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 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.27K+ 4.14% |
$165K - $176K
|
57K
$3.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
2.07K+ 7.12% |
$151K - $161K
|
31.2K
$2.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.99K+ 3.0% |
$145K - $155K
|
68.3K
$4.67M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.97K+ 5.3% |
$144K - $154K
|
39.2K
$2.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.88K+ 24.9% |
$137K - $146K
|
9.43K
$644K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
1.83KNew |
$133K - $143K
|
1.83K
$125K
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 27.34% |
$127K - $136K
|
8.15K
$557K
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.66K+ 10.22% |
$121K - $129K
|
17.9K
$1.22M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.31K+ 29.86% |
$95.7K - $102K
|
5.72K
$390K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.19KNew |
$86.9K - $92.9K
|
1.19K
$81.6K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.03K+ 1.78% |
$75.2K - $80.3K
|
58.9K
$4.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.02K+ 3.46% |
$74K - $79K
|
30.4K
$2.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
967+ 1.41% |
$70.4K - $75.2K
|
69.6K
$4.75M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
955+ 194.9% |
$69.5K - $74.3K
|
1.45K
$98.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
911+ 18220.0% |
$66.3K - $70.9K
|
916
$62.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
839New |
$61.1K - $65.3K
|
839
$57.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
817+ 2.2% |
$59.5K - $63.5K
|
38K
$2.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
809New |
$58.9K - $62.9K
|
809
$55.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
802+ 7.78% |
$58.4K - $62.4K
|
11.1K
$759K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
772+ 2.97% |
$56.2K - $60K
|
26.7K
$1.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
765+ 5.8% |
$55.7K - $59.5K
|
14K
$953K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
663+ 12.33% |
$48.3K - $51.6K
|
6.04K
$413K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
604+ 943.75% |
$44K - $47K
|
668
$45.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
553+ 11.91% |
$40.3K - $43K
|
5.2K
$355K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
511New |
$37.2K - $39.7K
|
511
$34.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
473+ 7.96% |
$34.4K - $36.8K
|
6.42K
$438K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
470+ 1.24% |
$34.2K - $36.6K
|
38.5K
$2.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
450+ 12.33% |
$32.8K - $35K
|
4.1K
$280K
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
414+ 7.3% |
$30.1K - $32.2K
|
6.08K
$416K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
400New |
$29.1K - $31.1K
|
400
$27.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
387New |
$28.2K - $30.1K
|
387
$26.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
358+ 10.49% |
$26.1K - $27.8K
|
3.77K
$258K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
356+ 3.41% |
$25.9K - $27.7K
|
10.8K
$738K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
355+ 9.89% |
$25.8K - $27.6K
|
3.94K
$269K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
309+ 1065.52% |
$22.5K - $24K
|
338
$23.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
289New |
$21K - $22.5K
|
289
$19.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
233+ 0.87% |
$17K - $18.1K
|
27.1K
$1.85M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
228+ 6.2% |
$16.6K - $17.7K
|
3.91K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
218+ 1.86% |
$15.9K - $17K
|
11.9K
$814K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
200New |
$14.6K - $15.6K
|
200
$13.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
198+ 1.6% |
$14.4K - $15.4K
|
12.5K
$857K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
185+ 4.52% |
$13.5K - $14.4K
|
4.28K
$292K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
185New |
$13.5K - $14.4K
|
185
$12.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
181+ 5.56% |
$13.2K - $14.1K
|
3.44K
$235K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
164+ 0.2% |
$11.9K - $12.8K
|
83.9K
$5.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
162New |
$11.8K - $12.6K
|
162
$11.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
153+ 3.34% |
$11.1K - $11.9K
|
4.74K
$324K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
150+ 2.07% |
$10.9K - $11.7K
|
7.4K
$505K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
146+ 1.27% |
$10.6K - $11.4K
|
11.6K
$794K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
136New |
$9.9K - $10.6K
|
136
$9.29K
|