Purchases and Sales Made in Q1 2023 in Vanguard Bd Index Fd Inc Inter (BIV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Inter (BIV) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC INTER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
698+ 3.79% |
$51.4K - $54K
|
19.1K
$1.41M
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
688+ 12.35% |
$50.6K - $53.2K
|
6.26K
$463K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
675+ 2045.45% |
$49.7K - $52.2K
|
708
$52.3K
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
660+ 0.78% |
$48.6K - $51K
|
85.5K
$6.32M
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
650+ 0.88% |
$47.8K - $50.3K
|
74.9K
$5.54M
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
630+ 605.77% |
$46.3K - $48.7K
|
734
$54.3K
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
626+ 6.67% |
$46.1K - $48.4K
|
10K
$740K
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
607+ 2.64% |
$44.7K - $46.9K
|
23.6K
$1.75M
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
589+ 5.07% |
$43.3K - $45.5K
|
12.2K
$903K
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
583+ 161.05% |
$42.9K - $45.1K
|
945
$69.9K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
556+ 2.59% |
$40.9K - $43K
|
22K
$1.63M
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
547+ 19.32% |
$40.2K - $42.3K
|
3.38K
$250K
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
530+ 22.48% |
$39K - $41K
|
2.89K
$213K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
512+ 14.94% |
$37.7K - $39.6K
|
3.94K
$291K
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
511+ 1.65% |
$37.6K - $39.5K
|
31.5K
$2.33M
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
503+ 7.03% |
$37K - $38.9K
|
7.66K
$566K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
496+ 208.4% |
$36.5K - $38.3K
|
734
$54.3K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
479+ 35.77% |
$35.2K - $37K
|
1.82K
$134K
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
471+ 17.31% |
$34.7K - $36.4K
|
3.19K
$236K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
460+ 1.71% |
$33.8K - $35.6K
|
27.3K
$2.02M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
452+ 502.22% |
$33.3K - $34.9K
|
542
$40.1K
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
445+ 1.1% |
$32.7K - $34.4K
|
41K
$3.03M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
431+ 13.85% |
$31.7K - $33.3K
|
3.54K
$262K
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
BUY
|
- |
428+ 4.46% |
$31.5K - $33.1K
|
10K
$741K
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
378+ 10.45% |
$27.8K - $29.2K
|
4K
$295K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
372+ 8.79% |
$27.4K - $28.8K
|
4.61K
$340K
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
366+ 5.85% |
$26.9K - $28.3K
|
6.62K
$489K
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
354New |
$26K - $27.4K
|
354
$26.2K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
349New |
$25.7K - $27K
|
349
$25.8K
|
|
May 11, 2023
Q1 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
346+ 0.37% |
$25.5K - $26.7K
|
93.1K
$6.88M
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
340+ 7.93% |
$25K - $26.3K
|
4.63K
$342K
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
335+ 3.65% |
$24.6K - $25.9K
|
9.53K
$704K
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
298+ 3.66% |
$21.9K - $23K
|
8.44K
$624K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
295+ 4.08% |
$21.7K - $22.8K
|
7.52K
$556K
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
290+ 7.07% |
$21.3K - $22.4K
|
4.39K
$325K
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
265+ 1.43% |
$19.5K - $20.5K
|
18.8K
$1.39M
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
241+ 1.52% |
$17.7K - $18.6K
|
16.1K
$1.19M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
240+ 114.29% |
$17.7K - $18.6K
|
450
$33.3K
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
234+ 3.07% |
$17.2K - $18.1K
|
7.87K
$581K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
233+ 2.84% |
$17.1K - $18K
|
8.43K
$623K
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
232+ 3.77% |
$17.1K - $17.9K
|
6.38K
$472K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
229New |
$16.8K - $17.7K
|
229
$16.9K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
220+ 10.35% |
$16.2K - $17K
|
2.35K
$173K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
217New |
$16K - $16.8K
|
217
$16K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
216+ 12.62% |
$15.9K - $16.7K
|
1.93K
$143K
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
208+ 1.95% |
$15.3K - $16.1K
|
10.9K
$803K
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
208+ 2.74% |
$15.3K - $16.1K
|
7.79K
$576K
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
205+ 1.97% |
$15.1K - $15.8K
|
10.6K
$785K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
204New |
$15K - $15.8K
|
204
$15.1K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
200+ 6.64% |
$14.7K - $15.5K
|
3.21K
$237K
|