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 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
1.15K+ 172.75% |
$77.3K - $86.8K
|
1.82K
$124K
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.05K+ 5.07% |
$70.4K - $79K
|
21.8K
$1.49M
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
947+ 8.4% |
$63.4K - $71.2K
|
12.2K
$835K
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
887+ 8.14% |
$59.4K - $66.7K
|
11.8K
$805K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
877+ 85.64% |
$58.7K - $65.9K
|
1.9K
$130K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
846New |
$56.7K - $63.6K
|
846
$57.8K
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
830+ 21.04% |
$55.6K - $62.4K
|
4.77K
$326K
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
724+ 11.28% |
$48.5K - $54.4K
|
7.14K
$488K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
723+ 2.38% |
$48.4K - $54.4K
|
31.1K
$2.12M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
615+ 12.96% |
$41.2K - $46.2K
|
5.36K
$366K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
595+ 793.33% |
$39.9K - $44.7K
|
670
$45.8K
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
551+ 10.65% |
$36.9K - $41.4K
|
5.73K
$391K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
546+ 0.78% |
$36.6K - $41.1K
|
70.1K
$4.79M
|
|
Oct 16, 2023
Q3 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
512+ 0.54% |
$34.3K - $38.5K
|
95.2K
$6.5M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
512+ 7.19% |
$34.3K - $38.5K
|
7.63K
$521K
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
496+ 13.15% |
$33.2K - $37.3K
|
4.27K
$292K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
407+ 1.44% |
$27.3K - $30.6K
|
28.7K
$1.96M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
374New |
$25.1K - $28.1K
|
374
$25.5K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
360New |
$24.1K - $27.1K
|
360
$24.6K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
354+ 69.28% |
$23.7K - $26.6K
|
865
$59.1K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
343+ 1.43% |
$23K - $25.8K
|
24.4K
$1.67M
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
257+ 1.77% |
$17.2K - $19.3K
|
14.7K
$1.01M
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
250+ 1.67% |
$16.7K - $18.8K
|
15.2K
$1.04M
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
245+ 8.11% |
$16.4K - $18.4K
|
3.27K
$223K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
234+ 365.63% |
$15.7K - $17.6K
|
298
$20.4K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
231+ 405.26% |
$15.5K - $17.4K
|
288
$19.7K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
228+ 6.63% |
$15.3K - $17.1K
|
3.67K
$250K
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
222+ 11.98% |
$14.9K - $16.7K
|
2.08K
$142K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
200+ 3.08% |
$13.4K - $15K
|
6.7K
$458K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
185+ 20.17% |
$12.4K - $13.9K
|
1.1K
$75.3K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
183+ 4.15% |
$12.3K - $13.8K
|
4.59K
$314K
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
157+ 0.89% |
$10.5K - $11.8K
|
17.8K
$1.22M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
154New |
$10.3K - $11.6K
|
154
$10.5K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
154New |
$10.3K - $11.6K
|
154
$10.5K
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
132New |
$8.84K - $9.93K
|
132
$9.02K
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
129New |
$8.64K - $9.7K
|
129
$8.81K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
122+ 10.95% |
$8.17K - $9.17K
|
1.24K
$84.4K
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
119+ 1.07% |
$7.97K - $8.95K
|
11.2K
$767K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
117+ 5.0% |
$7.84K - $8.8K
|
2.46K
$168K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
114+ 21.15% |
$7.64K - $8.57K
|
653
$44.6K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
112New |
$7.5K - $8.42K
|
112
$7.65K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
112+ 12.25% |
$7.5K - $8.42K
|
1.03K
$70.1K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
99+ 1.04% |
$6.63K - $7.44K
|
9.62K
$657K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
98+ 1.47% |
$6.56K - $7.37K
|
6.76K
$462K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
96+ 2.43% |
$6.43K - $7.22K
|
4.05K
$277K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
72New |
$4.82K - $5.41K
|
72
$4.92K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
62+ 10.33% |
$4.15K - $4.66K
|
662
$45.2K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
60New |
$4.02K - $4.51K
|
60
$4.1K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
57New |
$3.82K - $4.29K
|
57
$3.89K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
56New |
$3.75K - $4.21K
|
56
$3.83K
|