Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
635New |
$42.4K - $49.6K
|
635
$45.3K
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
635+ 1.62% |
$42.4K - $49.6K
|
39.8K
$2.83M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
498New |
$33.3K - $38.9K
|
498
$35.5K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
479+ 15.11% |
$32K - $37.4K
|
3.65K
$260K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
450+ 0.92% |
$30.1K - $35.1K
|
49.3K
$3.51M
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
411New |
$27.5K - $32.1K
|
411
$29.3K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
407New |
$27.2K - $31.8K
|
407
$29K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
367New |
$24.5K - $28.6K
|
367
$26.2K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
356+ 9.44% |
$23.8K - $27.8K
|
4.13K
$294K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
325+ 1.17% |
$21.7K - $25.4K
|
28.1K
$2M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
320New |
$21.4K - $25K
|
320
$22.8K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
313New |
$20.9K - $24.4K
|
313
$22.3K
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
298+ 4.51% |
$19.9K - $23.3K
|
6.91K
$493K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
285+ 2.07% |
$19.1K - $22.2K
|
14.1K
$1M
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
285New |
$19.1K - $22.2K
|
285
$20.3K
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
278+ 5.0% |
$18.6K - $21.7K
|
5.84K
$416K
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
250+ 76.69% |
$16.7K - $19.5K
|
576
$41K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
248+ 8.0% |
$16.6K - $19.4K
|
3.35K
$239K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
248+ 8.0% |
$16.6K - $19.4K
|
3.35K
$239K
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
246+ 1.64% |
$16.4K - $19.2K
|
15.2K
$1.08M
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
221New |
$14.8K - $17.3K
|
221
$15.7K
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
200+ 2.24% |
$13.4K - $15.6K
|
9.13K
$650K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
187+ 185.15% |
$12.5K - $14.6K
|
288
$20.5K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
173+ 1922.22% |
$11.6K - $13.5K
|
182
$13K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
154+ 0.46% |
$10.3K - $12K
|
33.4K
$2.38M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
150New |
$10K - $11.7K
|
150
$10.7K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
111+ 1.54% |
$7.42K - $8.66K
|
7.31K
$521K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
91+ 4.1% |
$6.08K - $7.1K
|
2.31K
$165K
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
61+ 0.78% |
$4.08K - $4.76K
|
7.89K
$562K
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
61+ 0.78% |
$4.08K - $4.76K
|
7.89K
$562K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
52+ 108.33% |
$3.48K - $4.06K
|
100
$7.13K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
46New |
$3.08K - $3.59K
|
46
$3.28K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
36New |
$2.41K - $2.81K
|
36
$2.57K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
35New |
$2.34K - $2.73K
|
35
$2.49K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
35New |
$2.34K - $2.73K
|
35
$2.49K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
33+ 30.0% |
$2.21K - $2.58K
|
143
$10.2K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31+ 1.92% |
$2.07K - $2.42K
|
1.65K
$117K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20New |
$1.34K - $1.56K
|
20
$1.43K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.44% |
$1.14K - $1.33K
|
3.91K
$278K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
12New |
$802 - $937
|
12
$855
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
10+ 0.92% |
$669 - $781
|
1.1K
$78.4K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
8New |
$535 - $624
|
8
$570
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4New |
$267 - $312
|
4
$285
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 1.36% |
$201 - $234
|
224
$16K
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2New |
$134 - $156
|
2
$143
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 50.0% |
$66.9 - $78.1
|
3
$214
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.72% |
$66.9 - $78.1
|
139
$9.91K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-2- 0.06% |
$134 - $156
|
3.5K
$249K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6- 1.18% |
$401 - $468
|
502
$35.8K
|