Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
227+ 13.93% |
$15.4K - $16.4K
|
1.86K
$132K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
208+ 20.59% |
$14.1K - $15K
|
1.22K
$86.8K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
177+ 7.43% |
$12K - $12.8K
|
2.56K
$182K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
165+ 0.07% |
$11.2K - $11.9K
|
227K
$16.2M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
154+ 38.99% |
$10.4K - $11.1K
|
549
$39.1K
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
151+ 0.58% |
$10.2K - $10.9K
|
26K
$1.85M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
129+ 12900.0% |
$8.75K - $9.3K
|
130
$9.26K
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
125New |
$8.48K - $9.01K
|
125
$8.91K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
120+ 1.73% |
$8.14K - $8.65K
|
7.04K
$502K
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
120+ 0.37% |
$8.14K - $8.65K
|
32.6K
$2.32M
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
117+ 54.67% |
$7.94K - $8.43K
|
331
$23.6K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
111+ 10.07% |
$7.53K - $8K
|
1.21K
$86.4K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
110+ 366.67% |
$7.46K - $7.93K
|
140
$9.98K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
105New |
$7.12K - $7.57K
|
105
$7.48K
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
96+ 48.0% |
$6.51K - $6.92K
|
296
$21.1K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
92+ 2.54% |
$6.24K - $6.63K
|
3.71K
$264K
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
91+ 0.7% |
$6.17K - $6.56K
|
13K
$927K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
84+ 5.16% |
$5.7K - $6.05K
|
1.71K
$122K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
79+ 1.48% |
$5.36K - $5.69K
|
5.4K
$385K
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
72+ 1.56% |
$4.89K - $5.19K
|
4.68K
$333K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
69+ 0.97% |
$4.68K - $4.97K
|
7.16K
$510K
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
64+ 1.6% |
$4.34K - $4.61K
|
4.08K
$290K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
62New |
$4.21K - $4.47K
|
62
$4.42K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
60+ 3.07% |
$4.07K - $4.32K
|
2.02K
$144K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
59New |
$4K - $4.25K
|
59
$4.2K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
56New |
$3.8K - $4.04K
|
56
$3.99K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
56New |
$3.8K - $4.04K
|
56
$3.99K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
55+ 1.93% |
$3.73K - $3.96K
|
2.9K
$207K
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
51+ 1.03% |
$3.46K - $3.68K
|
5K
$356K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48+ 1.33% |
$3.26K - $3.46K
|
3.67K
$261K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47+ 0.97% |
$3.19K - $3.39K
|
4.92K
$350K
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
39+ 1.18% |
$2.65K - $2.81K
|
3.33K
$238K
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.24% |
$2.51K - $2.67K
|
3.02K
$215K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
35+ 2.57% |
$2.37K - $2.52K
|
1.4K
$99.6K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14New |
$950 - $1.01K
|
14
$998
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
14+ 5.91% |
$950 - $1.01K
|
251
$17.9K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 0.18% |
$882 - $937
|
7.15K
$509K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
11New |
$746 - $793
|
11
$784
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
10+ 0.04% |
$679 - $721
|
22.4K
$1.59M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10+ 1.02% |
$679 - $721
|
987
$70.3K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9+ 81.82% |
$611 - $649
|
20
$1.43K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
7New |
$475 - $504
|
7
$499
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
6+ 0.18% |
$407 - $432
|
3.43K
$244K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.71% |
$204 - $216
|
427
$30.4K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3+ 2.48% |
$204 - $216
|
124
$8.84K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 1.3% |
$136 - $144
|
156
$11.1K
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.87% |
$67.9 - $72.1
|
116
$8.27K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.32% |
$67.9 - $72.1
|
318
$22.7K
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 0.06% |
$67.9 - $72.1
|
1.7K
$121K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5- 0.23% |
$339 - $360
|
2.18K
$155K
|