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
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-311- 3.89% |
$21.9K - $23.9K
|
7.68K
$574K
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-337- 2.77% |
$23.8K - $25.9K
|
11.8K
$883K
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-350- 9.3% |
$24.7K - $26.9K
|
3.41K
$255K
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-350- 10.63% |
$24.7K - $26.9K
|
2.94K
$220K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-360- 2.05% |
$25.4K - $27.6K
|
17.2K
$1.28M
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-375- 4.84% |
$26.4K - $28.8K
|
7.37K
$550K
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-387- 0.88% |
$27.3K - $29.7K
|
43.5K
$3.25M
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-394- 2.05% |
$27.8K - $30.2K
|
18.8K
$1.41M
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-400- 7.35% |
$28.2K - $30.7K
|
5.04K
$376K
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-401- 0.34% |
$28.3K - $30.8K
|
118K
$8.82M
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-402- 3.6% |
$28.3K - $30.8K
|
10.8K
$803K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-403- 8.67% |
$28.4K - $30.9K
|
4.24K
$317K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-405- 6.46% |
$28.5K - $31.1K
|
5.86K
$438K
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-415- 2.31% |
$29.3K - $31.8K
|
17.5K
$1.31M
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-415- 6.23% |
$29.3K - $31.8K
|
6.24K
$466K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-425- 3.27% |
$30K - $32.6K
|
12.6K
$940K
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-429- 0.95% |
$30.2K - $32.9K
|
44.6K
$3.33M
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-434- 6.73% |
$30.6K - $33.3K
|
6.02K
$449K
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-445- 1.49% |
$31.4K - $34.1K
|
29.4K
$2.2M
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-445- 0.57% |
$31.4K - $34.1K
|
78K
$5.83M
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-452- 0.29% |
$31.9K - $34.7K
|
158K
$11.8M
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-456- 8.97% |
$32.1K - $35K
|
4.63K
$345K
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-469- 6.65% |
$33.1K - $36K
|
6.58K
$491K
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-487- 8.12% |
$34.3K - $37.4K
|
5.51K
$411K
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-510- 6.77% |
$35.9K - $39.1K
|
7.02K
$524K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-516- 91.65% |
$36.4K - $39.6K
|
47
$3.51K
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-524- 15.4% |
$36.9K - $40.2K
|
2.88K
$215K
|
|
Feb 02, 2024
Q4 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-524- 3.65% |
$36.9K - $40.2K
|
13.8K
$1.03M
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-527- 11.21% |
$37.1K - $40.4K
|
4.18K
$312K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-531- 14.59% |
$37.4K - $40.7K
|
3.11K
$232K
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-539- 7.47% |
$38K - $41.4K
|
6.67K
$498K
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-555- 20.55% |
$39.1K - $42.6K
|
2.15K
$160K
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-562- 2.98% |
$39.6K - $43.1K
|
18.3K
$1.37M
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-563- 1.6% |
$39.7K - $43.2K
|
34.7K
$2.59M
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-579- 18.01% |
$40.8K - $44.4K
|
2.64K
$197K
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-614- 1.94% |
$43.3K - $47.1K
|
31K
$2.32M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-623- 5.8% |
$43.9K - $47.8K
|
10.1K
$755K
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-625- 18.08% |
$44.1K - $48K
|
2.83K
$211K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-632- 86.93% |
$44.5K - $48.5K
|
95
$7.09K
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-645- 63.24% |
$45.5K - $49.5K
|
375
$28K
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-650- 13.66% |
$45.8K - $49.9K
|
4.11K
$307K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-661- 2.07% |
$46.6K - $50.7K
|
31.2K
$2.33M
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-661- 8.02% |
$46.6K - $50.7K
|
7.58K
$566K
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-673- 5.93% |
$47.4K - $51.6K
|
10.7K
$797K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-678- 25.01% |
$47.8K - $52K
|
2.03K
$152K
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-740- 16.07% |
$52.2K - $56.8K
|
3.86K
$289K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-775- 97.0% |
$54.6K - $59.5K
|
24
$1.79K
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-800- 6.04% |
$56.4K - $61.4K
|
12.5K
$930K
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-803- 1.4% |
$56.6K - $61.6K
|
56.4K
$4.21M
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-816- 11.82% |
$57.5K - $62.6K
|
6.09K
$454K
|