Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
935+ 1.33% |
$94K - $99.5K
|
71.1K
$4.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
905+ 3.83% |
$91K - $96.3K
|
24.5K
$1.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
900+ 0.36% |
$90.5K - $95.8K
|
252K
$17.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
870+ 10.0% |
$87.4K - $92.6K
|
9.57K
$654K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
782+ 1.78% |
$78.6K - $83.2K
|
44.7K
$3.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
781+ 7.93% |
$78.5K - $83.1K
|
10.6K
$726K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
769New |
$77.3K - $81.8K
|
769
$52.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
769New |
$77.3K - $81.8K
|
769
$52.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
762+ 16.16% |
$76.6K - $81.1K
|
5.48K
$374K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
749+ 29.79% |
$75.3K - $79.7K
|
3.26K
$223K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
748+ 15.88% |
$75.2K - $79.6K
|
5.46K
$373K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
737+ 12.94% |
$74.1K - $78.4K
|
6.43K
$440K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
725New |
$72.9K - $77.1K
|
725
$49.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
706New |
$71K - $75.1K
|
706
$48.2K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
640New |
$64.3K - $68.1K
|
640
$43.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
619+ 16.97% |
$62.2K - $65.9K
|
4.27K
$291K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
584+ 0.6% |
$58.7K - $62.1K
|
97.5K
$6.66M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
559+ 173.6% |
$56.2K - $59.5K
|
881
$60.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
506+ 6.56% |
$50.9K - $53.8K
|
8.22K
$562K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
436+ 18.96% |
$43.8K - $46.4K
|
2.74K
$187K
|
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
408+ 3.02% |
$41K - $43.4K
|
13.9K
$950K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
393+ 8.2% |
$39.5K - $41.8K
|
5.19K
$354K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
385+ 137.99% |
$38.7K - $41K
|
664
$45.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
327+ 16.38% |
$32.9K - $34.8K
|
2.32K
$159K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
308+ 21.1% |
$31K - $32.8K
|
1.77K
$121K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
305+ 8.05% |
$30.7K - $32.5K
|
4.09K
$280K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
276+ 20.07% |
$27.7K - $29.4K
|
1.65K
$113K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
270+ 4.81% |
$27.1K - $28.7K
|
5.88K
$402K
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
266New |
$26.7K - $28.3K
|
266
$18.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
256+ 11.97% |
$25.7K - $27.2K
|
2.4K
$164K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
253+ 93.01% |
$25.4K - $26.9K
|
525
$35.9K
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
252+ 2.31% |
$25.3K - $26.8K
|
11.1K
$761K
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
238+ 5.89% |
$23.9K - $25.3K
|
4.28K
$292K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
227+ 5.79% |
$22.8K - $24.2K
|
4.15K
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
216New |
$21.7K - $23K
|
216
$14.8K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
211+ 10.12% |
$21.2K - $22.5K
|
2.3K
$157K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
209New |
$21K - $22.2K
|
209
$14.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
205+ 3.96% |
$20.6K - $21.8K
|
5.38K
$368K
|
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
BUY
|
- |
189+ 3.45% |
$19K - $20.1K
|
5.67K
$387K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
189+ 3.48% |
$19K - $20.1K
|
5.62K
$384K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
146+ 18.16% |
$14.7K - $15.5K
|
950
$64.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
135+ 2.57% |
$13.6K - $14.4K
|
5.38K
$368K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
129+ 2.07% |
$13K - $13.7K
|
6.35K
$434K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
109+ 4.36% |
$11K - $11.6K
|
2.61K
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
79New |
$7.94K - $8.41K
|
79
$5.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
78+ 3.1% |
$7.84K - $8.3K
|
2.59K
$177K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
64+ 2.72% |
$6.43K - $6.81K
|
2.41K
$165K
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
61+ 0.27% |
$6.13K - $6.49K
|
22.3K
$1.52M
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
31+ 0.1% |
$3.12K - $3.3K
|
30.8K
$2.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
18+ 13.64% |
$1.81K - $1.92K
|
150
$10.2K
|