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 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-51- 48.57% |
$3.68K - $3.86K
|
54
$4.03K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-52- 0.98% |
$3.75K - $3.93K
|
5.24K
$391K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-54- 2.32% |
$3.89K - $4.09K
|
2.28K
$170K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-55- 0.64% |
$3.97K - $4.16K
|
8.56K
$638K
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-56- 0.31% |
$4.04K - $4.24K
|
18K
$1.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-58- 1.07% |
$4.18K - $4.39K
|
5.37K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-62- 0.37% |
$4.47K - $4.69K
|
16.5K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-63- 1.33% |
$4.54K - $4.77K
|
4.66K
$347K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-67- 1.91% |
$4.83K - $5.07K
|
3.45K
$257K
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-71- 1.07% |
$5.12K - $5.37K
|
6.56K
$489K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-80- 12.46% |
$5.77K - $6.05K
|
562
$41.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-94- 2.59% |
$6.78K - $7.11K
|
3.53K
$263K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-100- 2.8% |
$7.21K - $7.57K
|
3.47K
$259K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-101- 3.35% |
$7.28K - $7.64K
|
2.91K
$217K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-101- 3.35% |
$7.28K - $7.64K
|
2.91K
$217K
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-103- 0.23% |
$7.43K - $7.79K
|
45.6K
$3.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-107- 1.89% |
$7.72K - $8.1K
|
5.54K
$413K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-108- 3.15% |
$7.79K - $8.17K
|
3.32K
$248K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-109- 33.54% |
$7.86K - $8.25K
|
216
$16.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-120- 0.89% |
$8.65K - $9.08K
|
13.4K
$998K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-141- 5.78% |
$10.2K - $10.7K
|
2.3K
$171K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-145- 3.03% |
$10.5K - $11K
|
4.65K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-159- 1.28% |
$11.5K - $12K
|
12.3K
$915K
|
|
|
Oct 10, 2023
Q3 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-159- 0.2% |
$11.5K - $12K
|
80.1K
$5.97M
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-174- 1.7% |
$12.5K - $13.2K
|
10K
$748K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-178- 1.29% |
$12.8K - $13.5K
|
13.6K
$1.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-193- 14.93% |
$13.9K - $14.6K
|
1.1K
$82K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-204- 4.11% |
$14.7K - $15.4K
|
4.76K
$355K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-213- 70.53% |
$15.4K - $16.1K
|
89
$6.63K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-218- 1.87% |
$15.7K - $16.5K
|
11.4K
$852K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-233- 5.83% |
$16.8K - $17.6K
|
3.76K
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-237- 3.87% |
$17.1K - $17.9K
|
5.89K
$439K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-244- 2.52% |
$17.6K - $18.5K
|
9.44K
$703K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-260- 2.44% |
$18.7K - $19.7K
|
10.4K
$776K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-261- 5.27% |
$18.8K - $19.7K
|
4.7K
$350K
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-261- 0.82% |
$18.8K - $19.7K
|
31.4K
$2.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-262- 2.49% |
$18.9K - $19.8K
|
10.2K
$764K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-274- 93.2% |
$19.8K - $20.7K
|
20
$1.49K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-299- 12.64% |
$21.6K - $22.6K
|
2.07K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-306- 84.53% |
$22.1K - $23.2K
|
56
$4.17K
|
|
|
Oct 27, 2023
Q3 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-335- 2.28% |
$24.2K - $25.3K
|
14.4K
$1.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-340- 8.26% |
$24.5K - $25.7K
|
3.78K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-345- 10.44% |
$24.9K - $26.1K
|
2.96K
$221K
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-359- 1.34% |
$25.9K - $27.2K
|
26.4K
$1.97M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-360- 2.65% |
$26K - $27.2K
|
13.3K
$988K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-368- 0.92% |
$26.5K - $27.8K
|
39.7K
$2.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-373- 11.53% |
$26.9K - $28.2K
|
2.86K
$213K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-374- 8.98% |
$27K - $28.3K
|
3.79K
$283K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-377- 3.75% |
$27.2K - $28.5K
|
9.68K
$721K
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-384- 0.94% |
$27.7K - $29.1K
|
40.7K
$3.03M
|