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 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
383+ 1.38% |
$27K - $29.4K
|
28.1K
$2.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
381+ 18.7% |
$26.9K - $29.2K
|
2.42K
$180K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
346+ 3.26% |
$24.4K - $26.6K
|
11K
$818K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
329New |
$23.2K - $25.2K
|
329
$24.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
308+ 2.3% |
$21.7K - $23.6K
|
13.7K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
292New |
$20.6K - $22.4K
|
292
$21.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
291+ 36.7% |
$20.5K - $22.3K
|
1.08K
$80.8K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
291+ 36.7% |
$20.5K - $22.3K
|
1.08K
$80.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
290New |
$20.4K - $22.3K
|
290
$21.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
285+ 1.24% |
$20.1K - $21.9K
|
23.3K
$1.74M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
284+ 2.18% |
$20K - $21.8K
|
13.3K
$992K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
283New |
$19.9K - $21.7K
|
283
$21.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
279+ 7.32% |
$19.7K - $21.4K
|
4.09K
$305K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
266+ 8.09% |
$18.8K - $20.4K
|
3.55K
$265K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
262+ 1.53% |
$18.5K - $20.1K
|
17.4K
$1.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
250+ 13.75% |
$17.6K - $19.2K
|
2.07K
$154K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
244+ 2.46% |
$17.2K - $18.7K
|
10.2K
$759K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
232New |
$16.4K - $17.8K
|
232
$17.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
227+ 0.43% |
$16K - $17.4K
|
53.6K
$3.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
213New |
$15K - $16.3K
|
213
$15.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
213New |
$15K - $16.3K
|
213
$15.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
208+ 4.41% |
$14.7K - $16K
|
4.92K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
200New |
$14.1K - $15.3K
|
200
$14.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
193+ 1.0% |
$13.6K - $14.8K
|
19.5K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
188+ 4.98% |
$13.3K - $14.4K
|
3.96K
$295K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
187+ 17.0% |
$13.2K - $14.4K
|
1.29K
$95.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
178+ 17800.0% |
$12.5K - $13.7K
|
179
$13.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
159+ 1.09% |
$11.2K - $12.2K
|
14.8K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
155+ 0.67% |
$10.9K - $11.9K
|
23.4K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
146+ 13.14% |
$10.3K - $11.2K
|
1.26K
$93.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
143+ 4.17% |
$10.1K - $11K
|
3.57K
$266K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
140+ 0.88% |
$9.87K - $10.7K
|
16K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
135+ 0.42% |
$9.52K - $10.4K
|
32.1K
$2.4M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
132+ 412.5% |
$9.3K - $10.1K
|
164
$12.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
128+ 2.44% |
$9.02K - $9.82K
|
5.37K
$400K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
125New |
$8.81K - $9.59K
|
125
$9.32K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
122+ 0.94% |
$8.6K - $9.36K
|
13.2K
$982K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
119+ 2.15% |
$8.39K - $9.13K
|
5.66K
$422K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
110+ 8.62% |
$7.75K - $8.44K
|
1.39K
$103K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
105+ 3.43% |
$7.4K - $8.06K
|
3.17K
$236K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
103+ 4.04% |
$7.26K - $7.9K
|
2.65K
$198K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
102+ 3.38% |
$7.19K - $7.83K
|
3.12K
$232K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
101+ 3.47% |
$7.12K - $7.75K
|
3.01K
$225K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
101+ 3.47% |
$7.12K - $7.75K
|
3.01K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
101New |
$7.12K - $7.75K
|
101
$7.53K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
86+ 0.91% |
$6.06K - $6.6K
|
9.56K
$713K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
85New |
$5.99K - $6.52K
|
85
$6.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
85+ 1.93% |
$5.99K - $6.52K
|
4.49K
$335K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
81New |
$5.71K - $6.22K
|
81
$6.04K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
80+ 0.27% |
$5.64K - $6.14K
|
29.2K
$2.18M
|