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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.63K- 33.25% |
$608K - $662K
|
17.3K
$1.29M
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.7K- 16.54% |
$613K - $667K
|
43.9K
$3.27M
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.7K- 71.3% |
$613K - $667K
|
3.5K
$261K
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-8.79K- 39.92% |
$620K - $675K
|
13.2K
$986K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-9.25K- 22.47% |
$652K - $710K
|
31.9K
$2.38M
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-9.34K- 36.84% |
$658K - $716K
|
16K
$1.19M
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-9.39K- 8.69% |
$662K - $721K
|
98.7K
$7.35M
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9.45K- 37.75% |
$666K - $725K
|
15.6K
$1.16M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.52K- 1.01% |
$671K - $731K
|
931K
$69.4M
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-10.4K- 29.76% |
$735K - $800K
|
24.6K
$1.83M
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-10.6K- 24.17% |
$744K - $810K
|
33.1K
$2.47M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-11.2K- 5.42% |
$792K - $862K
|
196K
$14.6M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.8K- 7.65% |
$833K - $907K
|
143K
$10.6M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-12.3K- 1.21% |
$865K - $942K
|
1M
$74.5M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.7K- 3.88% |
$893K - $972K
|
313K
$23.4M
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-13.2K- 11.03% |
$928K - $1.01M
|
106K
$7.91M
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-13.2K- 80.75% |
$928K - $1.01M
|
3.14K
$234K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.4K- 1.39% |
$945K - $1.03M
|
950K
$70.8M
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.5K- 6.19% |
$953K - $1.04M
|
205K
$15.3M
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-14.1K- 14.18% |
$996K - $1.08M
|
85.6K
$6.38M
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-14.2K- 56.18% |
$1M - $1.09M
|
11.1K
$828K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15K- 18.78% |
$1.06M - $1.15M
|
64.8K
$4.83M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-15.1K- 32.07% |
$1.07M - $1.16M
|
32K
$2.39M
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-16.1K- 11.84% |
$1.14M - $1.24M
|
120K
$8.96M
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-16.4K- 22.12% |
$1.15M - $1.26M
|
57.6K
$4.29M
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-17.2K- 29.72% |
$1.21M - $1.32M
|
40.7K
$3.03M
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-17.5K- 27.97% |
$1.23M - $1.34M
|
45K
$3.35M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-17.6K- 14.25% |
$1.24M - $1.35M
|
106K
$7.88M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.2K- 78.25% |
$1.28M - $1.4M
|
5.06K
$377K
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-18.9K- 4.03% |
$1.33M - $1.45M
|
449K
$33.5M
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-18.9K- 77.87% |
$1.33M - $1.45M
|
5.37K
$400K
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-19.6K- 5.49% |
$1.38M - $1.5M
|
338K
$25.2M
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-19.7K- 13.25% |
$1.39M - $1.51M
|
129K
$9.59M
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.6K- 19.68% |
$1.45M - $1.58M
|
83.9K
$6.26M
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-21K- 52.08% |
$1.48M - $1.61M
|
19.3K
$1.44M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-22.4K- 44.43% |
$1.58M - $1.72M
|
28.1K
$2.09M
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-22.5K- 12.07% |
$1.59M - $1.73M
|
164K
$12.2M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-23.2K- 24.45% |
$1.63M - $1.78M
|
71.5K
$5.33M
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-24.5K- 13.05% |
$1.72M - $1.88M
|
163K
$12.2M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-24.8K- 82.13% |
$1.75M - $1.9M
|
5.39K
$402K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.8K- 6.56% |
$1.75M - $1.91M
|
354K
$26.3M
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-26.6KClosed |
$1.87M - $2.04M
|
0
$0
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-27.8K- 61.22% |
$1.96M - $2.13M
|
17.6K
$1.31M
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-27.9K- 48.82% |
$1.97M - $2.14M
|
29.3K
$2.18M
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
SELL
|
- |
-28.3K- 60.81% |
$1.99M - $2.17M
|
18.2K
$1.36M
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-28.7K- 25.83% |
$2.02M - $2.2M
|
82.3K
$6.13M
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-31.8K- 22.78% |
$2.24M - $2.44M
|
108K
$8.04M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.2K- 1.88% |
$2.34M - $2.55M
|
1.73M
$129M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-34.1K- 14.76% |
$2.41M - $2.62M
|
197K
$14.7M
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34.4K- 65.83% |
$2.42M - $2.64M
|
17.8K
$1.33M
|