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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.89K+ 8.96% |
$415K - $452K
|
71.6K
$5.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.72K+ 5.93% |
$403K - $439K
|
102K
$7.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
5.72K+ 0.93% |
$403K - $439K
|
618K
$46.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
5.53KNew |
$390K - $424K
|
5.53K
$414K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.47K+ 2.15% |
$385K - $420K
|
259K
$19.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.36KNew |
$378K - $411K
|
5.36K
$401K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
5.32KNew |
$375K - $408K
|
5.32K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
5.27KNew |
$371K - $404K
|
5.27K
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.2KNew |
$367K - $399K
|
5.2K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.16K+ 2.63% |
$364K - $396K
|
202K
$15.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
5.11K+ 12.89% |
$360K - $392K
|
44.8K
$3.35M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.07K+ 44.37% |
$358K - $389K
|
16.5K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.07KNew |
$358K - $389K
|
5.07K
$379K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5.05KNew |
$356K - $388K
|
5.05K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5.02K+ 133.65% |
$354K - $386K
|
8.78K
$657K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5K+ 3.08% |
$352K - $384K
|
167K
$12.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.86KNew |
$343K - $373K
|
4.86K
$363K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.84KNew |
$341K - $372K
|
4.84K
$362K
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
4.84K+ 22.16% |
$341K - $371K
|
26.7K
$1.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.83K+ 4.21% |
$341K - $371K
|
120K
$8.95M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.83KNew |
$340K - $371K
|
4.83K
$361K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
4.8K+ 47.79% |
$338K - $368K
|
14.8K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.77KNew |
$337K - $366K
|
4.77K
$357K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4.63KNew |
$327K - $356K
|
4.63K
$347K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.62K+ 0.21% |
$326K - $355K
|
2.17M
$162M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.56KNew |
$321K - $350K
|
4.56K
$341K
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
4.54K+ 2.05% |
$320K - $348K
|
226K
$16.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.49KNew |
$317K - $345K
|
4.49K
$336K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.48K+ 14.21% |
$315K - $343K
|
36K
$2.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
4.4KNew |
$310K - $337K
|
4.4K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.39K+ 7.11% |
$309K - $337K
|
66.1K
$4.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
4.37KNew |
$308K - $335K
|
4.37K
$327K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.22KNew |
$297K - $324K
|
4.22K
$315K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.15K+ 2.63% |
$293K - $319K
|
162K
$12.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.13KNew |
$291K - $317K
|
4.13K
$309K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.12K+ 4.52% |
$291K - $316K
|
95.2K
$7.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.05K+ 6.92% |
$286K - $311K
|
62.6K
$4.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
4.04K+ 1.47% |
$285K - $310K
|
280K
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.01KNew |
$283K - $308K
|
4.01K
$300K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4KNew |
$282K - $307K
|
4K
$299K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
BUY
|
- |
3.96KNew |
$279K - $304K
|
3.96K
$296K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.89K+ 2.28% |
$274K - $299K
|
175K
$13.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.85K+ 5.92% |
$271K - $295K
|
68.8K
$5.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.82KNew |
$269K - $293K
|
3.82K
$286K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
3.74K+ 53.0% |
$264K - $287K
|
10.8K
$808K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.71KNew |
$262K - $285K
|
3.71K
$278K
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
3.68K+ 0.8% |
$259K - $282K
|
463K
$34.6M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.67KNew |
$259K - $282K
|
3.67K
$275K
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
3.65K+ 55.63% |
$257K - $280K
|
10.2K
$764K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.54K+ 4.3% |
$249K - $272K
|
85.7K
$6.41M
|