Purchases and Sales Made in Q3 2023 in Vanguard Bd Index Fd Inc Inter (BIV)

BIV Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Inter (BIV) during Q3 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
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
2.17M
New
$156M - $164M
2.17M $162M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
1.06M
New
$76.7M - $80.5M
1.06M $79.7M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
940K
New
$67.8M - $71.2M
940K $70.5M
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
853K
New
$61.5M - $64.5M
853K $63.9M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
742K
+ 10.18%
$53.5M - $56.2M
8.03M $602M
Oct 30, 2023 Q3 2023
True Link Financial Advisors, LLC

BUY
 -
740K
+ 137.05%
$53.4M - $56M
1.28M $96M
Nov 13, 2023 Q3 2023
Retirement Investment Advisors, Inc.

Oklahoma City, OK
BUY
 -
589K
+ 47.87%
$42.5M - $44.6M
1.82M $136M
Nov 13, 2023 Q3 2023
Gfg Capital, LLC

BUY
 -
544K
New
$39.3M - $41.2M
544K $40.8M
Nov 14, 2023 Q3 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
525K
+ 110.16%
$37.8M - $39.7M
1M $75M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
497K
+ 1164.94%
$35.9M - $37.6M
540K $40.5M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
449K
+ 8.18%
$32.4M - $34M
5.94M $446M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
406K
New
$29.3M - $30.7M
406K $30.5M
Nov 02, 2023 Q3 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
381K
+ 6775.22%
$27.5M - $28.8M
387K $29M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
315K
+ 21.72%
$22.7M - $23.8M
1.76M $132M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
307K
New
$22.2M - $23.3M
307K $23M
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
285K
+ 5.8%
$20.6M - $21.6M
5.2M $390M
Oct 11, 2023 Q3 2023
Rosenberg Matthew Hamilton

BUY
 -
262K
+ 281775.28%
$18.9M - $19.8M
262K $19.7M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
244K
+ 31.68%
$17.6M - $18.4M
1.01M $75.9M
Oct 12, 2023 Q3 2023
Sage Financial Management Group, Inc.

BUY
 -
238K
New
$17.1M - $18M
238K $17.8M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
237K
New
$17.1M - $18M
237K $17.8M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
195K
+ 334.75%
$14.1M - $14.8M
254K $19M
Nov 07, 2023 Q3 2023
Jacobson & Schmitt Advisors, LLC

BUY
 -
193K
New
$13.9M - $14.6M
193K $14.5M
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
162K
+ 96.11%
$11.7M - $12.2M
330K $24.7M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
152K
+ 6.23%
$11M - $11.5M
2.59M $195M
Nov 08, 2023 Q3 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
148K
New
$10.7M - $11.2M
148K $11.1M
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
140K
+ 5.92%
$10.1M - $10.6M
2.51M $188M
Nov 16, 2023 Q3 2023
Revisor Wealth Management LLC

Akron, OH
BUY
 -
140K
New
$10.1M - $10.6M
140K $10.5M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
135K
+ 5.34%
$9.7M - $10.2M
2.65M $199M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
134K
+ 46.74%
$9.64M - $10.1M
420K $31.5M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
126K
+ 3.2%
$9.08M - $9.52M
4.06M $305M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
111K
+ 12.81%
$8M - $8.4M
977K $73.2M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
96.6K
+ 5.91%
$6.96M - $7.31M
1.73M $130M
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
95.8K
New
$6.91M - $7.25M
95.8K $7.18M
Nov 01, 2023 Q3 2023
Websterrogers Financial Advisors, LLC

BUY
 -
95.7K
+ 48.53%
$6.9M - $7.24M
293K $22M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
92.3K
+ 97.31%
$6.66M - $6.99M
187K $14M
Oct 27, 2023 Q3 2023
Brio Consultants, LLC

BUY
 -
86.6K
+ 16.48%
$6.25M - $6.56M
612K $45.9M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
82.2K
New
$5.93M - $6.22M
82.2K $6.16M
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
81.9K
New
$5.9M - $6.2M
81.9K $6.14M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
77.4K
+ 1.57%
$5.58M - $5.86M
5M $375M
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
67K
New
$4.83M - $5.07M
67K $5.03M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
63.7K
+ 881.89%
$4.59M - $4.82M
70.9K $5.32M
Oct 02, 2023 Q3 2023
Park National Corp

BUY
 -
63.4K
+ 330.29%
$4.57M - $4.8M
82.7K $6.2M
Nov 07, 2023 Q3 2023
Efficient Advisors, LLC

BUY
 -
58.8K
+ 4.37%
$4.24M - $4.45M
1.4M $105M
Nov 20, 2023 Q3 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
58.1K
+ 20.86%
$4.19M - $4.4M
337K $25.2M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
56.7K
+ 20.62%
$4.09M - $4.29M
331K $24.9M
Oct 19, 2023 Q3 2023
Scott Capital Advisors, LLC

BUY
 -
54.1K
+ 23.22%
$3.9M - $4.1M
287K $21.5M
Nov 14, 2023 Q3 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
51.3K
+ 162.64%
$3.7M - $3.88M
82.8K $6.21M
Nov 13, 2023 Q3 2023
Strategic Advocates LLC

Logan, UT
BUY
 -
49.7K
New
$3.58M - $3.76M
49.7K $3.73M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
46.8K
+ 4.8%
$3.37M - $3.54M
1.02M $76.6M

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