Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.84M+ 131.53% |
$482M - $525M
|
12M
$898M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.18M+ 20.1% |
$83.4M - $90.8M
|
7.07M
$527M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
958KNew |
$67.5M - $73.5M
|
958K
$71.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
925K+ 6807.17% |
$65.2M - $71M
|
939K
$70M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
706K+ 55.17% |
$49.8M - $54.2M
|
1.99M
$148M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
540K+ 100.05% |
$38.1M - $41.5M
|
1.08M
$80.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
443K+ 194.95% |
$31.2M - $34M
|
670K
$49.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
427K+ 138.99% |
$30.1M - $32.8M
|
735K
$54.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
384K+ 456.17% |
$27.1M - $29.5M
|
469K
$34.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
361K+ 42.33% |
$25.4M - $27.7M
|
1.21M
$90.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
309KNew |
$21.8M - $23.7M
|
309K
$23M
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
309KNew |
$21.8M - $23.7M
|
309K
$23M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
283K+ 268.61% |
$20M - $21.7M
|
389K
$29M
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
279KNew |
$19.6M - $21.4M
|
279K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
251K+ 1883.8% |
$17.7M - $19.2M
|
264K
$19.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
245K+ 1912.19% |
$17.3M - $18.8M
|
258K
$19.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
BUY
|
- |
232K+ 76.29% |
$16.4M - $17.8M
|
536K
$40M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
226KNew |
$16M - $17.4M
|
226K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
224K+ 9.36% |
$15.8M - $17.2M
|
2.62M
$195M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
217KNew |
$15.3M - $16.7M
|
217K
$16.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
216K+ 115.55% |
$15.2M - $16.6M
|
403K
$30.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
211KNew |
$14.9M - $16.2M
|
211K
$15.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
189K+ 3.18% |
$13.3M - $14.5M
|
6.13M
$457M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
184KNew |
$12.9M - $14.1M
|
184K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
180K+ 713.79% |
$12.7M - $13.8M
|
205K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
173KNew |
$12.2M - $13.3M
|
173K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
165KNew |
$11.6M - $12.6M
|
165K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
162K+ 5437.92% |
$11.4M - $12.4M
|
165K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 3.18% |
$11.2M - $12.2M
|
5.16M
$384M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
158K+ 954.97% |
$11.1M - $12.1M
|
174K
$13M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
155K+ 19.42% |
$10.9M - $11.9M
|
955K
$71.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
154K+ 5125.21% |
$10.9M - $11.8M
|
157K
$11.7M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
153K+ 658.49% |
$10.8M - $11.7M
|
176K
$13.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
144KNew |
$10.1M - $11M
|
144K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
143K+ 100.19% |
$10.1M - $11M
|
285K
$21.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
139K+ 581.78% |
$9.8M - $10.7M
|
163K
$12.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
139KNew |
$9.8M - $10.7M
|
139K
$10.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
138K+ 45.71% |
$9.7M - $10.6M
|
439K
$32.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
129K+ 12.6% |
$9.07M - $9.88M
|
1.15M
$85.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
128KNew |
$9M - $9.8M
|
128K
$9.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
122KNew |
$8.62M - $9.39M
|
122K
$9.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Gpwm LLC
|
BUY
|
- |
121KNew |
$8.5M - $9.26M
|
121K
$8.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
119K+ 4.76% |
$8.41M - $9.15M
|
2.63M
$196M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
107KNew |
$7.53M - $8.2M
|
107K
$7.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
106K+ 1069.45% |
$7.48M - $8.14M
|
116K
$8.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
101K+ 56.08% |
$7.14M - $7.78M
|
282K
$21M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
100KNew |
$7.07M - $7.7M
|
100K
$7.48M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
93.9K+ 177.43% |
$6.62M - $7.21M
|
147K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
93.8KNew |
$6.61M - $7.2M
|
93.8K
$6.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
87.2K+ 18.59% |
$6.15M - $6.69M
|
556K
$41.5M
|