Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.3K+ 163.88% |
$1.11M - $1.19M
|
24.6K
$1.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 52.17% |
$1.07M - $1.14M
|
42.7K
$2.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
13.8K+ 6.05% |
$1.01M - $1.08M
|
242K
$16.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
13.7K+ 11.36% |
$999K - $1.07M
|
134K
$9.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.1K+ 1597.08% |
$955K - $1.02M
|
13.9K
$952K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.1KNew |
$954K - $1.02M
|
13.1K
$895K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12.7K+ 34.6% |
$925K - $989K
|
49.4K
$3.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.5K+ 3.69% |
$908K - $970K
|
351K
$24M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
11.6K+ 8.29% |
$844K - $901K
|
151K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.9KNew |
$793K - $847K
|
10.9K
$744K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.4K+ 83.96% |
$757K - $808K
|
22.8K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.88K+ 35.12% |
$719K - $769K
|
38K
$2.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9.77KNew |
$711K - $760K
|
9.77K
$667K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.11K+ 24.07% |
$590K - $631K
|
41.8K
$2.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.84K+ 7.56% |
$571K - $610K
|
112K
$7.62M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.7KNew |
$561K - $599K
|
7.7K
$526K
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
7.17K+ 168.25% |
$522K - $558K
|
11.4K
$781K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.66KNew |
$485K - $518K
|
6.66K
$455K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.5KNew |
$473K - $506K
|
6.5K
$444K
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.36K+ 70.12% |
$463K - $495K
|
15.4K
$1.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.08K+ 13.33% |
$442K - $473K
|
51.7K
$3.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
5.98K+ 7.67% |
$436K - $465K
|
84K
$5.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.84K+ 510.31% |
$425K - $454K
|
6.99K
$477K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.74K+ 4.41% |
$418K - $446K
|
136K
$9.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.73KNew |
$417K - $446K
|
5.73K
$392K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.65KNew |
$411K - $440K
|
5.65K
$386K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.61K+ 1402.25% |
$408K - $436K
|
6.01K
$410K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
4.61K+ 10.61% |
$335K - $358K
|
48K
$3.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.5K+ 57.0% |
$327K - $350K
|
12.4K
$846K
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
4.45K+ 7.97% |
$324K - $346K
|
60.4K
$4.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.33KNew |
$315K - $337K
|
4.33K
$296K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.25K+ 39.77% |
$309K - $330K
|
14.9K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.95KNew |
$288K - $307K
|
3.95K
$270K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.84KNew |
$280K - $299K
|
3.84K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.83K+ 34.04% |
$279K - $298K
|
15.1K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.75K+ 4.17% |
$273K - $292K
|
93.7K
$6.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
3.66KNew |
$266K - $285K
|
3.66K
$250K
|
|
|
Jul 17, 2023
Q2 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
3.61K+ 4.92% |
$263K - $281K
|
76.9K
$5.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.42K+ 16.56% |
$249K - $266K
|
24.1K
$1.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.36KNew |
$245K - $261K
|
3.36K
$230K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.85KNew |
$207K - $222K
|
2.85K
$195K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.84KNew |
$207K - $221K
|
2.84K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.84K+ 2.22% |
$207K - $221K
|
131K
$8.94M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.82K+ 13.1% |
$205K - $219K
|
24.3K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.8K+ 0.94% |
$204K - $218K
|
300K
$20.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$199K - $213K
|
2.74K
$187K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.67K+ 5.24% |
$194K - $207K
|
53.5K
$3.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.66K+ 4.63% |
$194K - $207K
|
60.1K
$4.11M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.58K+ 52.59% |
$187K - $200K
|
7.47K
$510K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.33K+ 4.83% |
$170K - $182K
|
50.7K
$3.46M
|