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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-810- 3.48% |
$60.7K - $62.8K
|
22.4K
$1.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-827- 6.1% |
$62K - $64.1K
|
12.7K
$949K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-848- 10.89% |
$63.6K - $65.7K
|
6.94K
$517K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-871- 4.29% |
$65.3K - $67.5K
|
19.5K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-962- 25.06% |
$72.1K - $74.5K
|
2.88K
$214K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-979- 3.2% |
$73.4K - $75.8K
|
29.6K
$2.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-989- 16.63% |
$74.1K - $76.6K
|
4.96K
$370K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-995- 3.92% |
$74.6K - $77.1K
|
24.4K
$1.82M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.04K- 17.93% |
$77.9K - $80.5K
|
4.76K
$355K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 56.38% |
$79.2K - $81.8K
|
817
$60.9K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 56.38% |
$79.2K - $81.8K
|
817
$60.9K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.07K- 48.3% |
$80K - $82.7K
|
1.14K
$85.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.08K- 15.47% |
$81.2K - $83.9K
|
5.92K
$441K
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-1.09K- 9.43% |
$81.3K - $84.1K
|
10.4K
$777K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.09K- 3.32% |
$81.9K - $84.6K
|
31.8K
$2.37M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.09K- 23.71% |
$81.9K - $84.7K
|
3.52K
$262K
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.11K- 14.31% |
$83K - $85.8K
|
6.63K
$494K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.15K- 28.89% |
$86.2K - $89.1K
|
2.83K
$211K
|
|
|
Aug 11, 2023
Q2 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-1.15K- 3.59% |
$86.2K - $89.1K
|
30.9K
$2.3M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.31K- 7.32% |
$98.1K - $101K
|
16.6K
$1.23M
|
|
|
Nov 13, 2023
Q2 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.32K- 4.95% |
$98.8K - $102K
|
25.3K
$1.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.33K- 4.72% |
$99.5K - $103K
|
26.8K
$2M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-1.35K- 32.25% |
$101K - $104K
|
2.83K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.38K- 5.29% |
$103K - $107K
|
24.6K
$1.84M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-1.4K- 2.29% |
$105K - $109K
|
59.8K
$4.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-1.42K- 7.73% |
$106K - $110K
|
16.9K
$1.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.42K- 2.92% |
$107K - $110K
|
47.3K
$3.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.5K- 25.99% |
$112K - $116K
|
4.27K
$318K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.64K- 1.73% |
$123K - $127K
|
93K
$6.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.74K- 5.86% |
$130K - $134K
|
27.9K
$2.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.78K- 12.28% |
$133K - $138K
|
12.7K
$945K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.78K- 34.87% |
$133K - $138K
|
3.33K
$248K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.83K- 5.62% |
$137K - $142K
|
30.8K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.93K- 5.92% |
$145K - $150K
|
30.7K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.09K- 76.82% |
$156K - $162K
|
629
$46.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Brewster Financial Planning LLC
|
SELL
|
- |
-2.11K- 1.21% |
$158K - $164K
|
173K
$12.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-2.22K- 8.23% |
$166K - $172K
|
24.7K
$1.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.25K- 3.01% |
$169K - $174K
|
72.7K
$5.42M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.37K- 38.63% |
$178K - $183K
|
3.76K
$280K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
SELL
|
- |
-2.38K- 16.62% |
$178K - $184K
|
11.9K
$889K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.39K- 0.9% |
$179K - $185K
|
262K
$19.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.44K- 36.9% |
$183K - $189K
|
4.16K
$310K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.44K- 18.97% |
$183K - $189K
|
10.4K
$776K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.51K- 11.87% |
$188K - $194K
|
18.6K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.55K- 8.14% |
$191K - $197K
|
28.8K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.56K- 3.67% |
$192K - $198K
|
67.3K
$5.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-2.59K- 18.68% |
$194K - $201K
|
11.3K
$841K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.62K- 16.25% |
$196K - $203K
|
13.5K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.62K- 18.38% |
$197K - $203K
|
11.6K
$868K
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.83K- 15.83% |
$212K - $219K
|
15.1K
$1.12M
|