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 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-330- 2.94% |
$23.8K - $25.9K
|
10.9K
$776K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-334- 2.54% |
$24.1K - $26.3K
|
12.8K
$915K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-391- 29.71% |
$28.2K - $30.7K
|
925
$65.9K
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-410- 0.61% |
$29.6K - $32.2K
|
66.3K
$4.73M
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-411Closed |
$29.7K - $32.3K
|
0
$0
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-537- 10.37% |
$38.8K - $42.2K
|
4.64K
$331K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-564- 10.35% |
$40.7K - $44.3K
|
4.89K
$348K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-650- 16.64% |
$46.9K - $51.1K
|
3.26K
$232K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-653- 6.22% |
$47.2K - $51.3K
|
9.84K
$701K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-702- 99.29% |
$50.7K - $55.2K
|
5
$356
|
|
May 11, 2023
Q1 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-800- 0.27% |
$57.8K - $62.9K
|
297K
$21.2M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-826- 50.15% |
$59.7K - $64.9K
|
821
$58.5K
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-865- 3.22% |
$62.5K - $68K
|
26K
$1.85M
|
|
Apr 20, 2023
Q1 2023
|
Signify Wealth
|
SELL
|
- |
-875- 1.33% |
$63.2K - $68.8K
|
65.1K
$4.64M
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-885- 4.67% |
$63.9K - $69.6K
|
18.1K
$1.29M
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.03K- 22.27% |
$74.3K - $80.8K
|
3.59K
$256K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.1K- 13.29% |
$79.2K - $86.2K
|
7.15K
$510K
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1.11K- 35.05% |
$80.2K - $87.3K
|
2.06K
$147K
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.3K- 18.78% |
$93.8K - $102K
|
5.61K
$400K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.35K- 1.93% |
$97.7K - $106K
|
68.6K
$4.89M
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.36K- 4.74% |
$97.9K - $107K
|
27.3K
$1.94M
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.53K- 1.25% |
$110K - $120K
|
121K
$8.6M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.76K- 7.74% |
$127K - $138K
|
21K
$1.49M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.76K- 5.32% |
$127K - $138K
|
31.4K
$2.23M
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
SELL
|
- |
-1.86K- 12.2% |
$134K - $146K
|
13.4K
$952K
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.95K- 15.68% |
$141K - $153K
|
10.5K
$747K
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-2.22K- 5.77% |
$161K - $175K
|
36.3K
$2.59M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.23K- 20.68% |
$161K - $175K
|
8.56K
$610K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.37K- 26.01% |
$171K - $187K
|
6.75K
$481K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.56K- 3.64% |
$185K - $201K
|
67.7K
$4.82M
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-2.97K- 18.15% |
$214K - $233K
|
13.4K
$953K
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.99K- 9.99% |
$216K - $235K
|
26.9K
$1.92M
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.36K- 1.01% |
$242K - $264K
|
328K
$23.3M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.43K- 1.75% |
$248K - $270K
|
193K
$13.7M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.47K- 7.16% |
$250K - $273K
|
44.9K
$3.2M
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.67K- 3.89% |
$265K - $288K
|
90.5K
$6.45M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.67K- 92.12% |
$338K - $367K
|
400
$28.5K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.74K- 4.22% |
$414K - $451K
|
130K
$9.28M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.19K- 0.69% |
$447K - $487K
|
897K
$63.9M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.19K- 0.69% |
$447K - $487K
|
897K
$63.9M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.3K- 92.2% |
$815K - $887K
|
955
$68.1K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.6K- 4.83% |
$837K - $911K
|
228K
$16.3M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.3K- 1.46% |
$1.32M - $1.44M
|
1.23M
$87.9M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-22.1K- 1.27% |
$1.6M - $1.74M
|
1.72M
$122M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-23.1K- 11.55% |
$1.67M - $1.81M
|
177K
$12.6M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.2K- 11.96% |
$2.62M - $2.85M
|
267K
$19M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-59.2K- 82.71% |
$4.28M - $4.66M
|
12.4K
$882K
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-72.2K- 5.39% |
$5.21M - $5.68M
|
1.27M
$90.2M
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-82.6K- 63.09% |
$5.97M - $6.5M
|
48.3K
$3.44M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-96.6K- 26.59% |
$6.98M - $7.59M
|
267K
$19M
|