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 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
14New |
$883 - $1.06K
|
14
$998
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
10New |
$631 - $755
|
10
$713
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
9+ 0.28% |
$568 - $679
|
3.27K
$233K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6New |
$379 - $453
|
6
$428
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6+ 0.12% |
$379 - $453
|
4.86K
$346K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 62.5% |
$316 - $377
|
13
$926
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 1.3% |
$252 - $302
|
312
$22.2K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 1.3% |
$189 - $226
|
233
$16.6K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 1.79% |
$126 - $151
|
114
$8.12K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.83% |
$126 - $151
|
111
$7.91K
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 4.17% |
$63.1 - $75.5
|
25
$1.78K
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
1+ 0.03% |
$63.1 - $75.5
|
3.47K
$247K
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-13- 0.36% |
$820 - $981
|
3.64K
$259K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-14- 8.05% |
$883 - $1.06K
|
160
$11.4K
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-18- 5.2% |
$1.14K - $1.36K
|
328
$23.4K
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
SELL
|
- |
-23- 0.44% |
$1.45K - $1.74K
|
5.23K
$372K
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-27- 2.18% |
$1.7K - $2.04K
|
1.21K
$86.2K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-29- 11.98% |
$1.83K - $2.19K
|
213
$15.2K
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-52- 0.73% |
$3.28K - $3.92K
|
7.09K
$505K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-67- 0.95% |
$4.23K - $5.06K
|
6.99K
$498K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-69- 0.11% |
$4.35K - $5.21K
|
60.5K
$4.31M
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-82- 1.92% |
$5.17K - $6.19K
|
4.19K
$298K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-83- 5.08% |
$5.24K - $6.26K
|
1.55K
$111K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-83- 0.22% |
$5.24K - $6.26K
|
37.3K
$2.66M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-97- 47.09% |
$6.12K - $7.32K
|
109
$7.77K
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-104- 3.08% |
$6.56K - $7.85K
|
3.28K
$233K
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-115- 0.87% |
$7.26K - $8.68K
|
13.2K
$937K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-119- 2.94% |
$7.51K - $8.98K
|
3.93K
$280K
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-130- 0.14% |
$8.2K - $9.81K
|
91.1K
$6.49M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-139- 0.48% |
$8.77K - $10.5K
|
28.6K
$2.04M
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-144- 19.49% |
$9.09K - $10.9K
|
595
$42.4K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-146- 33.87% |
$9.21K - $11K
|
285
$20.3K
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-156- 5.06% |
$9.84K - $11.8K
|
2.93K
$209K
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-188- 0.61% |
$11.9K - $14.2K
|
30.7K
$2.19M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-192- 3.72% |
$12.1K - $14.5K
|
4.97K
$354K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-193- 5.24% |
$12.2K - $14.6K
|
3.49K
$248K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-200- 16.71% |
$12.6K - $15.1K
|
997
$71K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-200- 63.29% |
$12.6K - $15.1K
|
116
$8.27K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-205- 8.34% |
$12.9K - $15.5K
|
2.25K
$160K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-240- 2.68% |
$15.1K - $18.1K
|
8.72K
$621K
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-250- 43.4% |
$15.8K - $18.9K
|
326
$23.2K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-258- 3.38% |
$16.3K - $19.5K
|
7.38K
$526K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-292- 4.81% |
$18.4K - $22K
|
5.78K
$412K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-317- 6.64% |
$20K - $23.9K
|
4.46K
$317K
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-332- 3.72% |
$20.9K - $25.1K
|
8.6K
$613K
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-341- 7.58% |
$21.5K - $25.7K
|
4.16K
$296K
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-350- 4.29% |
$22.1K - $26.4K
|
7.8K
$556K
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-353- 8.09% |
$22.3K - $26.6K
|
4.01K
$286K
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-443- 11.49% |
$28K - $33.4K
|
3.41K
$243K
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-461- 3.56% |
$29.1K - $34.8K
|
12.5K
$891K
|