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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
53.9KNew |
$3.86M - $4.12M
|
53.9K
$4.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
53K+ 210.23% |
$3.8M - $4.05M
|
78.3K
$5.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
48.9KNew |
$3.51M - $3.74M
|
48.9K
$3.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
48.7K+ 116.07% |
$3.49M - $3.71M
|
90.6K
$6.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.8K+ 17.85% |
$3.42M - $3.65M
|
316K
$23.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
46.1K+ 14.46% |
$3.3M - $3.52M
|
364K
$27.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
44.6KNew |
$3.2M - $3.41M
|
44.6K
$3.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
41.1KNew |
$2.95M - $3.14M
|
41.1K
$3.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41.1K+ 8.03% |
$2.94M - $3.13M
|
552K
$41.5M
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
40.6KNew |
$2.91M - $3.1M
|
40.6K
$3.05M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
38.6K+ 170.85% |
$2.77M - $2.95M
|
61.2K
$4.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
38.2K+ 23.65% |
$2.74M - $2.92M
|
200K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37.8K+ 47.06% |
$2.71M - $2.89M
|
118K
$8.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
37.6K+ 67.1% |
$2.7M - $2.87M
|
93.7K
$7.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
37.5K+ 912.77% |
$2.69M - $2.86M
|
41.6K
$3.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
36.4K+ 40.0% |
$2.61M - $2.78M
|
127K
$9.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
35.3KNew |
$2.53M - $2.69M
|
35.3K
$2.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
33.8K+ 468.22% |
$2.42M - $2.58M
|
41.1K
$3.09M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
33.3K+ 8.66% |
$2.39M - $2.54M
|
418K
$31.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
BUY
|
- |
31.9K+ 13.9% |
$2.29M - $2.43M
|
261K
$19.7M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
29.8KNew |
$2.14M - $2.28M
|
29.8K
$2.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
29.5K+ 140.34% |
$2.11M - $2.25M
|
50.5K
$3.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
28.4K+ 204.61% |
$2.04M - $2.17M
|
42.3K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28.4K+ 238.3% |
$2.03M - $2.16M
|
40.2K
$3.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
28.2K+ 11.99% |
$2.02M - $2.15M
|
263K
$19.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
28.1KNew |
$2.01M - $2.15M
|
28.1K
$2.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
28.1K+ 591.99% |
$2.01M - $2.14M
|
32.8K
$2.47M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
27.2K+ 4.74% |
$1.95M - $2.08M
|
601K
$45.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27.1K+ 6381.37% |
$1.94M - $2.06M
|
27.5K
$2.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27K+ 8.64% |
$1.94M - $2.06M
|
340K
$25.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
26.2K+ 48.98% |
$1.88M - $2M
|
79.8K
$6M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
25.2K+ 6.23% |
$1.81M - $1.92M
|
430K
$32.3M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24.9K+ 42.59% |
$1.78M - $1.9M
|
83.3K
$6.26M
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
24.1KNew |
$1.73M - $1.84M
|
24.1K
$1.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
21.9K+ 14.84% |
$1.57M - $1.67M
|
169K
$12.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
21.5K+ 1.38% |
$1.54M - $1.64M
|
1.58M
$119M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.5KNew |
$1.54M - $1.64M
|
21.5K
$1.61M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.3K+ 40.6% |
$1.53M - $1.63M
|
73.8K
$5.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
21.1K+ 190.68% |
$1.51M - $1.61M
|
32.2K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
19.4KNew |
$1.39M - $1.48M
|
19.4K
$1.46M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
19.3KNew |
$1.38M - $1.47M
|
19.3K
$1.45M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
18.4KNew |
$1.32M - $1.4M
|
18.4K
$1.38M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
18.4KNew |
$1.32M - $1.4M
|
18.4K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
18.1K+ 40.92% |
$1.3M - $1.38M
|
62.4K
$4.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
18.1K+ 13.1% |
$1.3M - $1.38M
|
156K
$11.8M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
17.8KNew |
$1.28M - $1.36M
|
17.8K
$1.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
17.7K+ 401.25% |
$1.27M - $1.35M
|
22.1K
$1.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
17.7KNew |
$1.26M - $1.35M
|
17.7K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
17.2K+ 419.11% |
$1.23M - $1.31M
|
21.3K
$1.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17K+ 27.56% |
$1.22M - $1.3M
|
78.8K
$5.92M
|