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 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-522- 47.37% |
$32.9K - $39.4K
|
580
$41.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-542- 11.69% |
$34.2K - $40.9K
|
4.1K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-587- 2.41% |
$37K - $44.3K
|
23.8K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
SELL
|
- |
-621- 6.75% |
$39.2K - $46.9K
|
8.58K
$611K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-635- 28.79% |
$40.1K - $47.9K
|
1.57K
$112K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-656- 12.24% |
$41.4K - $49.5K
|
4.71K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-662- 2.73% |
$41.8K - $50K
|
23.6K
$1.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-670- 3.0% |
$42.3K - $50.6K
|
21.7K
$1.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-675- 18.42% |
$42.6K - $50.9K
|
2.99K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-707- 1.46% |
$44.6K - $53.4K
|
47.6K
$3.39M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-738- 5.7% |
$46.6K - $55.7K
|
12.2K
$870K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-758- 87.63% |
$47.8K - $57.2K
|
107
$7.62K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-796- 43.69% |
$50.2K - $60.1K
|
1.03K
$73.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-807- 6.22% |
$50.9K - $60.9K
|
12.2K
$867K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-831- 8.64% |
$52.4K - $62.7K
|
8.79K
$626K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-879- 60.66% |
$55.5K - $66.3K
|
570
$40.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-915- 3.42% |
$57.7K - $69.1K
|
25.9K
$1.84M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-964- 21.38% |
$60.8K - $72.8K
|
3.55K
$253K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.13K- 6.17% |
$71.2K - $85.1K
|
17.2K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 14.9% |
$78.6K - $94K
|
7.11K
$507K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.25K- 20.0% |
$79K - $94.5K
|
5.01K
$357K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.42K- 14.97% |
$89.5K - $107K
|
8.05K
$574K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.47K- 12.05% |
$92.9K - $111K
|
10.7K
$766K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.52K- 27.49% |
$95.7K - $114K
|
4K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.65K- 30.48% |
$104K - $125K
|
3.76K
$268K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.78K- 15.71% |
$112K - $135K
|
9.56K
$682K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.52K- 6.74% |
$159K - $190K
|
34.9K
$2.49M
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.54K- 0.72% |
$160K - $192K
|
352K
$25.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.85K- 6.22% |
$180K - $215K
|
43K
$3.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.89K- 9.14% |
$182K - $218K
|
28.7K
$2.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.05K- 24.3% |
$192K - $230K
|
9.5K
$677K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.15K- 3.53% |
$199K - $238K
|
86K
$6.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.29K- 32.13% |
$208K - $249K
|
6.96K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.44K- 47.73% |
$217K - $260K
|
3.77K
$269K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.03K- 15.91% |
$254K - $304K
|
21.3K
$1.52M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-4.08K- 27.57% |
$258K - $308K
|
10.7K
$764K
|
|
|
Jan 31, 2024
Q4 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-4.48K- 17.19% |
$282K - $338K
|
21.6K
$1.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-4.49K- 46.01% |
$283K - $339K
|
5.27K
$375K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-5.24K- 3.82% |
$331K - $396K
|
132K
$9.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.33K- 3.47% |
$336K - $402K
|
148K
$10.6M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-5.69K- 18.8% |
$359K - $430K
|
24.6K
$1.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-6.16K- 39.63% |
$389K - $465K
|
9.39K
$669K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-9.08K- 21.1% |
$573K - $686K
|
34K
$2.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-9.88K- 68.1% |
$623K - $746K
|
4.63K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-12.7K- 4.09% |
$799K - $956K
|
297K
$21.2M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.8K- 12.79% |
$871K - $1.04M
|
94.1K
$6.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-14.7K- 99.88% |
$930K - $1.11M
|
18
$1.28K
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-15.1K- 12.74% |
$954K - $1.14M
|
104K
$7.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-15.8K- 19.94% |
$1M - $1.2M
|
63.6K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.6K- 28.44% |
$1.05M - $1.26M
|
41.9K
$2.98M
|