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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
128+ 39.02% |
$9.32K - $9.96K
|
456
$31.1K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
108New |
$7.86K - $8.4K
|
108
$7.38K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
88+ 1.68% |
$6.41K - $6.84K
|
5.32K
$363K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
77+ 1.17% |
$5.61K - $5.99K
|
6.66K
$455K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
76+ 0.76% |
$5.53K - $5.91K
|
10.1K
$687K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
62+ 4.53% |
$4.51K - $4.82K
|
1.43K
$97.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
61+ 1.3% |
$4.44K - $4.74K
|
4.75K
$324K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
53New |
$3.86K - $4.12K
|
53
$3.62K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
53+ 0.19% |
$3.86K - $4.12K
|
28.3K
$1.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
49+ 0.68% |
$3.57K - $3.81K
|
7.24K
$494K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
43+ 153.57% |
$3.13K - $3.34K
|
71
$4.85K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39+ 111.43% |
$2.84K - $3.03K
|
74
$5.05K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
37+ 0.76% |
$2.69K - $2.88K
|
4.92K
$336K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
36+ 171.43% |
$2.62K - $2.8K
|
57
$3.89K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
34+ 30.91% |
$2.48K - $2.64K
|
144
$9.84K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
31New |
$2.26K - $2.41K
|
31
$2.12K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
30New |
$2.18K - $2.33K
|
30
$2.05K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
27New |
$1.97K - $2.1K
|
27
$1.84K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25+ 0.48% |
$1.82K - $1.94K
|
5.22K
$357K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
23+ 0.08% |
$1.67K - $1.79K
|
27.3K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22+ 0.6% |
$1.6K - $1.71K
|
3.7K
$253K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
16+ 25.4% |
$1.16K - $1.24K
|
79
$5.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
16+ 1.46% |
$1.16K - $1.24K
|
1.11K
$76.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.37% |
$582 - $622
|
2.18K
$149K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 1.39% |
$437 - $467
|
437
$29.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5New |
$364 - $389
|
5
$342
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4New |
$291 - $311
|
4
$273
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 1.0% |
$218 - $233
|
304
$20.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.89% |
$146 - $156
|
227
$15.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.19% |
$146 - $156
|
170
$11.6K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.91% |
$72.8 - $77.8
|
111
$7.58K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 2.6% |
$146 - $156
|
75
$5.12K
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
SELL
|
- |
-2- -0.0% |
$146 - $156
|
127K
$8.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3Closed |
$218 - $233
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-5- 0.21% |
$364 - $389
|
2.34K
$160K
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-7- 0.06% |
$510 - $544
|
11.3K
$770K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11- 1.19% |
$801 - $856
|
914
$62.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-12- 0.4% |
$874 - $933
|
3.02K
$206K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-20- 0.59% |
$1.46K - $1.56K
|
3.38K
$231K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-26- 0.46% |
$1.89K - $2.02K
|
5.62K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-28- 0.39% |
$2.04K - $2.18K
|
7.12K
$487K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-34- 1.06% |
$2.48K - $2.64K
|
3.18K
$217K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-38- 3.98% |
$2.77K - $2.96K
|
917
$62.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-68- 1.76% |
$4.95K - $5.29K
|
3.79K
$259K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-70- 0.35% |
$5.1K - $5.44K
|
19.8K
$1.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-80- 1.7% |
$5.82K - $6.22K
|
4.61K
$315K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-88- 3.62% |
$6.41K - $6.84K
|
2.34K
$160K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-89- 8.0% |
$6.48K - $6.92K
|
1.02K
$69.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100- 52.91% |
$7.28K - $7.78K
|
89
$6.08K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100- 71.94% |
$7.28K - $7.78K
|
39
$2.66K
|