Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-384- 0.94% |
$27.7K - $29.1K
|
40.7K
$3.06M
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-385- 10.98% |
$27.8K - $29.1K
|
3.12K
$235K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-387- 11.14% |
$27.9K - $29.3K
|
3.09K
$232K
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-392- 5.88% |
$28.3K - $29.7K
|
6.28K
$472K
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-411- 1.08% |
$29.6K - $31.1K
|
37.6K
$2.83M
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-435- 5.29% |
$31.4K - $32.9K
|
7.79K
$586K
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-446- 9.49% |
$32.2K - $33.7K
|
4.25K
$320K
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-452- 2.38% |
$32.6K - $34.2K
|
18.6K
$1.4M
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-487- 13.9% |
$35.1K - $36.9K
|
3.02K
$227K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-489- 10.35% |
$35.3K - $37K
|
4.24K
$319K
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-538- 5.14% |
$38.8K - $40.7K
|
9.94K
$747K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-557- 8.7% |
$40.2K - $42.1K
|
5.85K
$440K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-578- 16.1% |
$41.7K - $43.7K
|
3.01K
$226K
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-592- 6.89% |
$42.7K - $44.8K
|
8K
$601K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-617- 0.93% |
$44.5K - $46.7K
|
65.9K
$4.96M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-619- 15.39% |
$44.6K - $46.8K
|
3.4K
$256K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-620- 2.22% |
$44.7K - $46.9K
|
27.3K
$2.05M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-622- 4.46% |
$44.9K - $47.1K
|
13.3K
$1M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-654- 22.73% |
$47.2K - $49.5K
|
2.22K
$167K
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-693- 4.23% |
$50K - $52.4K
|
15.7K
$1.18M
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-697- 0.44% |
$50.3K - $52.7K
|
157K
$11.8M
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-714- 3.67% |
$51.5K - $54K
|
18.7K
$1.41M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-734- 10.03% |
$52.9K - $55.5K
|
6.58K
$495K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-742- 1.37% |
$53.5K - $56.1K
|
53.3K
$4.01M
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-744- 70.92% |
$53.6K - $56.3K
|
305
$22.9K
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-747- 3.41% |
$53.9K - $56.5K
|
21.1K
$1.59M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-763- 16.68% |
$55K - $57.7K
|
3.81K
$287K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-774- 21.11% |
$55.8K - $58.6K
|
2.89K
$217K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-790- 7.7% |
$57K - $59.8K
|
9.47K
$712K
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-791- 5.46% |
$57K - $59.9K
|
13.7K
$1.03M
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-818- 4.91% |
$59K - $61.9K
|
15.9K
$1.19M
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-825- 0.85% |
$59.5K - $62.4K
|
96.5K
$7.26M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-877- 6.7% |
$63.2K - $66.4K
|
12.2K
$918K
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-882- 11.05% |
$63.6K - $66.7K
|
7.1K
$534K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-891- 0.97% |
$64.3K - $67.4K
|
91.3K
$6.87M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-938- 22.53% |
$67.6K - $71K
|
3.23K
$243K
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-967- 11.9% |
$69.7K - $73.2K
|
7.16K
$538K
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-970- 15.13% |
$69.9K - $73.4K
|
5.44K
$409K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.02K- 94.19% |
$73.6K - $77.3K
|
63
$4.74K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.03K- 6.6% |
$73.9K - $77.6K
|
14.5K
$1.09M
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.09K- 3.73% |
$78.2K - $82.1K
|
28K
$2.1M
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.09K- 13.3% |
$78.9K - $82.8K
|
7.13K
$536K
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.1K- 45.83% |
$79.3K - $83.2K
|
1.3K
$97.7K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1.11K- 0.9% |
$79.9K - $83.8K
|
121K
$9.13M
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.11K- 5.28% |
$80.3K - $84.3K
|
20K
$1.5M
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.12K- 2.09% |
$80.4K - $84.4K
|
52.2K
$3.93M
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-1.12K- 6.85% |
$80.6K - $84.6K
|
15.2K
$1.14M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.17K- 8.38% |
$84.5K - $88.7K
|
12.8K
$964K
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.18K- 2.17% |
$84.7K - $88.9K
|
52.9K
$3.98M
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-1.2K- 13.41% |
$86.5K - $90.8K
|
7.75K
$582K
|