Purchases and Sales Made in Q1 2023 in Vanguard Bd Index Fd Inc Long (BLV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Long (BLV) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC LONG .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.02K+ 5.21% |
$73.7K - $80.3K
|
20.6K
$1.41M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
994+ 1.76% |
$71.8K - $78.1K
|
57.5K
$3.92M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
994+ 27.24% |
$71.8K - $78.1K
|
4.64K
$317K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
953New |
$68.8K - $74.9K
|
953
$65.1K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
952+ 1.24% |
$68.8K - $74.8K
|
77.5K
$5.29M
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
935+ 23.61% |
$67.5K - $73.5K
|
4.9K
$334K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
828New |
$59.8K - $65.1K
|
828
$56.6K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
703+ 15.65% |
$50.8K - $55.3K
|
5.2K
$355K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
677New |
$48.9K - $53.2K
|
677
$46.2K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
600New |
$43.3K - $47.2K
|
600
$41K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
582New |
$42K - $45.8K
|
582
$39.8K
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
562+ 19.71% |
$40.6K - $44.2K
|
3.41K
$233K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
532+ 7.32% |
$38.4K - $41.8K
|
7.8K
$533K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
501+ 15.76% |
$36.2K - $39.4K
|
3.68K
$251K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
490New |
$35.4K - $38.5K
|
490
$33.5K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
466+ 342.65% |
$33.7K - $36.6K
|
602
$41.1K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
465+ 0.92% |
$33.6K - $36.6K
|
51K
$3.48M
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
459+ 4.24% |
$33.2K - $36.1K
|
11.3K
$770K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
437+ 13.49% |
$31.6K - $34.4K
|
3.68K
$251K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
419+ 1.52% |
$30.3K - $32.9K
|
28.1K
$1.92M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
384+ 210.99% |
$27.7K - $30.2K
|
566
$38.7K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
303+ 393.51% |
$21.9K - $23.8K
|
380
$26K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
291+ 2.86% |
$21K - $22.9K
|
10.5K
$714K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
273+ 6.61% |
$19.7K - $21.5K
|
4.4K
$301K
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
BUY
|
- |
267+ 6.18% |
$19.3K - $21K
|
4.59K
$313K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
209+ 1.61% |
$15.1K - $16.4K
|
13.2K
$901K
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
189+ 2.08% |
$13.7K - $14.9K
|
9.29K
$635K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
185New |
$13.4K - $14.5K
|
185
$12.6K
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
169+ 11.58% |
$12.2K - $13.3K
|
1.63K
$111K
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
168New |
$12.1K - $13.2K
|
168
$11.5K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
156+ 145.79% |
$11.3K - $12.3K
|
263
$18K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
155+ 2.41% |
$11.2K - $12.2K
|
6.58K
$450K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
151+ 100.67% |
$10.9K - $11.9K
|
301
$20.6K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
139+ 6.07% |
$10K - $10.9K
|
2.43K
$166K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
134+ 2.63% |
$9.68K - $10.5K
|
5.23K
$357K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
130+ 0.34% |
$9.39K - $10.2K
|
38K
$2.59M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
123New |
$8.88K - $9.67K
|
123
$8.4K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
110New |
$7.95K - $8.65K
|
110
$7.51K
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
100+ 1.71% |
$7.22K - $7.86K
|
5.94K
$406K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100+ 112.36% |
$7.22K - $7.86K
|
189
$12.9K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
95New |
$6.86K - $7.47K
|
95
$6.49K
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
81+ 0.92% |
$5.85K - $6.37K
|
8.93K
$610K
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
77New |
$5.56K - $6.05K
|
77
$5.26K
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
73New |
$5.27K - $5.74K
|
73
$4.99K
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
66+ 0.48% |
$4.77K - $5.19K
|
13.8K
$941K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
65New |
$4.69K - $5.11K
|
65
$4.44K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
65New |
$4.69K - $5.11K
|
65
$4.44K
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
64New |
$4.62K - $5.03K
|
64
$4.37K
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
55+ 1.03% |
$3.97K - $4.32K
|
5.38K
$367K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
49New |
$3.54K - $3.85K
|
49
$3.35K
|