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 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.58K+ 11.54% |
$508K - $570K
|
73.2K
$5M
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
7.33K+ 12.15% |
$491K - $551K
|
67.7K
$4.62M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.2K+ 5.39% |
$482K - $541K
|
141K
$9.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.06KNew |
$473K - $531K
|
7.06K
$482K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
6.9KNew |
$462K - $519K
|
6.9K
$471K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.79K+ 6.71% |
$455K - $510K
|
108K
$7.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.48K+ 15.51% |
$434K - $488K
|
48.3K
$3.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
6.19K+ 7.38% |
$414K - $465K
|
90K
$6.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
5.58KNew |
$373K - $419K
|
5.58K
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
5.53K+ 3.02% |
$370K - $416K
|
189K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.53KNew |
$370K - $415K
|
5.53K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.52KNew |
$369K - $415K
|
5.52K
$377K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.47KNew |
$366K - $411K
|
5.47K
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
5.09K+ 28.49% |
$341K - $383K
|
23K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.86K+ 70.12% |
$326K - $365K
|
11.8K
$806K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.77K+ 9.64% |
$319K - $358K
|
54.2K
$3.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.69K+ 23.96% |
$314K - $352K
|
24.2K
$1.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
3.97K+ 5.26% |
$266K - $299K
|
79.5K
$5.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.97KNew |
$266K - $298K
|
3.97K
$271K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.68KNew |
$246K - $277K
|
3.68K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.65KNew |
$245K - $275K
|
3.65K
$249K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.43KNew |
$230K - $258K
|
3.43K
$234K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.37K+ 22.59% |
$226K - $253K
|
18.3K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.33K+ 22.06% |
$223K - $250K
|
18.4K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.22K+ 17.31% |
$216K - $242K
|
21.8K
$1.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.15KNew |
$211K - $237K
|
3.15K
$215K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.09KNew |
$207K - $232K
|
3.09K
$211K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.09K+ 5.13% |
$207K - $232K
|
63.2K
$4.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.51K+ 9.74% |
$168K - $189K
|
28.3K
$1.93M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.48K+ 35.52% |
$166K - $187K
|
9.47K
$647K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.47K+ 65.23% |
$166K - $186K
|
6.26K
$428K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.41K+ 4.5% |
$161K - $181K
|
55.9K
$3.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.23K+ 11.1% |
$149K - $168K
|
22.3K
$1.53M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.22K+ 9.13% |
$149K - $167K
|
26.5K
$1.81M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.18K+ 14.14% |
$146K - $164K
|
17.6K
$1.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.06K+ 21.84% |
$138K - $155K
|
11.5K
$785K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
1.93K+ 23.17% |
$129K - $145K
|
10.2K
$699K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.76K+ 30.71% |
$118K - $132K
|
7.5K
$512K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.74K+ 16.05% |
$116K - $130K
|
12.5K
$857K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.63K+ 2.76% |
$109K - $122K
|
60.5K
$4.14M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.62K+ 9.1% |
$109K - $122K
|
19.5K
$1.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.59K+ 37.13% |
$106K - $119K
|
5.87K
$401K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
1.52K+ 25.22% |
$102K - $115K
|
7.57K
$517K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.5K+ 26.23% |
$100K - $113K
|
7.21K
$493K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.49K+ 19.94% |
$99.8K - $112K
|
8.96K
$612K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.45K+ 5.3% |
$96.9K - $109K
|
28.7K
$1.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.43K+ 3.75% |
$95.5K - $107K
|
39.4K
$2.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.38K+ 9.93% |
$92.6K - $104K
|
15.3K
$1.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
1.29K+ 0.98% |
$86.4K - $97K
|
133K
$9.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 1.51% |
$77.8K - $87.3K
|
78.1K
$5.34M
|