Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-9.59K- 3.26% |
$687K - $732K
|
285K
$21.2M
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-10K- 41.65% |
$716K - $763K
|
14K
$1.04M
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-10.1K- 2.55% |
$723K - $770K
|
386K
$28.8M
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 55.26% |
$732K - $780K
|
8.28K
$617K
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-10.4K- 24.44% |
$744K - $793K
|
32.1K
$2.39M
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-10.4K- 23.09% |
$745K - $794K
|
34.7K
$2.58M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-10.4K- 35.36% |
$748K - $797K
|
19.1K
$1.42M
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-11K- 42.79% |
$785K - $836K
|
14.6K
$1.09M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11.4K- 35.69% |
$819K - $873K
|
20.6K
$1.54M
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-11.7K- 26.36% |
$841K - $896K
|
32.8K
$2.44M
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-11.9K- 41.75% |
$850K - $905K
|
16.5K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.1K- 13.46% |
$865K - $921K
|
77.6K
$5.79M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12.1K- 19.45% |
$866K - $923K
|
50.1K
$3.73M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-12.8K- 48.98% |
$914K - $974K
|
13.3K
$991K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-13.6K- 44.05% |
$977K - $1.04M
|
17.3K
$1.29M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.8K- 9.11% |
$985K - $1.05M
|
137K
$10.2M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.9K- 1.58% |
$1.07M - $1.14M
|
926K
$69M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15.1K- 70.96% |
$1.08M - $1.15M
|
6.18K
$461K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15.7K- 85.55% |
$1.12M - $1.2M
|
2.65K
$197K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15.7K- 20.77% |
$1.13M - $1.2M
|
59.9K
$4.47M
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16K- 25.24% |
$1.15M - $1.22M
|
47.4K
$3.54M
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17.4K- 19.16% |
$1.24M - $1.32M
|
73.2K
$5.46M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-18.7K- 49.78% |
$1.34M - $1.43M
|
18.9K
$1.41M
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-18.8K- 32.51% |
$1.35M - $1.43M
|
39K
$2.91M
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-19K- 5.69% |
$1.36M - $1.45M
|
315K
$23.5M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.2K- 8.71% |
$1.52M - $1.62M
|
222K
$16.5M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-22.2K- 34.07% |
$1.59M - $1.69M
|
43K
$3.2M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-23.1K- 58.67% |
$1.66M - $1.77M
|
16.3K
$1.22M
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-24.1K- 8.46% |
$1.73M - $1.84M
|
261K
$19.5M
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-26.7K- 50.07% |
$1.91M - $2.03M
|
26.6K
$1.98M
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-27.7K- 68.07% |
$1.99M - $2.12M
|
13K
$970K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-28.4K- 3.36% |
$2.04M - $2.17M
|
817K
$60.9M
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-28.6K- 33.23% |
$2.05M - $2.18M
|
57.4K
$4.28M
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-35K- 48.09% |
$2.51M - $2.67M
|
37.8K
$2.82M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.1K- 28.62% |
$2.52M - $2.68M
|
87.6K
$6.53M
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
SELL
|
- |
-36.6K- 17.47% |
$2.62M - $2.79M
|
173K
$12.9M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37.5K- 10.73% |
$2.69M - $2.86M
|
312K
$23.3M
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-40.7K- 61.66% |
$2.92M - $3.11M
|
25.3K
$1.89M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-40.8K- 10.15% |
$2.92M - $3.11M
|
361K
$26.9M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-41.2K- 56.54% |
$2.95M - $3.14M
|
31.6K
$2.36M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-52.3K- 15.14% |
$3.74M - $3.99M
|
293K
$21.8M
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-56.6K- 78.29% |
$4.06M - $4.32M
|
15.7K
$1.17M
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-64.3K- 28.99% |
$4.61M - $4.91M
|
157K
$11.7M
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-74.4K- 47.4% |
$5.33M - $5.68M
|
82.6K
$6.15M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-75.9K- 0.38% |
$5.43M - $5.79M
|
19.7M
$1.47B
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-81.5K- 18.24% |
$5.84M - $6.22M
|
365K
$27.2M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-89.3K- 47.3% |
$6.4M - $6.82M
|
99.5K
$7.42M
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-92.9K- 94.73% |
$6.65M - $7.09M
|
5.17K
$385K
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-117K- 84.11% |
$8.37M - $8.91M
|
22.1K
$1.65M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-130K- 90.6% |
$9.3M - $9.91M
|
13.5K
$1M
|