Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
5.97K+ 6.34% |
$611K - $636K
|
100K
$6.83M
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.85KNew |
$599K - $624K
|
5.85K
$400K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.68K+ 5.69% |
$581K - $606K
|
105K
$7.2M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.46K+ 7.67% |
$559K - $582K
|
76.6K
$5.23M
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.45K+ 1.01% |
$558K - $582K
|
544K
$37.1M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.92K+ 5.47% |
$504K - $525K
|
94.8K
$6.48M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
4.77KNew |
$488K - $509K
|
4.77K
$326K
|
|
Nov 15, 2021
Q3 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
4.68KNew |
$479K - $499K
|
4.68K
$320K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.86K+ 19.55% |
$395K - $412K
|
23.6K
$1.61M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.68KNew |
$377K - $393K
|
3.68K
$252K
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.64KNew |
$270K - $281K
|
2.64K
$180K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.47K+ 10.72% |
$253K - $264K
|
25.5K
$1.74M
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.41KNew |
$247K - $257K
|
2.41K
$165K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.32K+ 44.77% |
$237K - $247K
|
7.49K
$512K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
2.3K+ 4.57% |
$235K - $245K
|
52.6K
$3.59M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.2KNew |
$225K - $235K
|
2.2K
$150K
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
2.2K+ 45.8% |
$225K - $235K
|
7K
$478K
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.17KNew |
$222K - $231K
|
2.17K
$148K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.11K+ 7.72% |
$216K - $225K
|
29.5K
$2.01M
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.09KNew |
$213K - $222K
|
2.09K
$142K
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.02K+ 2.96% |
$207K - $216K
|
70.5K
$4.81M
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
2KNew |
$204K - $213K
|
2K
$136K
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.98KNew |
$202K - $211K
|
1.98K
$135K
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.96KNew |
$200K - $209K
|
1.96K
$134K
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.95KNew |
$200K - $208K
|
1.95K
$133K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.82K+ 0.35% |
$186K - $194K
|
520K
$35.5M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.74K+ 1.52% |
$178K - $186K
|
116K
$7.94M
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.51K+ 3.37% |
$155K - $161K
|
46.4K
$3.17M
|
|
Nov 15, 2021
Q3 2021
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 2.16% |
$151K - $158K
|
70.1K
$4.79M
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.47K+ 5.02% |
$151K - $157K
|
30.8K
$2.1M
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.35KNew |
$139K - $144K
|
1.35K
$92.5K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.32K+ 96.15% |
$135K - $141K
|
2.7K
$185K
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
1.29K+ 7.36% |
$131K - $137K
|
18.7K
$1.28M
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.27K+ 13.47% |
$130K - $135K
|
10.7K
$729K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.24K+ 12.34% |
$127K - $132K
|
11.3K
$770K
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.24K+ 12.34% |
$127K - $132K
|
11.3K
$770K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.12K+ 36.07% |
$114K - $119K
|
4.21K
$288K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.09K+ 2.53% |
$111K - $116K
|
44K
$3M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.08K+ 24.81% |
$111K - $115K
|
5.43K
$371K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.06K+ 377.58% |
$109K - $113K
|
1.34K
$91.7K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
1.06K+ 21.76% |
$108K - $113K
|
5.9K
$403K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03K+ 1.08% |
$106K - $110K
|
96.9K
$6.62M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
966+ 14.31% |
$98.9K - $103K
|
7.72K
$527K
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
925+ 172.9% |
$94.7K - $98.7K
|
1.46K
$99.7K
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
905+ 21.18% |
$92.6K - $96.5K
|
5.18K
$354K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
839+ 13.86% |
$85.9K - $89.5K
|
6.89K
$471K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
813+ 1.1% |
$83.2K - $86.7K
|
74.7K
$5.11M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
749New |
$76.6K - $79.9K
|
749
$51.2K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
704+ 6.16% |
$72K - $75.1K
|
12.1K
$828K
|
|
Nov 12, 2021
Q3 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
700+ 0.28% |
$71.6K - $74.7K
|
252K
$17.2M
|