Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-336K- 79.94% |
$23.7M - $25.8M
|
84.2K
$6.49M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-371K- 13.99% |
$26.2M - $28.5M
|
2.28M
$176M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-375K- 4.67% |
$26.5M - $28.8M
|
7.66M
$590M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-441K- 16.98% |
$31.1M - $33.8M
|
2.15M
$166M
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-754K- 41.42% |
$53.1M - $57.8M
|
1.07M
$82.2M
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-806K- 80.57% |
$56.8M - $61.9M
|
194K
$15M
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-928K- 95.02% |
$65.4M - $71.2M
|
48.7K
$3.75M
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-945K- 98.69% |
$66.6M - $72.5M
|
12.5K
$967K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.47M- 8.36% |
$104M - $113M
|
16.1M
$1.24B
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.19M- 45.96% |
$154M - $168M
|
2.57M
$198M
|