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 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.87K- 6.38% |
$132K - $143K
|
27.4K
$2.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.94K- 29.03% |
$136K - $148K
|
4.73K
$353K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.99K- 14.49% |
$140K - $153K
|
11.7K
$876K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.03K- 85.46% |
$143K - $156K
|
346
$25.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.07K- 7.49% |
$146K - $159K
|
25.5K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.1K- 4.95% |
$148K - $161K
|
40.2K
$3M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.1K- 94.94% |
$148K - $161K
|
112
$8.36K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-2.12K- 8.12% |
$149K - $163K
|
24K
$1.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.16K- 16.22% |
$152K - $166K
|
11.2K
$834K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-2.18K- 9.86% |
$153K - $167K
|
19.9K
$1.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-2.18K- 27.02% |
$154K - $168K
|
5.9K
$440K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.21K- 0.88% |
$156K - $169K
|
249K
$18.6M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-2.21K- 77.82% |
$156K - $170K
|
630
$47K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.46K- 23.91% |
$174K - $189K
|
7.83K
$585K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.51K- 44.5% |
$177K - $192K
|
3.13K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.62K- 49.45% |
$185K - $201K
|
2.68K
$200K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.64K- 65.88% |
$186K - $202K
|
1.37K
$102K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.65K- 3.36% |
$187K - $203K
|
76.1K
$5.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.77K- 10.85% |
$195K - $212K
|
22.7K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.88K- 11.07% |
$203K - $221K
|
23.1K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.14K- 31.75% |
$221K - $241K
|
6.75K
$504K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.16K- 6.28% |
$223K - $243K
|
47.2K
$3.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-3.2K- 5.9% |
$225K - $245K
|
50.9K
$3.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.23K- 11.57% |
$227K - $248K
|
24.7K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.24K- 4.35% |
$229K - $249K
|
71.3K
$5.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-3.29K- 2.18% |
$232K - $253K
|
148K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.32K- 99.82% |
$234K - $254K
|
6
$448
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.64K- 13.18% |
$257K - $279K
|
24K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.65K- 22.36% |
$257K - $280K
|
12.7K
$946K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.67K- 5.17% |
$259K - $282K
|
67.3K
$5.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.84K- 41.46% |
$270K - $294K
|
5.42K
$404K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-3.87K- 14.43% |
$272K - $297K
|
22.9K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.9K- 40.48% |
$275K - $299K
|
5.73K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4.01K- 12.99% |
$283K - $308K
|
26.9K
$2.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.09K- 4.47% |
$289K - $314K
|
87.4K
$6.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-4.12K- 48.46% |
$290K - $316K
|
4.38K
$327K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.14K- 6.58% |
$292K - $317K
|
58.8K
$4.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-4.2K- 49.06% |
$296K - $322K
|
4.36K
$325K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.31K- 5.45% |
$304K - $331K
|
74.8K
$5.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-4.69K- 46.05% |
$330K - $360K
|
5.49K
$410K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.7K- 52.17% |
$331K - $360K
|
4.31K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.84K- 49.61% |
$341K - $372K
|
4.92K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.97K- 8.82% |
$350K - $381K
|
51.3K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.99K- 36.42% |
$351K - $383K
|
8.7K
$650K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.99K- 61.51% |
$351K - $383K
|
3.12K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.14K- 1.6% |
$362K - $395K
|
317K
$23.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5.44K- 40.01% |
$384K - $418K
|
8.16K
$610K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-5.48K- 16.37% |
$386K - $421K
|
28K
$2.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-5.58K- 12.41% |
$393K - $428K
|
39.4K
$2.94M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5.81K- 15.68% |
$410K - $446K
|
31.3K
$2.33M
|