Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
61+ 2.6% |
$4.57K - $4.73K
|
2.41K
$186K
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
53+ 1.57% |
$3.97K - $4.11K
|
3.44K
$265K
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
53+ 0.84% |
$3.97K - $4.11K
|
6.36K
$491K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
51New |
$3.82K - $3.95K
|
51
$3.94K
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
49+ 1.45% |
$3.67K - $3.8K
|
3.43K
$265K
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
41+ 0.93% |
$3.07K - $3.18K
|
4.43K
$342K
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
41+ 0.78% |
$3.07K - $3.18K
|
5.29K
$409K
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
38+ 0.82% |
$2.85K - $2.94K
|
4.66K
$360K
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
37+ 1.1% |
$2.77K - $2.87K
|
3.42K
$264K
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
34+ 0.73% |
$2.55K - $2.63K
|
4.69K
$362K
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
34+ 0.55% |
$2.55K - $2.63K
|
6.24K
$482K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
33New |
$2.47K - $2.56K
|
33
$2.55K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
31+ 0.96% |
$2.32K - $2.4K
|
3.25K
$251K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25+ 2.33% |
$1.87K - $1.94K
|
1.1K
$84.9K
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
24+ 0.73% |
$1.8K - $1.86K
|
3.31K
$255K
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
24+ 0.17% |
$1.8K - $1.86K
|
14K
$1.08M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23+ 62.16% |
$1.72K - $1.78K
|
60
$4.63K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20+ 0.8% |
$1.5K - $1.55K
|
2.52K
$194K
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
20+ 0.46% |
$1.5K - $1.55K
|
4.36K
$336K
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
20+ 0.69% |
$1.5K - $1.55K
|
2.92K
$225K
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20+ 0.71% |
$1.5K - $1.55K
|
2.82K
$218K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18+ 1.66% |
$1.35K - $1.39K
|
1.1K
$85.1K
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
14+ 0.26% |
$1.05K - $1.08K
|
5.45K
$421K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
13New |
$974 - $1.01K
|
13
$1K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
12+ 0.1% |
$900 - $930
|
12.5K
$964K
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11+ 0.41% |
$825 - $852
|
2.69K
$208K
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
8+ 0.03% |
$600 - $620
|
24.6K
$1.9M
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
8+ 0.06% |
$600 - $620
|
13.3K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
7+ 0.82% |
$525 - $542
|
859
$66.3K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.15% |
$525 - $542
|
4.63K
$358K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.17% |
$450 - $465
|
3.63K
$280K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 1.16% |
$450 - $465
|
525
$40.5K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
6New |
$450 - $465
|
6
$463
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3+ 0.04% |
$225 - $232
|
8.13K
$627K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.43% |
$150 - $155
|
463
$35.7K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.78% |
$150 - $155
|
258
$19.9K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.04% |
$75 - $77.5
|
2.76K
$213K
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.51% |
$75 - $77.5
|
196
$15.1K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.01% |
$75 - $77.5
|
100
$7.72K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 2.6% |
$150 - $155
|
75
$5.79K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-10- 1.54% |
$750 - $775
|
638
$49.3K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-14- 4.93% |
$1.05K - $1.08K
|
270
$20.8K
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-15- 0.46% |
$1.12K - $1.16K
|
3.24K
$250K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-17- 0.69% |
$1.27K - $1.32K
|
2.44K
$188K
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-17- 0.26% |
$1.27K - $1.32K
|
6.6K
$510K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-20- 0.15% |
$1.5K - $1.55K
|
13.1K
$1.01M
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-30- 0.93% |
$2.25K - $2.32K
|
3.18K
$246K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-30- 0.44% |
$2.25K - $2.32K
|
6.74K
$520K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-40- 0.62% |
$3K - $3.1K
|
6.4K
$494K
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-41- 1.21% |
$3.07K - $3.18K
|
3.34K
$257K
|