Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
85.5KNew |
$6.02M - $6.56M
|
85.5K
$6.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
80.6K+ 162.13% |
$5.68M - $6.18M
|
130K
$9.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
78.6K+ 815.75% |
$5.54M - $6.03M
|
88.3K
$6.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
75.1K+ 399.43% |
$5.29M - $5.76M
|
93.9K
$7.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
70.1KNew |
$4.94M - $5.38M
|
70.1K
$5.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
68.4K+ 127.02% |
$4.82M - $5.25M
|
122K
$9.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
67.3KNew |
$4.74M - $5.16M
|
67.3K
$5.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
66.7K+ 15.96% |
$4.7M - $5.12M
|
485K
$36.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
65.4K+ 19.81% |
$4.61M - $5.02M
|
395K
$29.6M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
65.2KNew |
$4.6M - $5.01M
|
65.2K
$4.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
64.8KNew |
$4.56M - $4.97M
|
64.8K
$4.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
64.4K+ 18.25% |
$4.54M - $4.94M
|
417K
$31.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
62.5KNew |
$4.41M - $4.8M
|
62.5K
$4.68M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
60.3K+ 6.46% |
$4.25M - $4.62M
|
993K
$74.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59.9K+ 12.99% |
$4.22M - $4.6M
|
521K
$38.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
57.9K+ 368.43% |
$4.08M - $4.44M
|
73.6K
$5.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
57.5K+ 17.35% |
$4.05M - $4.41M
|
389K
$29.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
57.2K+ 20.04% |
$4.03M - $4.39M
|
343K
$25.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
56.6K+ 266.75% |
$3.99M - $4.34M
|
77.8K
$5.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
55.8KNew |
$3.93M - $4.28M
|
55.8K
$4.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
55.3KNew |
$3.9M - $4.24M
|
55.3K
$4.13M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
53.2KNew |
$3.75M - $4.09M
|
53.2K
$3.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
52.8K+ 7.58% |
$3.72M - $4.05M
|
750K
$56.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
51.6K+ 61.76% |
$3.64M - $3.96M
|
135K
$10.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49.9K+ 14.28% |
$3.52M - $3.83M
|
399K
$29.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
49.7K+ 15.81% |
$3.51M - $3.82M
|
364K
$27.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
49.5K+ 5589.62% |
$3.49M - $3.8M
|
50.4K
$3.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
49.3K+ 2.85% |
$3.48M - $3.79M
|
1.78M
$133M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
47.9KNew |
$3.38M - $3.68M
|
47.9K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
46.1K+ 155.08% |
$3.25M - $3.54M
|
75.9K
$5.67M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
45.6K+ 160.06% |
$3.21M - $3.5M
|
74.1K
$5.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
42.5K+ 587.8% |
$2.99M - $3.26M
|
49.7K
$3.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
42.2KNew |
$2.97M - $3.24M
|
42.2K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
40.4KNew |
$2.85M - $3.1M
|
40.4K
$3.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
40KNew |
$2.82M - $3.07M
|
40K
$2.99M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39.1K+ 35.34% |
$2.76M - $3M
|
150K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
38.1KNew |
$2.68M - $2.92M
|
38.1K
$2.85M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
37.7K+ 39.37% |
$2.66M - $2.89M
|
133K
$9.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
35.9K+ 8.54% |
$2.53M - $2.76M
|
457K
$34.1M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
35.7KNew |
$2.52M - $2.74M
|
35.7K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
35.6KNew |
$2.51M - $2.73M
|
35.6K
$2.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
35.6KNew |
$2.51M - $2.73M
|
35.6K
$2.66M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
35.4K+ 43.98% |
$2.5M - $2.72M
|
116K
$8.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
35K+ 3.02% |
$2.47M - $2.68M
|
1.19M
$89.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.6K+ 131.9% |
$2.44M - $2.66M
|
60.9K
$4.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
32.8K+ 160.16% |
$2.31M - $2.52M
|
53.3K
$3.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
32.2KNew |
$2.27M - $2.47M
|
32.2K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
32KNew |
$2.26M - $2.46M
|
32K
$2.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
31.3KNew |
$2.21M - $2.4M
|
31.3K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
29.8KNew |
$2.1M - $2.29M
|
29.8K
$2.23M
|