Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.3M+ 3277.96% |
$172M - $178M
|
2.37M
$178M
|
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.38M+ 12740.71% |
$104M - $107M
|
1.39M
$105M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.13M+ 5.7% |
$84.6M - $87.4M
|
20.9M
$1.57B
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
774K+ 11.88% |
$58M - $60M
|
7.29M
$547M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
522K+ 26.59% |
$39.1M - $40.4M
|
2.48M
$186M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
491K+ 11.08% |
$36.8M - $38M
|
4.92M
$369M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
489K+ 66.01% |
$36.7M - $37.9M
|
1.23M
$92.3M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
328K+ 6.24% |
$24.6M - $25.4M
|
5.59M
$419M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
290K+ 42.37% |
$21.7M - $22.5M
|
974K
$73.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
286K+ 5.1% |
$21.4M - $22.2M
|
5.89M
$442M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
283K+ 5.43% |
$21.2M - $21.9M
|
5.49M
$412M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
280K+ 47.11% |
$21M - $21.7M
|
875K
$65.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Reliant Wealth Planning
|
BUY
|
- |
272KNew |
$20.4M - $21.1M
|
272K
$20.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
268KNew |
$20.1M - $20.7M
|
268K
$20.1M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
232K+ 75.35% |
$17.4M - $18M
|
540K
$40.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
226K+ 18.42% |
$16.9M - $17.5M
|
1.45M
$109M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
223KNew |
$16.7M - $17.3M
|
223K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
219K+ 157.73% |
$16.4M - $17M
|
358K
$26.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
206K+ 256.79% |
$15.4M - $16M
|
286K
$21.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
185K+ 10.65% |
$13.9M - $14.4M
|
1.93M
$144M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
173K+ 4.59% |
$13M - $13.4M
|
3.94M
$295M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
168K+ 3.54% |
$12.6M - $13M
|
4.92M
$369M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
168K+ 3.54% |
$12.6M - $13M
|
4.92M
$369M
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
164KNew |
$12.3M - $12.7M
|
164K
$12.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
157K+ 182.47% |
$11.8M - $12.1M
|
243K
$18.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
145K+ 108.75% |
$10.9M - $11.3M
|
279K
$20.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
144K+ 48.27% |
$10.8M - $11.1M
|
441K
$33.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
125KNew |
$9.37M - $9.69M
|
125K
$9.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
110K+ 190.5% |
$8.27M - $8.55M
|
168K
$12.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
103K+ 2309.61% |
$7.73M - $7.99M
|
108K
$8.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
97.2K+ 4.02% |
$7.29M - $7.53M
|
2.52M
$189M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
96.6K+ 218.67% |
$7.24M - $7.48M
|
141K
$10.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
92.7K+ 11.99% |
$6.95M - $7.18M
|
866K
$64.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
83.2K+ 22.99% |
$6.23M - $6.44M
|
445K
$33.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
82.6K+ 1794.31% |
$6.2M - $6.4M
|
87.3K
$6.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
79.8K+ 32.07% |
$5.98M - $6.18M
|
329K
$24.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
78.4K+ 105.78% |
$5.88M - $6.07M
|
152K
$11.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
75.4K+ 81.4% |
$5.65M - $5.84M
|
168K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
70.5K+ 22.28% |
$5.28M - $5.46M
|
387K
$29M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
60.9KNew |
$4.57M - $4.72M
|
60.9K
$4.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
60.3K+ 16.78% |
$4.52M - $4.67M
|
420K
$31.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
56.3K+ 41.58% |
$4.22M - $4.36M
|
192K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
55.8K+ 37.11% |
$4.19M - $4.33M
|
206K
$15.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
55.4K+ 26.64% |
$4.15M - $4.29M
|
263K
$19.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
53.6KNew |
$4.02M - $4.15M
|
53.6K
$4.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
52.8K+ 143.9% |
$3.95M - $4.09M
|
89.4K
$6.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.3K+ 17.85% |
$3.92M - $4.05M
|
345K
$25.9M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
49.3K+ 21.52% |
$3.7M - $3.82M
|
279K
$20.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
47.1KNew |
$3.53M - $3.65M
|
47.1K
$3.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45.7K+ 19.92% |
$3.42M - $3.54M
|
275K
$20.6M
|