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 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-829- 10.23% |
$58.4K - $63.6K
|
7.27K
$543K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-862- 6.1% |
$60.8K - $66.1K
|
13.3K
$990K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-883- 16.23% |
$62.2K - $67.8K
|
4.56K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-904- 3.63% |
$63.7K - $69.4K
|
24K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-905- 0.75% |
$63.8K - $69.4K
|
119K
$8.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-919- 7.49% |
$64.8K - $70.5K
|
11.4K
$848K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-944- 13.29% |
$66.5K - $72.4K
|
6.16K
$460K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-955- 5.1% |
$67.3K - $73.3K
|
17.8K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-965- 5.69% |
$68K - $74.1K
|
16K
$1.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-975- 14.18% |
$68.7K - $74.8K
|
5.9K
$441K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-984- 18.92% |
$69.4K - $75.5K
|
4.22K
$315K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-988- 15.47% |
$69.6K - $75.8K
|
5.4K
$403K
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-992- 2.17% |
$69.9K - $76.1K
|
44.6K
$3.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1K- 8.0% |
$70.5K - $76.7K
|
11.5K
$859K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.03K- 3.77% |
$72.4K - $78.8K
|
26.2K
$1.96M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.07K- 12.41% |
$75.2K - $81.9K
|
7.53K
$563K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.08K- 45.53% |
$76.2K - $83K
|
1.29K
$96.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.1K- 10.1% |
$77.6K - $84.5K
|
9.8K
$731K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.12K- 4.07% |
$79.2K - $86.3K
|
26.5K
$1.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-1.14K- 19.43% |
$80.6K - $87.8K
|
4.74K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.16K- 0.43% |
$81.5K - $88.7K
|
268K
$20M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.19K- 13.39% |
$83.5K - $90.9K
|
7.67K
$573K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-1.19K- 7.0% |
$83.7K - $91.1K
|
15.8K
$1.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.2K- 4.27% |
$84.3K - $91.8K
|
26.8K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.24K- 0.73% |
$87.1K - $94.9K
|
167K
$12.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.26K- 27.81% |
$88.5K - $96.3K
|
3.26K
$243K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.26K- 4.01% |
$88.8K - $96.7K
|
30.2K
$2.25M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.27K- 2.82% |
$89.3K - $97.2K
|
43.7K
$3.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.29K- 7.45% |
$90.9K - $99K
|
16K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.31K- 9.1% |
$92K - $100K
|
13K
$973K
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.32K- 5.02% |
$93.3K - $102K
|
25.1K
$1.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.33K- 12.94% |
$93.4K - $102K
|
8.92K
$666K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.41K- 11.53% |
$99.2K - $108K
|
10.8K
$807K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.41K- 7.42% |
$99.5K - $108K
|
17.6K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.42K- 8.82% |
$100K - $109K
|
14.7K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.45K- 14.72% |
$102K - $111K
|
8.4K
$627K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.49K- 22.53% |
$105K - $114K
|
5.11K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.52K- 1.99% |
$107K - $117K
|
75K
$5.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.53K- 14.72% |
$108K - $118K
|
8.87K
$663K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.54K- 4.33% |
$109K - $118K
|
34K
$2.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.55K- 4.94% |
$109K - $119K
|
29.7K
$2.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.55K- 33.09% |
$110K - $119K
|
3.14K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.56K- 9.49% |
$110K - $119K
|
14.8K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.64K- 18.29% |
$116K - $126K
|
7.32K
$547K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.67K- 2.19% |
$118K - $128K
|
74.5K
$5.57M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.69K- 34.13% |
$119K - $130K
|
3.27K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.7K- 9.43% |
$120K - $130K
|
16.3K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.72K- 31.28% |
$122K - $132K
|
3.79K
$283K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.83K- 11.65% |
$129K - $141K
|
13.9K
$1.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.86K- 76.78% |
$131K - $142K
|
561
$41.9K
|