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 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
76+ 2.99% |
$5.36K - $5.83K
|
2.62K
$195K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
75+ 0.54% |
$5.29K - $5.76K
|
13.9K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
75New |
$5.29K - $5.76K
|
75
$5.59K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
74+ 0.49% |
$5.22K - $5.68K
|
15.3K
$1.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
71+ 1.71% |
$5K - $5.45K
|
4.22K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
68+ 121.43% |
$4.79K - $5.22K
|
124
$9.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
64+ 0.92% |
$4.51K - $4.91K
|
7.02K
$523K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
60+ 3.93% |
$4.23K - $4.6K
|
1.59K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60+ 3.93% |
$4.23K - $4.6K
|
1.59K
$118K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
58New |
$4.09K - $4.45K
|
58
$4.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
57New |
$4.02K - $4.37K
|
57
$4.25K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
45+ 1.61% |
$3.17K - $3.45K
|
2.84K
$212K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
44+ 1.36% |
$3.1K - $3.38K
|
3.28K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39+ 185.71% |
$2.75K - $2.99K
|
60
$4.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
37New |
$2.61K - $2.84K
|
37
$2.76K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
33+ 1.16% |
$2.33K - $2.53K
|
2.88K
$214K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
33+ 0.38% |
$2.33K - $2.53K
|
8.73K
$651K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
33+ 0.26% |
$2.33K - $2.53K
|
12.5K
$935K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
33New |
$2.33K - $2.53K
|
33
$2.46K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
32+ 0.58% |
$2.26K - $2.46K
|
5.56K
$414K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
31+ 1.05% |
$2.19K - $2.38K
|
2.99K
$223K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
26+ 0.69% |
$1.83K - $2K
|
3.79K
$282K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
25+ 416.67% |
$1.76K - $1.92K
|
31
$2.31K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
18+ 0.26% |
$1.27K - $1.38K
|
6.86K
$511K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
17+ 0.18% |
$1.2K - $1.3K
|
9.42K
$702K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
16+ 0.34% |
$1.13K - $1.23K
|
4.7K
$351K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
15New |
$1.06K - $1.15K
|
15
$1.12K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
15+ 0.46% |
$1.06K - $1.15K
|
3.31K
$247K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
14+ 0.37% |
$987 - $1.07K
|
3.81K
$284K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
13+ 0.27% |
$916 - $998
|
4.86K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9+ 0.29% |
$634 - $691
|
3.12K
$233K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7+ 0.11% |
$493 - $537
|
6.26K
$466K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 27.27% |
$423 - $460
|
28
$2.09K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.44% |
$423 - $460
|
1.38K
$103K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 100.0% |
$423 - $460
|
12
$895
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
4+ 0.0% |
$282 - $307
|
136K
$10.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.06% |
$282 - $307
|
7.14K
$532K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.15% |
$211 - $230
|
263
$19.6K
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
2+ 0.01% |
$141 - $153
|
35.5K
$2.65M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.46% |
$70.5 - $76.7
|
217
$16.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.99% |
$70.5 - $76.7
|
102
$7.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.23% |
$70.5 - $76.7
|
82
$6.11K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$70.5 - $76.7
|
1
$74.6
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$70.5 - $76.7
|
2.37K
$176K
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$70.5 - $76.7
|
5.01K
$373K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-5- 0.24% |
$352 - $384
|
2.06K
$154K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5- 1.53% |
$352 - $384
|
321
$23.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
SELL
|
- |
-9- 0.27% |
$634 - $691
|
3.36K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11- 12.5% |
$775 - $844
|
77
$5.74K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-14- 0.42% |
$987 - $1.07K
|
3.29K
$245K
|