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 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
504+ 102.02% |
$35.6K - $37.5K
|
998
$71.1K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
482+ 16.12% |
$34K - $35.9K
|
3.47K
$247K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
463New |
$32.7K - $34.4K
|
463
$33K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
425+ 4.99% |
$30K - $31.6K
|
8.94K
$637K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
424New |
$29.9K - $31.5K
|
424
$30.2K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
407+ 39.67% |
$28.7K - $30.3K
|
1.43K
$102K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
356+ 7.17% |
$25.1K - $26.5K
|
5.32K
$379K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
346+ 1.8% |
$24.4K - $25.7K
|
19.6K
$1.39M
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
341+ 3.96% |
$24.1K - $25.4K
|
8.94K
$637K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
332+ 2.43% |
$23.4K - $24.7K
|
14K
$996K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
324New |
$22.9K - $24.1K
|
324
$23.1K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
258+ 77.71% |
$18.2K - $19.2K
|
590
$42K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
256+ 6.5% |
$18.1K - $19K
|
4.19K
$299K
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
239+ 17.19% |
$16.9K - $17.8K
|
1.63K
$116K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
224+ 22.47% |
$15.8K - $16.7K
|
1.22K
$87K
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
215+ 5.91% |
$15.2K - $16K
|
3.85K
$275K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
212New |
$15K - $15.8K
|
212
$15.1K
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
200New |
$14.1K - $14.9K
|
200
$14.3K
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
186+ 2.62% |
$13.1K - $13.8K
|
7.27K
$518K
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
167New |
$11.8K - $12.4K
|
167
$11.9K
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
164+ 5.82% |
$11.6K - $12.2K
|
2.98K
$212K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
164+ 11.2% |
$11.6K - $12.2K
|
1.63K
$116K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
162+ 1.69% |
$11.4K - $12.1K
|
9.73K
$693K
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
160+ 1.32% |
$11.3K - $11.9K
|
12.3K
$878K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
154New |
$10.9K - $11.5K
|
154
$11K
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
149+ 4.55% |
$10.5K - $11.1K
|
3.42K
$244K
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
131+ 1.93% |
$9.24K - $9.75K
|
6.92K
$493K
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
130+ 4.09% |
$9.17K - $9.67K
|
3.31K
$236K
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
127+ 0.65% |
$8.96K - $9.45K
|
19.8K
$1.41M
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
125+ 1.6% |
$8.82K - $9.3K
|
7.93K
$565K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
119+ 0.97% |
$8.4K - $8.85K
|
12.3K
$879K
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
117+ 1.14% |
$8.25K - $8.7K
|
10.4K
$741K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
101New |
$7.13K - $7.51K
|
101
$7.2K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
99+ 3.6% |
$6.98K - $7.37K
|
2.85K
$203K
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
93+ 0.33% |
$6.56K - $6.92K
|
28.7K
$2.04M
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
92+ 1.89% |
$6.49K - $6.84K
|
4.95K
$353K
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
90+ 27.61% |
$6.35K - $6.7K
|
416
$29.6K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
83+ 26.6% |
$5.86K - $6.18K
|
395
$28.1K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
75+ 131.58% |
$5.29K - $5.58K
|
132
$9.41K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
70+ 0.82% |
$4.94K - $5.21K
|
8.6K
$613K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
55+ 5.97% |
$3.88K - $4.09K
|
977
$69.6K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
54+ 1.21% |
$3.81K - $4.02K
|
4.51K
$321K
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
52New |
$3.67K - $3.87K
|
52
$3.71K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
51+ 1.3% |
$3.6K - $3.79K
|
3.98K
$284K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
36+ 0.61% |
$2.54K - $2.68K
|
5.93K
$422K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
36+ 6.05% |
$2.54K - $2.68K
|
631
$45K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
32+ 17.58% |
$2.26K - $2.38K
|
214
$15.2K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
27New |
$1.9K - $2.01K
|
27
$1.92K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
26New |
$1.83K - $1.93K
|
26
$1.85K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
25+ 0.58% |
$1.76K - $1.86K
|
4.36K
$311K
|