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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
467+ 0.74% |
$29.5K - $35.2K
|
63.3K
$4.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
457+ 0.82% |
$28.8K - $34.5K
|
56.4K
$4.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
440New |
$27.8K - $33.2K
|
440
$31.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
431+ 7.34% |
$27.2K - $32.5K
|
6.3K
$449K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
416New |
$26.2K - $31.4K
|
416
$29.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
402+ 1.1% |
$25.4K - $30.3K
|
36.9K
$2.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
399New |
$25.2K - $30.1K
|
399
$28.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
398+ 276.39% |
$25.1K - $30K
|
542
$38.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
396+ 20.83% |
$25K - $29.9K
|
2.3K
$164K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
370New |
$23.3K - $27.9K
|
370
$26.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
353+ 751.06% |
$22.3K - $26.6K
|
400
$28.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
341+ 16.93% |
$21.5K - $25.7K
|
2.36K
$168K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
332New |
$20.9K - $25.1K
|
332
$23.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
283+ 1.03% |
$17.9K - $21.4K
|
27.7K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
267+ 2.38% |
$16.8K - $20.2K
|
11.5K
$819K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
239New |
$15.1K - $18K
|
239
$17K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
237New |
$15K - $17.9K
|
237
$16.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
235+ 2.34% |
$14.8K - $17.7K
|
10.3K
$733K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
234New |
$14.8K - $17.7K
|
234
$16.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
218New |
$13.8K - $16.5K
|
218
$15.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
214+ 3.91% |
$13.5K - $16.2K
|
5.68K
$405K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
205+ 0.28% |
$12.9K - $15.5K
|
73.5K
$5.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
205+ 4.09% |
$12.9K - $15.5K
|
5.22K
$372K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
185+ 8.11% |
$11.7K - $14K
|
2.47K
$176K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
171New |
$10.8K - $12.9K
|
171
$12.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
152New |
$9.59K - $11.5K
|
152
$10.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
141+ 0.79% |
$8.9K - $10.6K
|
18K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
138+ 6.65% |
$8.71K - $10.4K
|
2.21K
$158K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
129+ 3.76% |
$8.14K - $9.74K
|
3.56K
$254K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
117+ 14.53% |
$7.38K - $8.83K
|
922
$65.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
111New |
$7K - $8.38K
|
111
$7.91K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
105New |
$6.63K - $7.93K
|
105
$7.48K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
86New |
$5.43K - $6.49K
|
86
$6.13K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
82New |
$5.17K - $6.19K
|
82
$5.84K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
79New |
$4.98K - $5.96K
|
79
$5.63K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
74+ 1480.0% |
$4.67K - $5.59K
|
79
$5.63K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
69+ 0.91% |
$4.35K - $5.21K
|
7.64K
$544K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
56New |
$3.53K - $4.23K
|
56
$3.99K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
50+ 37.88% |
$3.16K - $3.77K
|
182
$13K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
47New |
$2.97K - $3.55K
|
47
$3.35K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
44New |
$2.78K - $3.32K
|
44
$3.14K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
43New |
$2.71K - $3.25K
|
43
$3.06K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
41New |
$2.59K - $3.09K
|
41
$2.92K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
29+ 0.43% |
$1.83K - $2.19K
|
6.79K
$484K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25+ 28.09% |
$1.58K - $1.89K
|
114
$8.12K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
23New |
$1.45K - $1.74K
|
23
$1.64K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
21+ 0.54% |
$1.33K - $1.59K
|
3.94K
$281K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16+ 0.27% |
$1.01K - $1.21K
|
5.89K
$420K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
16+ 20.25% |
$1.01K - $1.21K
|
95
$6.77K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
15+ 1.09% |
$947 - $1.13K
|
1.39K
$99.1K
|