Purchases and Sales Made in Q3 2024 in Vanguard Bd Index Fd Inc Long (BLV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Long (BLV) during Q3 2024. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC LONG .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
38+ 0.42% |
$2.63K - $2.91K
|
9.07K
$621K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35+ 1.01% |
$2.42K - $2.68K
|
3.5K
$239K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
35New |
$2.42K - $2.68K
|
35
$2.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
33+ 9.97% |
$2.28K - $2.53K
|
364
$24.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
31+ 1.09% |
$2.14K - $2.38K
|
2.88K
$197K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18New |
$1.24K - $1.38K
|
18
$1.23K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
15+ 0.05% |
$1.04K - $1.15K
|
32.9K
$2.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15+ 5.19% |
$1.04K - $1.15K
|
304
$20.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11+ 1.11% |
$761 - $843
|
998
$68.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10New |
$692 - $766
|
10
$685
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4New |
$277 - $307
|
4
$274
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.16% |
$69.2 - $76.6
|
632
$43.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 4.0% |
$69.2 - $76.6
|
26
$1.78K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.31% |
$69.2 - $76.6
|
319
$21.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.86% |
$69.2 - $76.6
|
117
$8.01K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1- 0.01% |
$69.2 - $76.6
|
7.36K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 1.61% |
$138 - $153
|
122
$8.35K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-6- 0.05% |
$415 - $460
|
12K
$820K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7- 0.14% |
$484 - $536
|
4.91K
$336K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-13- 1.07% |
$899 - $996
|
1.2K
$82.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-15- 1.07% |
$1.04K - $1.15K
|
1.38K
$94.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17- 0.5% |
$1.18K - $1.3K
|
3.37K
$231K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-23- 0.76% |
$1.59K - $1.76K
|
3K
$205K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-28- 1.98% |
$1.94K - $2.15K
|
1.39K
$95K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-29- 60.42% |
$2.01K - $2.22K
|
19
$1.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-32- 2.26% |
$2.21K - $2.45K
|
1.39K
$94.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-51- 4.62% |
$3.53K - $3.91K
|
1.05K
$72K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-56- 2.29% |
$3.87K - $4.29K
|
2.39K
$164K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-60- 1.8% |
$4.15K - $4.6K
|
3.27K
$224K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-64- 49.23% |
$4.43K - $4.9K
|
66
$4.52K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-66- 1.43% |
$4.56K - $5.06K
|
4.56K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-67- 1.95% |
$4.63K - $5.13K
|
3.36K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-88- 0.88% |
$6.09K - $6.74K
|
9.88K
$677K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-96- 32.43% |
$6.64K - $7.36K
|
200
$13.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-98- 1.26% |
$6.78K - $7.51K
|
7.7K
$527K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-132- 2.96% |
$9.13K - $10.1K
|
4.32K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-136Closed |
$9.41K - $10.4K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-156- 9.19% |
$10.8K - $12K
|
1.54K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-171- 0.88% |
$11.8K - $13.1K
|
19.2K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-194- 7.58% |
$13.4K - $14.9K
|
2.36K
$162K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-194- 3.69% |
$13.4K - $14.9K
|
5.06K
$347K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-217- 33.8% |
$15K - $16.6K
|
425
$29.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-240- 60.15% |
$16.6K - $18.4K
|
159
$10.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-270- 7.28% |
$18.7K - $20.7K
|
3.44K
$235K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-298- 73.22% |
$20.6K - $22.8K
|
109
$7.46K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-301- 7.46% |
$20.8K - $23.1K
|
3.74K
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-342- 2.4% |
$23.7K - $26.2K
|
13.9K
$953K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-351- 1.32% |
$24.3K - $26.9K
|
26.3K
$1.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-370- 4.01% |
$25.6K - $28.4K
|
8.85K
$606K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-384- 0.62% |
$26.6K - $29.4K
|
61.7K
$4.22M
|