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 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.91K+ 6.18% |
$246K - $295K
|
67.1K
$4.78M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.89K+ 25.38% |
$245K - $293K
|
19.2K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.85K+ 25.31% |
$243K - $290K
|
19K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.84KNew |
$242K - $290K
|
3.84K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.8K+ 2.83% |
$240K - $287K
|
138K
$9.83M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.55K+ 22.64% |
$224K - $268K
|
19.2K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.41KNew |
$215K - $258K
|
3.41K
$243K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
3.18KNew |
$201K - $240K
|
3.18K
$227K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.05KNew |
$193K - $230K
|
3.05K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.04KNew |
$192K - $230K
|
3.04K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.93KNew |
$185K - $221K
|
2.93K
$209K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.82KNew |
$178K - $213K
|
2.82K
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.75KNew |
$174K - $208K
|
2.75K
$196K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.73K+ 56.13% |
$173K - $206K
|
7.61K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.7KNew |
$170K - $203K
|
2.7K
$192K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.56K+ 64.58% |
$162K - $193K
|
6.53K
$465K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.48K+ 8.74% |
$156K - $187K
|
30.8K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.39K+ 38.81% |
$150K - $180K
|
8.53K
$608K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 33.54% |
$146K - $174K
|
9.19K
$655K
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
2.3K+ 3.4% |
$145K - $174K
|
70K
$4.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.26K+ 3.36% |
$143K - $171K
|
69.5K
$4.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.24K+ 19.52% |
$142K - $169K
|
13.7K
$978K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
2.22K+ 0.7% |
$140K - $167K
|
320K
$22.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.18K+ 21.95% |
$137K - $164K
|
12.1K
$861K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.1K+ 0.24% |
$133K - $159K
|
885K
$63M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
2.08K+ 30.17% |
$131K - $157K
|
8.98K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.96K+ 8.08% |
$124K - $148K
|
26.2K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.9KNew |
$120K - $144K
|
1.9K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.86K+ 15.76% |
$117K - $140K
|
13.7K
$973K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.85KNew |
$117K - $140K
|
1.85K
$132K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.73KNew |
$109K - $130K
|
1.73K
$123K
|
|
|
Jan 18, 2024
Q4 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 2.18% |
$107K - $128K
|
79.8K
$5.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.66K+ 7.41% |
$105K - $125K
|
24K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.56KNew |
$98.6K - $118K
|
1.56K
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.46K+ 5.08% |
$92.1K - $110K
|
30.2K
$2.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.4K+ 29.26% |
$88.2K - $105K
|
6.17K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.36KNew |
$85.9K - $103K
|
1.36K
$97.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.1K+ 4.13% |
$69.2K - $82.7K
|
27.6K
$1.97M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
720+ 0.76% |
$45.4K - $54.3K
|
95.9K
$6.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
674New |
$42.5K - $50.9K
|
674
$48K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
657+ 0.94% |
$41.5K - $49.6K
|
70.8K
$5.04M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
625+ 1.65% |
$39.4K - $47.2K
|
38.6K
$2.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
625+ 156.64% |
$39.4K - $47.2K
|
1.02K
$73K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
621+ 11.24% |
$39.2K - $46.9K
|
6.15K
$438K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
600New |
$37.9K - $45.3K
|
600
$42.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
494+ 2.27% |
$31.2K - $37.3K
|
22.3K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
490+ 9.53% |
$30.9K - $37K
|
5.63K
$401K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
485New |
$30.6K - $36.6K
|
485
$34.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
484+ 162.42% |
$30.5K - $36.5K
|
782
$55.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
469+ 1876.0% |
$29.6K - $35.4K
|
494
$35.2K
|