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 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.53KNew |
$249K - $271K
|
3.53K
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.43K+ 24500.0% |
$242K - $263K
|
3.44K
$260K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.42KNew |
$241K - $262K
|
3.42K
$257K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
3.35KNew |
$236K - $257K
|
3.35K
$252K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.34KNew |
$235K - $256K
|
3.34K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.33K+ 3.67% |
$235K - $256K
|
94K
$7.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
3.33KNew |
$235K - $255K
|
3.33K
$251K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.32K+ 15.86% |
$234K - $255K
|
24.2K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.28K+ 65.42% |
$231K - $252K
|
8.29K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.27KNew |
$230K - $251K
|
3.27K
$246K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.26K+ 1207.04% |
$230K - $250K
|
3.53K
$266K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.24K+ 2.99% |
$228K - $249K
|
112K
$8.41M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3.2KNew |
$226K - $246K
|
3.2K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.19KNew |
$225K - $245K
|
3.19K
$241K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3KNew |
$211K - $230K
|
3K
$226K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.96K+ 39.9% |
$209K - $227K
|
10.4K
$783K
|
|
|
Jan 17, 2024
Q4 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
2.89K+ 1.55% |
$203K - $221K
|
189K
$14.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.83K+ 1.91% |
$199K - $217K
|
151K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
2.81KNew |
$198K - $216K
|
2.81K
$212K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
2.76KNew |
$195K - $212K
|
2.76K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.76KNew |
$194K - $212K
|
2.76K
$208K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.76KNew |
$194K - $211K
|
2.76K
$208K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.72K+ 48.14% |
$192K - $209K
|
8.38K
$632K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.69KNew |
$190K - $206K
|
2.69K
$203K
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.68KNew |
$189K - $206K
|
2.68K
$202K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.68KNew |
$189K - $206K
|
2.68K
$202K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
2.68KNew |
$189K - $205K
|
2.68K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.67KNew |
$188K - $205K
|
2.67K
$201K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.65K+ 1.45% |
$187K - $204K
|
185K
$14M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2.64K+ 10.18% |
$186K - $202K
|
28.6K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
2.62KNew |
$185K - $201K
|
2.62K
$198K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.58K+ 6.45% |
$182K - $198K
|
42.6K
$3.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
2.56K+ 13.09% |
$180K - $196K
|
22.1K
$1.66M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.55K+ 6.38% |
$180K - $196K
|
42.5K
$3.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.49K+ 20.28% |
$175K - $191K
|
14.8K
$1.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
2.47K+ 9.85% |
$174K - $189K
|
27.5K
$2.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.45K+ 8.93% |
$172K - $188K
|
29.8K
$2.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.33K+ 16.1% |
$165K - $179K
|
16.8K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.32K+ 11.39% |
$163K - $178K
|
22.7K
$1.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.3K+ 1.45% |
$162K - $176K
|
160K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
2.25K+ 26.23% |
$158K - $172K
|
10.8K
$814K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2.19K+ 11.5% |
$154K - $168K
|
21.2K
$1.6M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.15K+ 56.69% |
$151K - $165K
|
5.93K
$447K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
2.11K+ 6.63% |
$149K - $162K
|
34K
$2.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
1.97K+ 21.83% |
$139K - $151K
|
11K
$829K
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.96K+ 11.77% |
$138K - $151K
|
18.6K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.9K+ 3.3% |
$134K - $146K
|
59.6K
$4.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
1.9K+ 2.86% |
$134K - $146K
|
68.4K
$5.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.73K+ 1903.3% |
$122K - $133K
|
1.82K
$137K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.59K+ 16.02% |
$112K - $122K
|
11.5K
$865K
|