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 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-106- 2.31% |
$7.72K - $8.24K
|
4.48K
$306K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-115- 80.42% |
$8.37K - $8.94K
|
28
$1.91K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-118- 0.81% |
$8.59K - $9.18K
|
14.5K
$990K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-121- 1.63% |
$8.81K - $9.41K
|
7.28K
$498K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-129- 22.79% |
$9.39K - $10K
|
437
$29.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-140- 1.01% |
$10.2K - $10.9K
|
13.7K
$936K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-164- 10.07% |
$11.9K - $12.8K
|
1.46K
$100K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-175- 3.23% |
$12.7K - $13.6K
|
5.25K
$359K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-178- 6.21% |
$13K - $13.8K
|
2.69K
$184K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-204- 9.92% |
$14.9K - $15.9K
|
1.85K
$127K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-206- 0.53% |
$15K - $16K
|
38.3K
$2.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-234- 5.04% |
$17K - $18.2K
|
4.41K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-247- 3.48% |
$18K - $19.2K
|
6.85K
$468K
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-250- 1.87% |
$18.2K - $19.4K
|
13.1K
$896K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-256- 3.04% |
$18.6K - $19.9K
|
8.18K
$558K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-264- 1.26% |
$19.2K - $20.5K
|
20.7K
$1.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-301- 11.07% |
$21.9K - $23.4K
|
2.42K
$165K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-323- 3.28% |
$23.5K - $25.1K
|
9.52K
$650K
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-334- 6.51% |
$24.3K - $26K
|
4.79K
$327K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-357- 11.19% |
$26K - $27.8K
|
2.83K
$193K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-357- 11.19% |
$26K - $27.8K
|
2.83K
$193K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-359- 1.76% |
$26.1K - $27.9K
|
20.1K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-362- 4.64% |
$26.4K - $28.2K
|
7.43K
$508K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-369- 3.97% |
$26.9K - $28.7K
|
8.92K
$610K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-401- 2.22% |
$29.2K - $31.2K
|
17.7K
$1.21M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-434- 0.43% |
$31.6K - $33.8K
|
101K
$6.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-438- 7.8% |
$31.9K - $34.1K
|
5.18K
$354K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-482- 3.5% |
$35.1K - $37.5K
|
13.3K
$908K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-538- 89.37% |
$39.2K - $41.8K
|
64
$4.37K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-646- 5.94% |
$47K - $50.2K
|
10.2K
$699K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-722- 0.25% |
$52.6K - $56.2K
|
286K
$19.6M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-750- 2.06% |
$54.6K - $58.3K
|
35.6K
$2.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-765- 12.28% |
$55.7K - $59.5K
|
5.46K
$373K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-788- 2.78% |
$57.4K - $61.3K
|
27.6K
$1.88M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-812- 0.9% |
$59.1K - $63.2K
|
89.7K
$6.13M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 95.0% |
$73.2K - $78.2K
|
53
$3.62K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 95.0% |
$73.2K - $78.2K
|
53
$3.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.12K- 2.2% |
$81.6K - $87.2K
|
49.9K
$3.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.13K- 6.73% |
$82.2K - $87.8K
|
15.7K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.14K- 1.89% |
$83.3K - $89K
|
59.3K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.21K- 4.31% |
$87.9K - $93.9K
|
26.8K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.83K- 8.54% |
$133K - $142K
|
19.6K
$1.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
SELL
|
- |
-1.94K- 14.49% |
$141K - $151K
|
11.4K
$780K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.95K- 70.42% |
$142K - $152K
|
820
$56K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2K- 52.32% |
$145K - $155K
|
1.82K
$124K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.01K- 2.97% |
$146K - $156K
|
65.7K
$4.49M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.17K- 20.67% |
$158K - $168K
|
8.31K
$568K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.46K- 27.23% |
$179K - $191K
|
6.58K
$449K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.61K- 38.66% |
$190K - $203K
|
4.14K
$283K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.81K- 64.42% |
$205K - $219K
|
1.55K
$106K
|