Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
956K+ 7897.5% |
$60.3M - $72.1M
|
968K
$69M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
698KNew |
$44M - $52.7M
|
698K
$49.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
547K+ 5.49% |
$34.5M - $41.3M
|
10.5M
$749M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
406K+ 97.8% |
$25.6M - $30.6M
|
820K
$58.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
363K+ 38.34% |
$22.9M - $27.4M
|
1.31M
$93.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
269KNew |
$17M - $20.3M
|
269K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
268KNew |
$16.9M - $20.2M
|
268K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
192KNew |
$12.1M - $14.5M
|
192K
$13.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
189K+ 3392.83% |
$11.9M - $14.3M
|
195K
$13.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
155K+ 34.02% |
$9.8M - $11.7M
|
612K
$43.6M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
104KNew |
$6.56M - $7.85M
|
104K
$7.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
100K+ 144.65% |
$6.33M - $7.58M
|
170K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
98.6K+ 8.16% |
$6.22M - $7.44M
|
1.31M
$93.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
94.2K+ 4.88% |
$5.95M - $7.11M
|
2.02M
$144M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
90.5KNew |
$5.71M - $6.83M
|
90.5K
$6.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
89.9KNew |
$5.67M - $6.78M
|
89.9K
$6.4M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
81.3K+ 127.46% |
$5.13M - $6.14M
|
145K
$10.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
72.6KNew |
$4.58M - $5.48M
|
72.6K
$5.17M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
60.7KNew |
$3.83M - $4.58M
|
60.7K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.6K+ 2.31% |
$3.82M - $4.57M
|
2.69M
$191M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
58.4K+ 5689.67% |
$3.68M - $4.41M
|
59.4K
$4.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
55.5K+ 24.24% |
$3.5M - $4.19M
|
284K
$20.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54.6K+ 185.16% |
$3.44M - $4.12M
|
84K
$5.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54K+ 247.49% |
$3.41M - $4.07M
|
75.8K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
52.7K+ 50.34% |
$3.32M - $3.98M
|
157K
$11.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
52.1KNew |
$3.28M - $3.93M
|
52.1K
$3.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
45.9K+ 2.18% |
$2.89M - $3.46M
|
2.15M
$153M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
45.5K+ 29.24% |
$2.87M - $3.43M
|
201K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
44.4KNew |
$2.8M - $3.35M
|
44.4K
$3.16M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.2K+ 3.34% |
$2.66M - $3.19M
|
1.31M
$93.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
38.7K+ 34.65% |
$2.44M - $2.92M
|
150K
$10.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
38.2KNew |
$2.41M - $2.89M
|
38.2K
$2.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
37.8KNew |
$2.38M - $2.85M
|
37.8K
$2.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
37K+ 134.05% |
$2.33M - $2.79M
|
64.5K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
32.9KNew |
$2.07M - $2.48M
|
32.9K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.2K+ 56.57% |
$2.03M - $2.43M
|
89K
$6.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
30.2K+ 294.72% |
$1.9M - $2.28M
|
40.4K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27K+ 10.18% |
$1.7M - $2.04M
|
292K
$20.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
26.6K+ 85.68% |
$1.68M - $2.01M
|
57.7K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
26K+ 302.78% |
$1.64M - $1.96M
|
34.6K
$2.47M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.3KNew |
$1.53M - $1.83M
|
24.3K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.7K+ 28.09% |
$1.5M - $1.79M
|
108K
$7.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
22.2K+ 11.78% |
$1.4M - $1.68M
|
211K
$15M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21.6KNew |
$1.36M - $1.63M
|
21.6K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.5K+ 16.02% |
$1.36M - $1.62M
|
156K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
21KNew |
$1.33M - $1.59M
|
21K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20K+ 14.24% |
$1.26M - $1.51M
|
161K
$11.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
19.7K+ 36.32% |
$1.24M - $1.49M
|
73.9K
$5.27M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
19.6KNew |
$1.24M - $1.48M
|
19.6K
$1.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
18.5KNew |
$1.17M - $1.39M
|
18.5K
$1.32M
|