Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 20058.49% |
$750K - $791K
|
10.7K
$761K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10.6K+ 309.11% |
$745K - $785K
|
14K
$995K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.5KNew |
$738K - $778K
|
10.5K
$745K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.4KNew |
$731K - $771K
|
10.4K
$739K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9.77KNew |
$689K - $727K
|
9.77K
$696K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
9.75KNew |
$688K - $725K
|
9.75K
$694K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
9.71K+ 108.06% |
$685K - $722K
|
18.7K
$1.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
9.46K+ 10.52% |
$667K - $704K
|
99.3K
$7.08M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.37KNew |
$661K - $697K
|
9.37K
$668K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
9.34K+ 13.16% |
$659K - $695K
|
80.3K
$5.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9.33K+ 10.85% |
$658K - $694K
|
95.3K
$6.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.79KNew |
$620K - $654K
|
8.79K
$626K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8.78K+ 9.25% |
$619K - $653K
|
104K
$7.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.66K+ 50.44% |
$611K - $644K
|
25.8K
$1.84M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.51K+ 89.6% |
$600K - $633K
|
18K
$1.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.34KNew |
$589K - $621K
|
8.34K
$594K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.16K+ 23.43% |
$576K - $607K
|
43K
$3.06M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.99K+ 105.06% |
$564K - $594K
|
15.6K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
7.71K+ 11.02% |
$544K - $574K
|
77.7K
$5.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
7.28K+ 17.09% |
$514K - $542K
|
49.9K
$3.56M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.02K+ 36.2% |
$495K - $522K
|
26.4K
$1.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.95K+ 5.04% |
$490K - $517K
|
145K
$10.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
6.92K+ 8.68% |
$488K - $515K
|
86.7K
$6.18M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
6.57K+ 156.76% |
$464K - $489K
|
10.8K
$767K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.54K+ 11.6% |
$462K - $487K
|
62.9K
$4.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.31KNew |
$445K - $469K
|
6.31K
$449K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
6.25KNew |
$441K - $465K
|
6.25K
$446K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.12K+ 12.94% |
$432K - $456K
|
53.4K
$3.81M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.76KNew |
$406K - $429K
|
5.76K
$411K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.57K+ 7.68% |
$393K - $415K
|
78.2K
$5.57M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
5.57K+ 23.01% |
$393K - $414K
|
29.8K
$2.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
5.54KNew |
$391K - $412K
|
5.54K
$395K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
5.25K+ 17.53% |
$371K - $391K
|
35.2K
$2.51M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.19K+ 92.8% |
$366K - $386K
|
10.8K
$769K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.13K+ 6.98% |
$362K - $382K
|
78.6K
$5.6M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.99KNew |
$352K - $371K
|
4.99K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.94K+ 7.1% |
$348K - $367K
|
74.4K
$5.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.92K+ 78.04% |
$347K - $366K
|
11.2K
$799K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.87KNew |
$344K - $362K
|
4.87K
$347K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.86K+ 21.82% |
$343K - $361K
|
27.1K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.85K+ 17.56% |
$342K - $361K
|
32.5K
$2.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.85K+ 8.42% |
$342K - $361K
|
62.5K
$4.45M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.69K+ 21.71% |
$331K - $349K
|
26.3K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.55K+ 82.74% |
$321K - $339K
|
10.1K
$717K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.41K+ 18.14% |
$311K - $328K
|
28.7K
$2.05M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.91KNew |
$276K - $291K
|
3.91K
$279K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 41.95% |
$272K - $287K
|
13K
$929K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.84K+ 12.48% |
$271K - $286K
|
34.6K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.62KNew |
$255K - $269K
|
3.62K
$258K
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
3.33K+ 8.72% |
$235K - $248K
|
41.6K
$2.96M
|