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 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
18.5KNew |
$1.17M - $1.39M
|
18.5K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
17K+ 2.65% |
$1.07M - $1.28M
|
659K
$47M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.9K+ 19.13% |
$1.06M - $1.27M
|
105K
$7.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
14.4KNew |
$910K - $1.09M
|
14.4K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.8K+ 9.54% |
$872K - $1.04M
|
159K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.7KNew |
$867K - $1.04M
|
13.7K
$979K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
13.3K+ 45.53% |
$841K - $1.01M
|
42.6K
$3.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.9K+ 3.58% |
$817K - $977K
|
374K
$26.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.6K+ 6.37% |
$795K - $950K
|
210K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
12.4KNew |
$781K - $935K
|
12.4K
$883K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.1K+ 53.13% |
$763K - $912K
|
34.8K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
12.1KNew |
$762K - $911K
|
12.1K
$860K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.5K+ 316.43% |
$727K - $869K
|
15.2K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.4K+ 32.06% |
$721K - $863K
|
47.1K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.2K+ 60.85% |
$707K - $846K
|
29.6K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
11.1KNew |
$702K - $840K
|
11.1K
$793K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.5K+ 1.05% |
$662K - $792K
|
1M
$71.6M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.4K+ 21.8% |
$657K - $786K
|
58.2K
$4.15M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9.92KNew |
$626K - $748K
|
9.92K
$707K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.89KNew |
$624K - $747K
|
9.89K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
9.3K+ 118.47% |
$587K - $702K
|
17.2K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
9.2KNew |
$581K - $694K
|
9.2K
$656K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.05K+ 18.12% |
$571K - $683K
|
59K
$4.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.52KNew |
$538K - $643K
|
8.52K
$607K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.31K+ 12.68% |
$524K - $627K
|
73.8K
$5.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
8.27KNew |
$522K - $625K
|
8.27K
$590K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
8.16K+ 20.71% |
$515K - $616K
|
47.6K
$3.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.06KNew |
$509K - $609K
|
8.06K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
7.72K+ 59.25% |
$487K - $583K
|
20.8K
$1.48M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.4KNew |
$467K - $559K
|
7.4K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
7K+ 30.47% |
$442K - $528K
|
30K
$2.14M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
6.82K+ 17.31% |
$430K - $515K
|
46.2K
$3.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
6.79K+ 2.72% |
$428K - $512K
|
257K
$18.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.57K+ 37.29% |
$415K - $496K
|
24.2K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.53K+ 5.11% |
$412K - $493K
|
134K
$9.58M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
6.38KNew |
$402K - $481K
|
6.38K
$454K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.97KNew |
$377K - $451K
|
5.97K
$425K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
5.81K+ 11.21% |
$367K - $439K
|
57.6K
$4.11M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
5.74K+ 16.28% |
$362K - $433K
|
41K
$2.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.6KNew |
$353K - $422K
|
5.6K
$399K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.52KNew |
$348K - $416K
|
5.52K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.34KNew |
$337K - $403K
|
5.34K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.02KNew |
$317K - $379K
|
5.02K
$358K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
4.86K+ 5.4% |
$307K - $367K
|
94.9K
$6.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.85K+ 742.88% |
$306K - $366K
|
5.5K
$392K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.71KNew |
$297K - $355K
|
4.71K
$335K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
4.34KNew |
$274K - $327K
|
4.34K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
4.19KNew |
$265K - $316K
|
4.19K
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.18KNew |
$264K - $315K
|
4.18K
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.1K+ 4.89% |
$259K - $310K
|
88K
$6.27M
|