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 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
28.7KNew |
$2.02M - $2.2M
|
28.7K
$2.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
27.7K+ 67.85% |
$1.95M - $2.12M
|
68.4K
$5.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
26.2KNew |
$1.85M - $2.01M
|
26.2K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
26K+ 14.49% |
$1.84M - $2M
|
206K
$15.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
25.8KNew |
$1.82M - $1.98M
|
25.8K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.7K+ 39.04% |
$1.81M - $1.97M
|
91.6K
$6.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
25.1KNew |
$1.77M - $1.93M
|
25.1K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
24K+ 126.6% |
$1.7M - $1.85M
|
43K
$3.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
22.2K+ 6.72% |
$1.56M - $1.7M
|
352K
$26.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22K+ 21.23% |
$1.55M - $1.69M
|
126K
$9.36M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.9K+ 7.97% |
$1.54M - $1.68M
|
297K
$22.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
21.8K+ 215.91% |
$1.54M - $1.67M
|
31.9K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.3K+ 22.49% |
$1.5M - $1.63M
|
116K
$8.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21.2KNew |
$1.49M - $1.63M
|
21.2K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
21.1K+ 17.36% |
$1.49M - $1.62M
|
143K
$10.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
20.5K+ 27.76% |
$1.44M - $1.57M
|
94.2K
$7.02M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
19.8K+ 5.89% |
$1.4M - $1.52M
|
356K
$26.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
19.5K+ 208.76% |
$1.37M - $1.49M
|
28.8K
$2.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19.5K+ 208.76% |
$1.37M - $1.49M
|
28.8K
$2.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
19.4KNew |
$1.37M - $1.49M
|
19.4K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
19.3KNew |
$1.36M - $1.48M
|
19.3K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
19.2K+ 29.08% |
$1.35M - $1.47M
|
85.3K
$6.36M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
19.2KNew |
$1.35M - $1.47M
|
19.2K
$1.43M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.1K+ 289.77% |
$1.34M - $1.46M
|
25.7K
$1.91M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
18.9K+ 96.55% |
$1.33M - $1.45M
|
38.5K
$2.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
17.5K+ 11.51% |
$1.23M - $1.34M
|
169K
$12.6M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
17.2KNew |
$1.21M - $1.32M
|
17.2K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16.3K+ 42.63% |
$1.15M - $1.25M
|
54.7K
$4.08M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16.3K+ 136.71% |
$1.15M - $1.25M
|
28.2K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
15.9K+ 154.02% |
$1.12M - $1.22M
|
26.2K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.8K+ 36.28% |
$1.11M - $1.21M
|
59.2K
$4.41M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.6K+ 0.3% |
$1.1M - $1.2M
|
5.16M
$384M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
15.6K+ 54.18% |
$1.1M - $1.2M
|
44.3K
$3.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
15.5K+ 5.52% |
$1.09M - $1.19M
|
295K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.2K+ 9.41% |
$999K - $1.09M
|
165K
$12.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.1K+ 109.36% |
$992K - $1.08M
|
26.9K
$2.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
14K+ 282.47% |
$990K - $1.08M
|
19K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14K+ 121.64% |
$984K - $1.07M
|
25.4K
$1.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13.6K+ 6.1% |
$960K - $1.05M
|
237K
$17.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
13.5K+ 468.49% |
$954K - $1.04M
|
16.4K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13.4K+ 9.11% |
$946K - $1.03M
|
161K
$12M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
13.3KNew |
$934K - $1.02M
|
13.3K
$988K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.1K+ 312.6% |
$923K - $1M
|
17.3K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
13KNew |
$915K - $996K
|
13K
$968K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12.7K+ 198.33% |
$898K - $977K
|
19.2K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.7K+ 398.81% |
$897K - $977K
|
15.9K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
12.7KNew |
$896K - $975K
|
12.7K
$947K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.6K+ 3.18% |
$888K - $967K
|
409K
$30.5M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
12KNew |
$843K - $918K
|
12K
$891K
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
11.6K+ 4.67% |
$819K - $892K
|
260K
$19.4M
|