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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-546- 0.61% |
$36.6K - $41.1K
|
89.2K
$6.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-565- 4.74% |
$37.8K - $42.5K
|
11.3K
$775K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-752- 5.49% |
$50.4K - $56.5K
|
12.9K
$885K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-767- 13.65% |
$51.4K - $57.7K
|
4.85K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-891- 97.27% |
$59.7K - $67K
|
25
$1.71K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-938- 0.37% |
$62.8K - $70.5K
|
250K
$17.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-983- 7.04% |
$65.8K - $73.9K
|
13K
$886K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.05K- 72.39% |
$70.1K - $78.6K
|
399
$27.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.06K- 39.23% |
$70.7K - $79.3K
|
1.63K
$112K
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 1.59% |
$72.9K - $81.9K
|
67.2K
$4.59M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.09K- 4.65% |
$73.1K - $82K
|
22.4K
$1.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.17K- 17.74% |
$78.2K - $87.7K
|
5.41K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.25K- 16.9% |
$83.7K - $94K
|
6.15K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.45K- 1.76% |
$96.9K - $109K
|
80.6K
$5.5M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.51K- 3.88% |
$101K - $114K
|
37.4K
$2.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
SELL
|
- |
-1.67K- 14.63% |
$112K - $126K
|
9.75K
$666K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.7K- 1.25% |
$114K - $128K
|
134K
$9.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.71K- 31.37% |
$115K - $129K
|
3.75K
$256K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.1K- 25.72% |
$141K - $158K
|
6.07K
$415K
|
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
SELL
|
- |
-2.24K- 19.57% |
$150K - $168K
|
9.2K
$628K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.25K- 8.15% |
$150K - $169K
|
25.3K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.42K- 4.08% |
$162K - $182K
|
56.8K
$3.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-2.74K- 1.73% |
$183K - $206K
|
155K
$10.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.91K- 10.73% |
$195K - $219K
|
24.2K
$1.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.22K- 0.48% |
$216K - $242K
|
662K
$45.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.43K- 47.04% |
$229K - $258K
|
3.86K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4K- 8.02% |
$268K - $301K
|
45.9K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.2K- 2.08% |
$282K - $316K
|
198K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.28K- 45.42% |
$287K - $322K
|
5.14K
$351K
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-4.77K- 7.05% |
$320K - $359K
|
62.9K
$4.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.22K- 5.59% |
$350K - $392K
|
88.1K
$6.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.51K- 2.28% |
$369K - $415K
|
237K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.06K- 16.53% |
$473K - $531K
|
35.7K
$2.44M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-7.07K- 57.06% |
$473K - $531K
|
5.32K
$363K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.07KClosed |
$474K - $532K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.56K- 22.51% |
$573K - $643K
|
29.5K
$2.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-8.61K- 17.93% |
$577K - $648K
|
39.4K
$2.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-9.84K- 27.42% |
$659K - $740K
|
26K
$1.78M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.5K- 1.04% |
$702K - $789K
|
994K
$67.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-17.9K- 16.4% |
$1.2M - $1.35M
|
91.2K
$6.23M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-28.1K- 88.55% |
$1.88M - $2.12M
|
3.64K
$249K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-31.7K- 27.27% |
$2.12M - $2.38M
|
84.5K
$5.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-31.9K- 10.72% |
$2.14M - $2.4M
|
265K
$18.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-35K- 23.86% |
$2.35M - $2.63M
|
112K
$7.63M
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-40.6K- 65.23% |
$2.72M - $3.05M
|
21.7K
$1.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-42.1K- 83.05% |
$2.82M - $3.16M
|
8.59K
$587K
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
- |
-50.3K- 54.32% |
$3.37M - $3.78M
|
42.3K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-51.7K- 25.27% |
$3.46M - $3.89M
|
153K
$10.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-74.2K- 24.48% |
$4.97M - $5.58M
|
229K
$15.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-101K- 82.59% |
$6.77M - $7.6M
|
21.3K
$1.46M
|