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 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
11.5K+ 6.05% |
$811K - $883K
|
202K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
11.4KNew |
$803K - $874K
|
11.4K
$849K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
11KNew |
$775K - $844K
|
11K
$820K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
11K+ 17.69% |
$773K - $841K
|
72.9K
$5.44M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
10.8K+ 7.21% |
$761K - $828K
|
160K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 1.52% |
$737K - $803K
|
698K
$52.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 11.11% |
$737K - $803K
|
105K
$7.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
10.4K+ 5.37% |
$730K - $795K
|
203K
$15.1M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
10.3K+ 12.46% |
$726K - $791K
|
93K
$6.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10.1K+ 56.51% |
$714K - $777K
|
28.1K
$2.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9.73K+ 4.09% |
$686K - $747K
|
247K
$18.4M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.44K+ 18.58% |
$665K - $725K
|
60.3K
$4.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.33KNew |
$657K - $716K
|
9.33K
$695K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
9.27K+ 45.92% |
$653K - $711K
|
29.5K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
9.18K+ 37.48% |
$647K - $704K
|
33.7K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.08KNew |
$640K - $696K
|
9.08K
$677K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9.05K+ 3.45% |
$638K - $695K
|
271K
$20.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.05K+ 165.0% |
$638K - $695K
|
14.5K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.81K+ 215.02% |
$621K - $676K
|
12.9K
$962K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
8.45K+ 126.99% |
$596K - $648K
|
15.1K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
8.38K+ 23.46% |
$591K - $643K
|
44.1K
$3.29M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
8.33K+ 109.43% |
$587K - $640K
|
16K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.31K+ 298.78% |
$586K - $638K
|
11.1K
$827K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
8.27KNew |
$583K - $634K
|
8.27K
$616K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
8.07KNew |
$569K - $619K
|
8.07K
$602K
|
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
7.96KNew |
$561K - $611K
|
7.96K
$593K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.89KNew |
$556K - $605K
|
7.89K
$588K
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
7.74KNew |
$546K - $594K
|
7.74K
$577K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.74K+ 28.98% |
$546K - $594K
|
34.4K
$2.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.69K+ 4.31% |
$542K - $590K
|
186K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
7.58KNew |
$535K - $582K
|
7.58K
$565K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.54K+ 83.79% |
$532K - $579K
|
16.5K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
7.51K+ 44.13% |
$529K - $576K
|
24.5K
$1.83M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
7.34K+ 11.77% |
$517K - $563K
|
69.7K
$5.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7.05K+ 87.86% |
$497K - $541K
|
15.1K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
7.04KNew |
$496K - $540K
|
7.04K
$525K
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
6.89K+ 4.29% |
$485K - $528K
|
167K
$12.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.79K+ 229.69% |
$478K - $521K
|
9.74K
$726K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
6.75K+ 413.6% |
$476K - $518K
|
8.38K
$625K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
6.66K+ 3.85% |
$470K - $511K
|
179K
$13.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6.4KNew |
$451K - $491K
|
6.4K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.37K+ 9.46% |
$449K - $489K
|
73.7K
$5.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
6.32K+ 19.8% |
$445K - $485K
|
38.2K
$2.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6.3K+ 35.19% |
$444K - $483K
|
24.2K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.29KNew |
$443K - $482K
|
6.29K
$469K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
6.14K+ 37.33% |
$433K - $471K
|
22.6K
$1.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5.96K+ 6.78% |
$420K - $457K
|
93.9K
$7M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
5.94K+ 7.85% |
$419K - $456K
|
81.6K
$6.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.9K+ 166.51% |
$416K - $452K
|
9.44K
$704K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.89K+ 8.96% |
$415K - $452K
|
71.6K
$5.34M
|