Purchases and Sales Made in Q4 2022 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 2022. 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 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.02K+ 11.58% |
$336K - $392K
|
48.4K
$3.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.69K+ 2.4% |
$313K - $366K
|
200K
$13.7M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
4.59K+ 17.15% |
$307K - $358K
|
31.4K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.49KNew |
$300K - $351K
|
4.49K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.32KNew |
$289K - $337K
|
4.32K
$295K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
4.22K+ 15.34% |
$282K - $329K
|
31.7K
$2.17M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.15K+ 4.47% |
$277K - $324K
|
96.9K
$6.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
3.99K+ 28.08% |
$267K - $311K
|
18.2K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.96K+ 4.24% |
$264K - $309K
|
97.3K
$6.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.9KNew |
$260K - $304K
|
3.9K
$266K
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.76K+ 4.92% |
$252K - $294K
|
80.3K
$5.49M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.74K+ 7.1% |
$250K - $292K
|
56.5K
$3.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.62K+ 11.91% |
$242K - $283K
|
34K
$2.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.51KNew |
$235K - $274K
|
3.51K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.51K+ 5.27% |
$235K - $274K
|
70.2K
$4.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.41K+ 62.55% |
$228K - $266K
|
8.85K
$604K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.24KNew |
$217K - $253K
|
3.24K
$221K
|
|
|
Feb 10, 2023
Q4 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
3.2K+ 8.24% |
$214K - $249K
|
42K
$2.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.93K+ 6.43% |
$196K - $229K
|
48.4K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.85KNew |
$191K - $223K
|
2.85K
$195K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.85KNew |
$191K - $223K
|
2.85K
$195K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.76KNew |
$184K - $215K
|
2.76K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.23K+ 4.16% |
$149K - $174K
|
55.8K
$3.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.2K+ 76.18% |
$147K - $171K
|
5.08K
$347K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.18K+ 27.27% |
$146K - $170K
|
10.2K
$694K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.18K+ 121.78% |
$145K - $170K
|
3.96K
$271K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.05K+ 8.66% |
$137K - $160K
|
25.7K
$1.75M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.84K+ 11.28% |
$123K - $144K
|
18.1K
$1.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
BUY
|
- |
1.8K+ 25.95% |
$120K - $140K
|
8.72K
$596K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.79K+ 11.09% |
$120K - $140K
|
18K
$1.23M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.5K+ 15.3% |
$100K - $117K
|
11.3K
$773K
|
|
|
Jan 25, 2023
Q4 2022
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 2.14% |
$99.9K - $117K
|
71.3K
$4.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.46KNew |
$97.5K - $114K
|
1.46K
$99.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.43K+ 82.22% |
$95.5K - $112K
|
3.17K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.37KNew |
$91.6K - $107K
|
1.37K
$93.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.23K+ 31.72% |
$82K - $95.8K
|
5.1K
$348K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.13KNew |
$75.6K - $88.3K
|
1.13K
$77.3K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.12K+ 3.05% |
$74.9K - $87.5K
|
37.9K
$2.59M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
$72.9K - $85.1K
|
1.09K
$74.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 10.72% |
$69.5K - $81.1K
|
10.7K
$733K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.03KNew |
$69.1K - $80.7K
|
1.03K
$70.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.02K+ 3.07% |
$68.3K - $79.8K
|
34.4K
$2.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
972New |
$65K - $75.9K
|
972
$66.4K
|
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
957+ 1.89% |
$64K - $74.7K
|
51.7K
$3.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
936+ 0.77% |
$62.6K - $73.1K
|
122K
$8.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
804+ 8.03% |
$53.7K - $62.8K
|
10.8K
$739K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
797+ 37.9% |
$53.3K - $62.2K
|
2.9K
$198K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
731+ 11.19% |
$48.9K - $57.1K
|
7.26K
$496K
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
672+ 0.2% |
$44.9K - $52.5K
|
331K
$22.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
650+ 21.67% |
$43.5K - $50.7K
|
3.65K
$249K
|