Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.1MNew |
$141M - $158M
|
2.1M
$151M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.16MNew |
$77.9M - $87.5M
|
1.16M
$83.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.04M+ 9.97% |
$69.5M - $78M
|
11.4M
$823M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
694K+ 88.69% |
$46.5M - $52.2M
|
1.48M
$106M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
642KNew |
$43M - $48.3M
|
642K
$46.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
271K+ 708.61% |
$18.2M - $20.4M
|
310K
$22.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
197K+ 14.29% |
$13.2M - $14.8M
|
1.58M
$114M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
138K+ 7.72% |
$9.26M - $10.4M
|
1.93M
$139M
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
137KNew |
$9.18M - $10.3M
|
137K
$9.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
109K+ 4.32% |
$7.28M - $8.18M
|
2.63M
$189M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
106K+ 37.97% |
$7.11M - $7.99M
|
386K
$27.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
97.5K+ 457.49% |
$6.53M - $7.33M
|
119K
$8.55M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
49.9KNew |
$3.34M - $3.75M
|
49.9K
$3.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.4K+ 5.3% |
$2.98M - $3.34M
|
883K
$63.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
43KNew |
$2.88M - $3.24M
|
43K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42.4K+ 4.46% |
$2.84M - $3.19M
|
994K
$71.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
40.5K+ 43.2% |
$2.71M - $3.04M
|
134K
$9.65M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
34.3K+ 10.71% |
$2.3M - $2.58M
|
355K
$25.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
31.1K+ 10.84% |
$2.08M - $2.33M
|
318K
$22.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
30.1K+ 47.31% |
$2.02M - $2.26M
|
93.7K
$6.75M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.7K+ 886.49% |
$1.65M - $1.86M
|
27.5K
$1.98M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
24.2K+ 15.96% |
$1.62M - $1.82M
|
176K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23.6K+ 35.22% |
$1.58M - $1.77M
|
90.5K
$6.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
22.8K+ 30.8% |
$1.53M - $1.72M
|
96.9K
$6.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.7K+ 4.98% |
$1.45M - $1.63M
|
457K
$32.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
20.9K+ 313.86% |
$1.4M - $1.57M
|
27.6K
$1.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
20.6K+ 24.53% |
$1.38M - $1.55M
|
105K
$7.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
19.6KNew |
$1.31M - $1.47M
|
19.6K
$1.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
19.1K+ 14.19% |
$1.28M - $1.43M
|
154K
$11M
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
18.5K+ 55.74% |
$1.24M - $1.39M
|
51.8K
$3.73M
|
|
|
Apr 28, 2025
Q3 2023
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
17K+ 32.22% |
$1.14M - $1.28M
|
69.7K
$5.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.3K+ 14.61% |
$1.09M - $1.23M
|
128K
$9.2M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
15.7KNew |
$1.05M - $1.18M
|
15.7K
$1.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
15.5KNew |
$1.04M - $1.17M
|
15.5K
$1.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
15.1K+ 70.23% |
$1.01M - $1.13M
|
36.5K
$2.63M
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
BUY
|
- |
14.8K+ 11.65% |
$990K - $1.11M
|
142K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
14K+ 4.67% |
$938K - $1.05M
|
314K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14K+ 10.68% |
$936K - $1.05M
|
145K
$10.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 26.72% |
$925K - $1.04M
|
65.5K
$4.71M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
13.6K+ 87.02% |
$913K - $1.02M
|
29.3K
$2.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
13.3KNew |
$888K - $997K
|
13.3K
$955K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 18.47% |
$876K - $983K
|
83.9K
$6.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.8K+ 51.99% |
$856K - $960K
|
37.3K
$2.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
12.3K+ 21.63% |
$827K - $928K
|
69.4K
$4.99M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
10.5K+ 52.95% |
$702K - $788K
|
30.3K
$2.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.3K+ 2.94% |
$692K - $776K
|
361K
$26M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.2K+ 81.45% |
$684K - $768K
|
22.8K
$1.64M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.91KNew |
$664K - $745K
|
9.91K
$713K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.55K+ 21.8% |
$572K - $643K
|
47.8K
$3.44M
|
|
|
Nov 03, 2023
Q3 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
8.42K+ 138.47% |
$564K - $633K
|
14.5K
$1.04M
|