Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-3.3K- 15.98% |
$236K - $251K
|
17.3K
$1.3M
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.45K- 75.91% |
$247K - $264K
|
1.1K
$82.4K
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.48K- 6.25% |
$250K - $266K
|
52.3K
$3.93M
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.5K- 95.52% |
$251K - $267K
|
164
$12.3K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.52KClosed |
$252K - $268K
|
0
$0
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-3.61K- 25.28% |
$258K - $275K
|
10.7K
$801K
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-3.77K- 4.82% |
$270K - $288K
|
74.6K
$5.61M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.87K- 8.84% |
$277K - $295K
|
39.9K
$3M
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.99K- 3.85% |
$286K - $305K
|
99.7K
$7.5M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.16K- 71.81% |
$298K - $317K
|
1.63K
$123K
|
|
Jan 31, 2023
Q4 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-4.25K- 0.95% |
$304K - $324K
|
442K
$33.3M
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.41K- 3.93% |
$316K - $336K
|
108K
$8.11M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.43K- 73.6% |
$317K - $338K
|
1.59K
$120K
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-4.64K- 24.17% |
$332K - $354K
|
14.5K
$1.09M
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.68KClosed |
$335K - $357K
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-4.86K- 11.23% |
$348K - $371K
|
38.4K
$2.89M
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.88K- 51.3% |
$349K - $372K
|
4.63K
$348K
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-4.93K- 1.2% |
$353K - $376K
|
404K
$30.4M
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-5K- 24.75% |
$358K - $382K
|
15.2K
$1.14M
|
|
Jan 26, 2023
Q4 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-5.03K- 13.19% |
$360K - $384K
|
33.1K
$2.49M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.06K- 4.84% |
$363K - $386K
|
99.5K
$7.48M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.16K- 28.37% |
$370K - $394K
|
13K
$981K
|
|
Feb 09, 2023
Q4 2022
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-5.22K- 6.95% |
$374K - $399K
|
69.9K
$5.26M
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-5.41K- 33.03% |
$388K - $413K
|
11K
$826K
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-5.44K- 30.09% |
$390K - $415K
|
12.6K
$950K
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-5.48K- 18.83% |
$392K - $418K
|
23.6K
$1.78M
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.49K- 5.26% |
$393K - $419K
|
98.8K
$7.43M
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-5.63K- 11.85% |
$403K - $429K
|
41.9K
$3.15M
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-5.68K- 4.81% |
$407K - $433K
|
112K
$8.44M
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5.93K- 42.12% |
$425K - $452K
|
8.14K
$612K
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.08K- 64.36% |
$435K - $464K
|
3.37K
$253K
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-6.32K- 10.49% |
$453K - $483K
|
54K
$4.06M
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.74K- 3.7% |
$483K - $514K
|
176K
$13.2M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-6.98K- 22.17% |
$500K - $533K
|
24.5K
$1.84M
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-7.17K- 29.51% |
$513K - $547K
|
17.1K
$1.29M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.17K- 24.63% |
$514K - $548K
|
21.9K
$1.65M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.31K- 15.98% |
$523K - $558K
|
38.4K
$2.89M
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
SELL
|
- |
-7.37K- 35.55% |
$528K - $562K
|
13.4K
$1M
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-7.47K- 6.06% |
$535K - $570K
|
116K
$8.71M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.55K- 27.12% |
$541K - $576K
|
20.3K
$1.53M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-7.6K- 35.14% |
$544K - $580K
|
14K
$1.05M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.63K- 10.75% |
$546K - $582K
|
63.3K
$4.76M
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
SELL
|
- |
-7.71K- 4.13% |
$552K - $588K
|
179K
$13.5M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.75K- 19.53% |
$555K - $591K
|
31.9K
$2.4M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-8.39K- 4.54% |
$601K - $640K
|
176K
$13.3M
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-8.53K- 54.4% |
$611K - $651K
|
7.15K
$538K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-8.66K- 13.87% |
$620K - $661K
|
53.8K
$4.04M
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-8.83K- 22.57% |
$632K - $674K
|
30.3K
$2.28M
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-9.09K- 2.3% |
$651K - $694K
|
386K
$29.1M
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-9.59K- 3.26% |
$687K - $732K
|
285K
$21.4M
|