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
|
Private Trust CO Na
|
BUY
|
- |
1.19K+ 35.73% |
$85.7K - $89.9K
|
4.51K
$336K
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.15K+ 12.82% |
$82.8K - $86.9K
|
10.1K
$753K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.12K+ 5.1% |
$80.5K - $84.5K
|
23K
$1.71M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.1K+ 2.57% |
$79.5K - $83.4K
|
43.9K
$3.27M
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
1.1K+ 5.32% |
$79.5K - $83.4K
|
21.8K
$1.63M
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
1.1K+ 2.11% |
$79.3K - $83.2K
|
53.3K
$3.97M
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.1K+ 7.03% |
$79K - $82.9K
|
16.7K
$1.24M
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
1.08K+ 48.87% |
$77.8K - $81.6K
|
3.29K
$245K
|
|
Nov 09, 2023
Q3 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
1.04K+ 3.38% |
$75.3K - $79K
|
31.9K
$2.38M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
994+ 31.56% |
$71.7K - $75.2K
|
4.14K
$309K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
988New |
$71.2K - $74.8K
|
988
$73.7K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
976+ 1.04% |
$70.4K - $73.9K
|
94.5K
$7.05M
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
967+ 29.68% |
$69.7K - $73.2K
|
4.23K
$315K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
954New |
$68.8K - $72.2K
|
954
$71.1K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
933+ 2.02% |
$67.3K - $70.6K
|
47.2K
$3.52M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
926+ 1.03% |
$66.8K - $70.1K
|
91.1K
$6.79M
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
908+ 4.05% |
$65.5K - $68.7K
|
23.4K
$1.74M
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
901+ 3.54% |
$65K - $68.2K
|
26.4K
$1.97M
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
894+ 4.0% |
$64.5K - $67.6K
|
23.2K
$1.73M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
888+ 3.55% |
$64K - $67.2K
|
25.9K
$1.93M
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
835+ 21.81% |
$60.2K - $63.2K
|
4.66K
$348K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
795+ 18.84% |
$57.3K - $60.2K
|
5.01K
$374K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
778New |
$56.1K - $58.9K
|
778
$58K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
775+ 3229.17% |
$55.9K - $58.6K
|
799
$59.6K
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
715+ 1.52% |
$51.6K - $54.1K
|
47.9K
$3.57M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
712+ 949.33% |
$51.3K - $53.9K
|
787
$58.7K
|
|
Oct 10, 2023
Q3 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
696+ 2.25% |
$50.2K - $52.7K
|
31.7K
$2.36M
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
BUY
|
- |
662+ 24.5% |
$47.7K - $50.1K
|
3.36K
$251K
|
|
Nov 01, 2023
Q3 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
633+ 0.68% |
$45.6K - $47.9K
|
94.3K
$7.03M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
615+ 1.1% |
$44.3K - $46.5K
|
56.3K
$4.2M
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
614+ 225.74% |
$44.3K - $46.5K
|
886
$66.1K
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
611+ 19.38% |
$44.1K - $46.2K
|
3.76K
$281K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
583+ 2.97% |
$42K - $44.1K
|
20.2K
$1.5M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
575+ 3.07% |
$41.5K - $43.5K
|
19.3K
$1.44M
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
570+ 7.59% |
$41.1K - $43.1K
|
8.08K
$602K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
538+ 17.92% |
$38.8K - $40.7K
|
3.54K
$264K
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
535+ 4.81% |
$38.6K - $40.5K
|
11.6K
$868K
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
529+ 2.35% |
$38.1K - $40K
|
23K
$1.72M
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
524+ 0.9% |
$37.8K - $39.7K
|
58.6K
$4.37M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
498+ 1.11% |
$35.9K - $37.7K
|
45.2K
$3.37M
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
492+ 1.6% |
$35.5K - $37.2K
|
31.3K
$2.33M
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
488+ 7.03% |
$35.2K - $36.9K
|
7.43K
$554K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
467+ 2.33% |
$33.7K - $35.3K
|
20.5K
$1.53M
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
440+ 13.83% |
$31.7K - $33.3K
|
3.62K
$270K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
423+ 0.38% |
$30.5K - $32K
|
111K
$8.25M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
415+ 9.53% |
$29.9K - $31.4K
|
4.77K
$356K
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
379+ 0.67% |
$27.3K - $28.7K
|
57.2K
$4.26M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
364+ 11.11% |
$26.2K - $27.5K
|
3.64K
$271K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
345+ 12.47% |
$24.9K - $26.1K
|
3.11K
$232K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
341+ 1.94% |
$24.6K - $25.8K
|
17.9K
$1.33M
|