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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
16.7KNew |
$1.2M - $1.28M
|
16.7K
$1.25M
|
|
|
Feb 15, 2023
Q4 2022
|
Bradley Mark J.
|
BUY
|
- |
16.2KNew |
$1.16M - $1.24M
|
16.2K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
14.7KNew |
$1.06M - $1.12M
|
14.7K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 60.63% |
$1.05M - $1.12M
|
38.9K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
14.4K+ 331.1% |
$1.03M - $1.1M
|
18.8K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
14.4KNew |
$1.03M - $1.1M
|
14.4K
$1.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
14KNew |
$1M - $1.07M
|
14K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
13.9KNew |
$996K - $1.06M
|
13.9K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
13.6KNew |
$973K - $1.04M
|
13.6K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
13.3KNew |
$951K - $1.01M
|
13.3K
$990K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12K+ 357.44% |
$862K - $918K
|
15.4K
$1.15M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
11.7K+ 1041.78% |
$840K - $894K
|
12.8K
$958K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.5KNew |
$826K - $880K
|
11.5K
$859K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
11.2K+ 13.0% |
$804K - $857K
|
97.6K
$7.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
10.9K+ 10.26% |
$781K - $832K
|
117K
$8.74M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
10.7KNew |
$767K - $817K
|
10.7K
$798K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.6K+ 15.47% |
$762K - $812K
|
79.4K
$5.92M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10.5K+ 80.16% |
$751K - $800K
|
23.6K
$1.76M
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
10.3K+ 4.49% |
$737K - $785K
|
239K
$17.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
9.88K+ 59.47% |
$708K - $754K
|
26.5K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.51K+ 17.5% |
$681K - $725K
|
63.8K
$4.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
9.43K+ 257.28% |
$676K - $720K
|
13.1K
$976K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.4K+ 5.85% |
$673K - $717K
|
170K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.17K+ 16.9% |
$657K - $700K
|
63.4K
$4.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
9KNew |
$645K - $687K
|
9K
$671K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.96KNew |
$642K - $684K
|
8.96K
$668K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.51K+ 4.62% |
$610K - $649K
|
193K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8.48KNew |
$608K - $647K
|
8.48K
$632K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.44KNew |
$605K - $644K
|
8.44K
$629K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
8.42K+ 5.78% |
$603K - $642K
|
154K
$11.5M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.25K+ 10.4% |
$591K - $630K
|
87.6K
$6.53M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.14KNew |
$583K - $621K
|
8.14K
$607K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
8.1K+ 34.91% |
$580K - $618K
|
31.3K
$2.33M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.72KNew |
$553K - $589K
|
7.72K
$576K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.56K+ 45.86% |
$542K - $577K
|
24.1K
$1.79M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.52K+ 7.61% |
$539K - $574K
|
106K
$7.93M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.48K+ 11.2% |
$536K - $571K
|
74.3K
$5.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
7.43K+ 1.57% |
$532K - $567K
|
479K
$35.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.34KNew |
$526K - $560K
|
7.34K
$547K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.08K+ 50.43% |
$507K - $541K
|
21.1K
$1.58M
|
|
|
Jan 18, 2023
Q4 2022
|
Signify Wealth
|
BUY
|
- |
6.7K+ 3.92% |
$480K - $511K
|
178K
$13.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
6.68KNew |
$479K - $510K
|
6.68K
$498K
|
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
6.6KNew |
$473K - $503K
|
6.6K
$492K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.48K+ 1.1% |
$464K - $495K
|
594K
$44.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
6.38KNew |
$457K - $487K
|
6.38K
$476K
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
6.25KNew |
$448K - $477K
|
6.25K
$466K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
6.25K+ 11.73% |
$447K - $477K
|
59.5K
$4.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.08K+ 3.48% |
$435K - $464K
|
181K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.99K+ 19.25% |
$429K - $457K
|
37.1K
$2.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.91K+ 14.28% |
$423K - $451K
|
47.3K
$3.52M
|