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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39+ 0.14% |
$2.82K - $3.07K
|
28.1K
$1.92M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
37+ 2.78% |
$2.67K - $2.91K
|
1.37K
$93.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36+ 0.39% |
$2.6K - $2.83K
|
9.31K
$636K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
28New |
$2.02K - $2.2K
|
28
$1.91K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
27+ 0.26% |
$1.95K - $2.12K
|
10.6K
$721K
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
BUY
|
- |
25+ 0.59% |
$1.81K - $1.97K
|
4.26K
$291K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 2.42% |
$1.81K - $1.97K
|
1.06K
$72.3K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
21New |
$1.52K - $1.65K
|
21
$1.43K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
13+ 1.18% |
$939 - $1.02K
|
1.11K
$76K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
12+ 0.04% |
$867 - $943
|
28.3K
$1.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
9New |
$650 - $707
|
9
$615
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.2% |
$578 - $629
|
4.09K
$280K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5+ 6.94% |
$361 - $393
|
77
$5.26K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5New |
$361 - $393
|
5
$342
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3New |
$217 - $236
|
3
$205
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2+ 0.04% |
$144 - $157
|
5.64K
$386K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.45% |
$72.2 - $78.6
|
225
$15.4K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 0.32% |
$72.2 - $78.6
|
312
$21.3K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-2Closed |
$144 - $157
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 1.09% |
$289 - $314
|
363
$24.8K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7- 19.44% |
$506 - $550
|
29
$1.98K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-17- 0.31% |
$1.23K - $1.34K
|
5.42K
$371K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-33- 2.92% |
$2.38K - $2.59K
|
1.1K
$75K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-33- 23.08% |
$2.38K - $2.59K
|
110
$7.51K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-39- 21.31% |
$2.82K - $3.07K
|
144
$9.84K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-52- 0.66% |
$3.76K - $4.09K
|
7.84K
$535K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-59- 0.52% |
$4.26K - $4.64K
|
11.3K
$769K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-63- 30.58% |
$4.55K - $4.95K
|
143
$9.77K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-65- 0.89% |
$4.69K - $5.11K
|
7.25K
$495K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-72- 2.05% |
$5.2K - $5.66K
|
3.44K
$235K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-76- 3.14% |
$5.49K - $5.97K
|
2.34K
$160K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-80- 12.92% |
$5.78K - $6.29K
|
539
$36.8K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-93- 17.75% |
$6.72K - $7.31K
|
431
$29.4K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-111Closed |
$8.02K - $8.73K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-113- 2.36% |
$8.16K - $8.88K
|
4.67K
$319K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-128- 4.41% |
$9.25K - $10.1K
|
2.77K
$189K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-140- 2.96% |
$10.1K - $11K
|
4.59K
$314K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-143- 6.18% |
$10.3K - $11.2K
|
2.17K
$148K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-158- 4.72% |
$11.4K - $12.4K
|
3.19K
$218K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-158- 4.72% |
$11.4K - $12.4K
|
3.19K
$218K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-187- 64.93% |
$13.5K - $14.7K
|
101
$6.9K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-195- 4.0% |
$14.1K - $15.3K
|
4.69K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-206- 7.25% |
$14.9K - $16.2K
|
2.64K
$180K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-211- 1.09% |
$15.2K - $16.6K
|
19.2K
$1.31M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-214- 1.52% |
$15.5K - $16.8K
|
13.8K
$945K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-243- 2.26% |
$17.6K - $19.1K
|
10.5K
$716K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-250- 3.4% |
$18.1K - $19.7K
|
7.09K
$485K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-258- 7.42% |
$18.6K - $20.3K
|
3.22K
$220K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-308- 5.67% |
$22.2K - $24.2K
|
5.13K
$350K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-325- 1.14% |
$23.5K - $25.5K
|
28.2K
$1.93M
|