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 17, 2023
Q2 2023
|
Signify Wealth
|
SELL
|
- |
-2.84K- 4.36% |
$206K - $221K
|
62.3K
$4.25M
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-3.33K- 1.31% |
$242K - $259K
|
251K
$17.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.55K- 33.89% |
$259K - $276K
|
6.93K
$474K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.86K- 58.07% |
$281K - $300K
|
2.78K
$190K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-4.23K- 22.05% |
$308K - $329K
|
14.9K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.71K- 5.43% |
$343K - $366K
|
82K
$5.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.16K- 1.21% |
$594K - $634K
|
665K
$45.4M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.1K- 36.2% |
$737K - $787K
|
17.8K
$1.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-11.2K- 23.84% |
$818K - $874K
|
35.9K
$2.45M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.2K- 0.95% |
$963K - $1.03M
|
1.38M
$94.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-20.2K- 35.63% |
$1.47M - $1.57M
|
36.5K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-27.7K- 21.52% |
$2.02M - $2.16M
|
101K
$6.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-34.5K- 52.22% |
$2.51M - $2.68M
|
31.6K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37K- 3.76% |
$2.69M - $2.88M
|
947K
$64.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-44.4K- 5.96% |
$3.23M - $3.45M
|
701K
$47.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-47.8K- 14.6% |
$3.48M - $3.72M
|
280K
$19.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-56K- 75.08% |
$4.08M - $4.36M
|
18.6K
$1.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-60.2K- 16.58% |
$4.39M - $4.69M
|
303K
$20.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-62.6K- 4.94% |
$4.55M - $4.87M
|
1.2M
$82.2M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-133K- 77.35% |
$9.68M - $10.3M
|
38.9K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-378K- 97.57% |
$27.5M - $29.4M
|
9.42K
$644K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-569KClosed |
$41.4M - $44.3M
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-810K- 99.12% |
$58.9M - $63M
|
7.2K
$492K
|