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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.7K+ 118.75% |
$484K - $527K
|
12.3K
$879K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.43K+ 6.61% |
$464K - $505K
|
104K
$7.39M
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
5.67KNew |
$409K - $446K
|
5.67K
$404K
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.47K+ 21.31% |
$395K - $430K
|
31.1K
$2.22M
|
|
|
May 02, 2023
Q1 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
5.13K+ 12.22% |
$371K - $403K
|
47.1K
$3.36M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.69KNew |
$339K - $369K
|
4.69K
$334K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.67K+ 4.82% |
$337K - $367K
|
102K
$7.24M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.64K+ 67.92% |
$335K - $365K
|
11.5K
$818K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.6K+ 8.25% |
$333K - $362K
|
60.4K
$4.3M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.48K+ 219.41% |
$323K - $352K
|
6.52K
$464K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.46K+ 3.68% |
$322K - $350K
|
125K
$8.94M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.26K+ 14.48% |
$308K - $335K
|
33.7K
$2.4M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.67KNew |
$265K - $288K
|
3.67K
$261K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.6K+ 7.43% |
$260K - $283K
|
52K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.5K+ 111.81% |
$253K - $275K
|
6.64K
$473K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.37K+ 18.6% |
$244K - $265K
|
21.5K
$1.53M
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.37K+ 4.19% |
$243K - $265K
|
83.7K
$5.96M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.25K+ 2.38% |
$235K - $256K
|
140K
$9.96M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.06KNew |
$221K - $241K
|
3.06K
$218K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.04K+ 4.11% |
$220K - $239K
|
77K
$5.49M
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
3.03KNew |
$219K - $238K
|
3.03K
$216K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.01KNew |
$217K - $237K
|
3.01K
$214K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
2.83KNew |
$205K - $223K
|
2.83K
$202K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.83KNew |
$205K - $223K
|
2.83K
$202K
|
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.82K+ 8.2% |
$204K - $222K
|
37.2K
$2.65M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.78K+ 11.02% |
$201K - $218K
|
28K
$1.99M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.49K+ 181.46% |
$180K - $195K
|
3.86K
$275K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.47K+ 48.57% |
$178K - $194K
|
7.55K
$538K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.44K+ 40.62% |
$176K - $192K
|
8.45K
$602K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.33KNew |
$169K - $183K
|
2.33K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.21K+ 54.89% |
$159K - $173K
|
6.23K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.18K+ 41.84% |
$158K - $172K
|
7.4K
$528K
|
|
|
Apr 14, 2023
Q1 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 2.85% |
$147K - $160K
|
73.3K
$5.23M
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.93K+ 13.53% |
$140K - $152K
|
16.2K
$1.16M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.9K+ 10.58% |
$137K - $149K
|
19.9K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.7K+ 0.65% |
$123K - $134K
|
265K
$18.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.7K+ 166.67% |
$123K - $134K
|
2.72K
$194K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.66K+ 11.0% |
$120K - $131K
|
16.8K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
1.58K+ 18.13% |
$114K - $124K
|
10.3K
$734K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.56K+ 3.16% |
$113K - $123K
|
50.9K
$3.63M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.56K+ 3.16% |
$113K - $123K
|
50.9K
$3.63M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.48K+ 21.33% |
$107K - $117K
|
8.43K
$601K
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
1.44K+ 2.64% |
$104K - $113K
|
55.9K
$3.98M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.31K+ 3.53% |
$94.9K - $103K
|
38.5K
$2.74M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.26K+ 12.09% |
$91.1K - $99.1K
|
11.7K
$833K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.15K+ 66.78% |
$82.9K - $90.2K
|
2.87K
$204K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.11K+ 5.73% |
$80K - $87.1K
|
20.5K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.09K+ 8.93% |
$78.4K - $85.3K
|
13.2K
$944K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.08K+ 1689.06% |
$78.1K - $85K
|
1.15K
$81.6K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 2841.67% |
$73.9K - $80.4K
|
1.06K
$75.5K
|