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
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
66New |
$4.76K - $5.04K
|
66
$4.92K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
58+ 0.4% |
$4.19K - $4.43K
|
14.4K
$1.08M
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
57+ 2.05% |
$4.11K - $4.35K
|
2.83K
$211K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
56New |
$4.04K - $4.27K
|
56
$4.17K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
56New |
$4.04K - $4.27K
|
56
$4.17K
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
55+ 1.99% |
$3.97K - $4.2K
|
2.81K
$210K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
49New |
$3.54K - $3.74K
|
49
$3.65K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
42+ 0.31% |
$3.03K - $3.21K
|
13.4K
$1M
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
32+ 0.68% |
$2.31K - $2.44K
|
4.76K
$354K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20+ 0.11% |
$1.44K - $1.53K
|
18.6K
$1.38M
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
19+ 0.45% |
$1.37K - $1.45K
|
4.21K
$314K
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
16+ 0.44% |
$1.16K - $1.22K
|
3.62K
$270K
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
12+ 0.43% |
$866 - $916
|
2.79K
$208K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10+ 5.08% |
$722 - $763
|
207
$15.4K
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10+ 0.17% |
$722 - $763
|
5.87K
$438K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9+ 9.47% |
$650 - $687
|
104
$7.75K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6New |
$433 - $458
|
6
$447
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 0.1% |
$289 - $305
|
3.88K
$289K
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
4+ 0.83% |
$289 - $305
|
488
$36.4K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.44% |
$144 - $153
|
459
$34.2K
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.03% |
$144 - $153
|
7.09K
$528K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 8.33% |
$72.2 - $76.3
|
13
$969
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 4.76% |
$72.2 - $76.3
|
22
$1.64K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.15% |
$72.2 - $76.3
|
672
$50.1K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.02% |
$72.2 - $76.3
|
99
$7.38K
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6- 0.1% |
$433 - $458
|
6K
$447K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-12- 0.37% |
$866 - $916
|
3.25K
$242K
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-12- 0.21% |
$866 - $916
|
5.84K
$435K
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-17- 0.2% |
$1.23K - $1.3K
|
8.32K
$620K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-20- 21.98% |
$1.44K - $1.53K
|
71
$5.29K
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-33- 12.18% |
$2.38K - $2.52K
|
238
$17.7K
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-44- 1.34% |
$3.18K - $3.36K
|
3.24K
$241K
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-46- 0.06% |
$3.32K - $3.51K
|
77.3K
$5.76M
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-50- 1.15% |
$3.61K - $3.82K
|
4.29K
$319K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-56- 6.19% |
$4.04K - $4.27K
|
848
$63.2K
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-66- 0.82% |
$4.76K - $5.04K
|
7.98K
$595K
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-70- 0.97% |
$5.05K - $5.34K
|
7.12K
$531K
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-75- 1.19% |
$5.41K - $5.72K
|
6.25K
$466K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-83- 1.34% |
$5.99K - $6.33K
|
6.12K
$456K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-85- 10.75% |
$6.14K - $6.49K
|
706
$52.6K
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-95- 0.85% |
$6.86K - $7.25K
|
11.1K
$827K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-96- 2.81% |
$6.93K - $7.33K
|
3.32K
$247K
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-123- 1.48% |
$8.88K - $9.39K
|
8.2K
$611K
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-123- 2.01% |
$8.88K - $9.39K
|
6.01K
$448K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-125- 0.86% |
$9.02K - $9.54K
|
14.4K
$1.07M
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-126- 0.65% |
$9.1K - $9.62K
|
19.3K
$1.44M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-130- 0.48% |
$9.38K - $9.92K
|
26.9K
$2M
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-131- 5.05% |
$9.46K - $10K
|
2.46K
$183K
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-132- 3.75% |
$9.53K - $10.1K
|
3.39K
$253K
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-135- 2.8% |
$9.75K - $10.3K
|
4.68K
$349K
|