.6K
$1.09M
|