Purchases and Sales Made in Q1 2023 in Vanguard Bd Index Fd Inc Inter (BIV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Inter (BIV) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC INTER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5+ 0.04% |
$368 - $387
|
13.3K
$998K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5+ 0.09% |
$368 - $387
|
5.88K
$442K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
4+ 0.47% |
$294 - $309
|
852
$64.1K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 4.05% |
$221 - $232
|
77
$5.79K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.03% |
$147 - $155
|
7.09K
$533K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.44% |
$147 - $155
|
461
$34.7K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.43% |
$73.6 - $77.3
|
235
$17.7K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.39% |
$73.6 - $77.3
|
256
$19.2K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$73.6 - $77.3
|
2.21K
$166K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 1.28% |
$73.6 - $77.3
|
77
$5.79K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-6- 1.23% |
$441 - $464
|
482
$36.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9- 0.25% |
$662 - $696
|
3.62K
$272K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-9- 0.19% |
$662 - $696
|
4.65K
$350K
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-10- 0.31% |
$736 - $773
|
3.23K
$243K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12- 0.26% |
$883 - $928
|
4.65K
$349K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-13- 7.74% |
$956 - $1.01K
|
155
$11.7K
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-13- 0.96% |
$956 - $1.01K
|
1.34K
$101K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-15- 0.44% |
$1.1K - $1.16K
|
3.38K
$254K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-21- 0.41% |
$1.54K - $1.62K
|
5.12K
$385K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-24- 0.31% |
$1.77K - $1.86K
|
7.7K
$579K
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-25- 0.63% |
$1.84K - $1.93K
|
3.93K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-26- 0.06% |
$1.91K - $2.01K
|
41.8K
$3.15M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-27- 0.13% |
$1.99K - $2.09K
|
20.6K
$1.55M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-33- 1.22% |
$2.43K - $2.55K
|
2.68K
$201K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-36- 1.06% |
$2.65K - $2.78K
|
3.36K
$252K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-37- 3.3% |
$2.72K - $2.86K
|
1.08K
$81.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-37- 0.07% |
$2.72K - $2.86K
|
56.6K
$4.26M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-42- 0.05% |
$3.09K - $3.25K
|
89.9K
$6.76M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-42- 0.05% |
$3.09K - $3.25K
|
89.9K
$6.76M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-56Closed |
$4.12K - $4.33K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-57- 0.7% |
$4.19K - $4.41K
|
8.12K
$611K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-63- 2.33% |
$4.63K - $4.87K
|
2.64K
$199K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-65- 0.81% |
$4.78K - $5.03K
|
7.91K
$595K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-68- 0.31% |
$5K - $5.26K
|
22.1K
$1.66M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-75- 18.43% |
$5.52K - $5.8K
|
332
$25K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-75- 29.07% |
$5.52K - $5.8K
|
183
$13.8K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-78- 3.17% |
$5.74K - $6.03K
|
2.38K
$179K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-90- 84.11% |
$6.62K - $6.96K
|
17
$1.28K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-90- 1.58% |
$6.62K - $6.96K
|
5.6K
$421K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-92- 0.5% |
$6.77K - $7.11K
|
18.2K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-95- 1.83% |
$6.99K - $7.34K
|
5.09K
$382K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 2.28% |
$7.36K - $7.73K
|
4.3K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-101- 16.29% |
$7.43K - $7.81K
|
519
$39K
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-101- 0.13% |
$7.43K - $7.81K
|
78.4K
$5.9M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-109- 0.66% |
$8.02K - $8.43K
|
16.4K
$1.23M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-110- 0.21% |
$8.09K - $8.5K
|
52.2K
$3.93M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-110- 0.21% |
$8.09K - $8.5K
|
52.2K
$3.93M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-111- 2.86% |
$8.17K - $8.58K
|
3.77K
$284K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-112- 1.35% |
$8.24K - $8.66K
|
8.21K
$617K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-115- 1.57% |
$8.46K - $8.89K
|
7.22K
$543K
|