Purchases and Sales Made in Q1 2023 in Vanguard Bd Index Fd Inc Long (BLV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Long (BLV) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC LONG .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.94M+ 140.78% |
$357M - $389M
|
8.45M
$602M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
817KNew |
$59M - $64.2M
|
817K
$58.2M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
745KNew |
$53.8M - $58.6M
|
745K
$53.1M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
569KNew |
$41.1M - $44.7M
|
569K
$40.6M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
374K+ 2626.41% |
$27M - $29.4M
|
388K
$27.6M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
347K+ 54.37% |
$25M - $27.3M
|
984K
$70.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
254K+ 89024.91% |
$18.3M - $19.9M
|
254K
$18.1M
|
|
|
May 11, 2023
Q1 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
230KNew |
$16.6M - $18.1M
|
230K
$16.4M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
224K+ 10.36% |
$16.2M - $17.6M
|
2.38M
$170M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
206KNew |
$14.9M - $16.2M
|
206K
$14.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
119K+ 2735.08% |
$8.62M - $9.38M
|
124K
$8.81M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
96.5K+ 36.17% |
$6.97M - $7.58M
|
363K
$25.9M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
93.5K+ 6.28% |
$6.76M - $7.35M
|
1.58M
$113M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
76.6K+ 92.3% |
$5.53M - $6.02M
|
160K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
74.9K+ 636.28% |
$5.41M - $5.89M
|
86.7K
$6.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
54.8KNew |
$3.96M - $4.31M
|
54.8K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
54.3KNew |
$3.92M - $4.27M
|
54.3K
$3.87M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
52.2K+ 53.54% |
$3.77M - $4.1M
|
150K
$10.7M
|
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
40.3K+ 78.04% |
$2.91M - $3.17M
|
92K
$6.56M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
39.4K+ 101.7% |
$2.84M - $3.09M
|
78.1K
$5.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
37.4K+ 100.78% |
$2.7M - $2.94M
|
74.6K
$5.32M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
32.7K+ 98.06% |
$2.36M - $2.57M
|
66.1K
$4.71M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
30.7K+ 51.91% |
$2.22M - $2.42M
|
89.9K
$6.41M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.4K+ 4.57% |
$2.12M - $2.31M
|
673K
$48M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
29.4KNew |
$2.12M - $2.31M
|
29.4K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.4K+ 4.05% |
$1.91M - $2.08M
|
678K
$48.3M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23K+ 6.05% |
$1.66M - $1.81M
|
403K
$28.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
22.7K+ 66.55% |
$1.64M - $1.78M
|
56.7K
$4.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
BUY
|
- |
21K+ 19.87% |
$1.52M - $1.65M
|
127K
$9.05M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.1K+ 97.05% |
$1.31M - $1.42M
|
36.7K
$2.62M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
17.7K+ 90.15% |
$1.28M - $1.39M
|
37.2K
$2.65M
|
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
15.8K+ 118.1% |
$1.14M - $1.24M
|
29.1K
$2.07M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
14.6KNew |
$1.06M - $1.15M
|
14.6K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
13.2KNew |
$956K - $1.04M
|
13.2K
$943K
|
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
BUY
|
- |
12.4KNew |
$892K - $971K
|
12.4K
$880K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
11.8K+ 4.28% |
$852K - $927K
|
287K
$20.5M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
11.7K+ 36.99% |
$847K - $922K
|
43.4K
$3.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.5K+ 3.52% |
$831K - $904K
|
338K
$24.1M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10.8KNew |
$783K - $852K
|
10.8K
$772K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$780K - $849K
|
10.8K
$770K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
10.7KNew |
$771K - $839K
|
10.7K
$761K
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
9.98KNew |
$721K - $784K
|
9.98K
$711K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.54K+ 26.45% |
$689K - $750K
|
45.6K
$3.25M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
9.07KNew |
$655K - $713K
|
9.07K
$647K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.96K+ 7.53% |
$647K - $704K
|
128K
$9.12M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.52K+ 7.09% |
$615K - $670K
|
129K
$9.17M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.19KNew |
$519K - $565K
|
7.19K
$512K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.07KNew |
$511K - $556K
|
7.07K
$504K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
6.95K+ 20.97% |
$502K - $547K
|
40.1K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.77K+ 5.49% |
$489K - $532K
|
130K
$9.28M
|