Purchases and Sales Made in Q1 2021 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 Q1 2021. 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 |
---|---|---|---|---|---|---|---|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
27.6K+ 37.61% |
$2.45M - $2.56M
|
101K
$7.59M
|
|
May 13, 2021
Q1 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
27.4K+ 25.24% |
$2.42M - $2.54M
|
136K
$10.2M
|
|
May 18, 2021
Q1 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
26.5KNew |
$2.35M - $2.46M
|
26.5K
$2M
|
|
May 10, 2021
Q1 2021
|
New Square Capital LLC
|
BUY
|
- |
26.4K+ 29.07% |
$2.33M - $2.45M
|
117K
$8.8M
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
25.7K+ 36.29% |
$2.28M - $2.39M
|
96.5K
$7.26M
|
|
Jan 09, 2024
Q1 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
23.5K+ 8773.13% |
$2.08M - $2.18M
|
23.8K
$1.79M
|
|
Apr 29, 2021
Q1 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
22.4K+ 17.52% |
$1.99M - $2.08M
|
150K
$11.3M
|
|
Apr 12, 2021
Q1 2021
|
Highland Private Wealth Management
|
BUY
|
- |
21.8K+ 8.96% |
$1.93M - $2.03M
|
265K
$20M
|
|
May 04, 2021
Q1 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
21.7K+ 9.95% |
$1.92M - $2.01M
|
239K
$18M
|
|
May 12, 2021
Q1 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20K+ 52.26% |
$1.77M - $1.86M
|
58.2K
$4.38M
|
|
May 06, 2021
Q1 2021
|
Simmons Bank
|
BUY
|
- |
20KNew |
$1.77M - $1.85M
|
20K
$1.5M
|
|
Apr 26, 2021
Q1 2021
|
Brio Consultants, LLC
|
BUY
|
- |
19.6K+ 13.33% |
$1.74M - $1.82M
|
167K
$12.5M
|
|
Apr 05, 2024
Q1 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
19.2K+ 5.18% |
$1.7M - $1.78M
|
390K
$29.3M
|
|
May 06, 2021
Q1 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
19.1K+ 10.43% |
$1.69M - $1.78M
|
202K
$15.2M
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
BUY
|
- |
18.1K+ 26.21% |
$1.6M - $1.68M
|
87K
$6.54M
|
|
May 19, 2021
Q1 2021
|
Fullen Financial Group
|
BUY
|
- |
17.2K+ 10.34% |
$1.53M - $1.6M
|
184K
$13.8M
|
|
Apr 13, 2021
Q1 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
16.6K+ 36.65% |
$1.47M - $1.54M
|
61.7K
$4.64M
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.5K+ 10.17% |
$1.46M - $1.53M
|
179K
$13.4M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
16.4KNew |
$1.46M - $1.53M
|
16.4K
$1.24M
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.4K+ 81.51% |
$1.45M - $1.52M
|
36.5K
$2.75M
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.3K+ 11.42% |
$1.45M - $1.51M
|
159K
$12M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 2.91% |
$1.42M - $1.49M
|
568K
$42.7M
|
|
May 14, 2021
Q1 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
15.7K+ 8.47% |
$1.39M - $1.45M
|
201K
$15.1M
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
15.3K+ 117.19% |
$1.35M - $1.42M
|
28.3K
$2.13M
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
15.2K+ 34.52% |
$1.35M - $1.41M
|
59.3K
$4.46M
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
BUY
|
- |
14.5K+ 3.94% |
$1.28M - $1.35M
|
383K
$28.8M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.3K+ 33.46% |
$1.26M - $1.32M
|
56.9K
$4.28M
|
|
May 05, 2021
Q1 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
13.3K+ 84.24% |
$1.18M - $1.23M
|
29K
$2.18M
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
13.2K+ 14.43% |
$1.17M - $1.23M
|
105K
$7.9M
|
|
May 03, 2021
Q1 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
13KNew |
$1.15M - $1.21M
|
13K
$977K
|
|
Apr 14, 2021
Q1 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
12.8K+ 21.87% |
$1.13M - $1.19M
|
71.3K
$5.36M
|
|
Oct 21, 2021
Q1 2021
|
Blooom, Inc.
|
BUY
|
- |
12.6K+ 19.17% |
$1.11M - $1.17M
|
78.1K
$5.88M
|
|
Apr 16, 2021
Q1 2021
|
Ht Partners LLC
|
BUY
|
- |
12.2K+ 12.34% |
$1.08M - $1.13M
|
111K
$8.33M
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
12.1K+ 5.07% |
$1.07M - $1.13M
|
251K
$18.9M
|
|
May 10, 2021
Q1 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
12.1K+ 5.34% |
$1.07M - $1.12M
|
238K
$17.9M
|
|
Apr 29, 2021
Q1 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.9K+ 3.85% |
$1.06M - $1.11M
|
322K
$24.2M
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.9K+ 6.6% |
$1.06M - $1.11M
|
192K
$14.5M
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11.8K+ 260.35% |
$1.05M - $1.1M
|
16.4K
$1.23M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.8K+ 4.5% |
$1.05M - $1.1M
|
274K
$20.6M
|
|
Apr 29, 2021
Q1 2021
|
Petix & Botte CO
|
BUY
|
- |
11.7K+ 94.08% |
$1.03M - $1.08M
|
24.1K
$1.81M
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
11.5K+ 13.93% |
$1.02M - $1.07M
|
94K
$7.07M
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.3KNew |
$1.01M - $1.05M
|
11.3K
$853K
|
|
Apr 07, 2021
Q1 2021
|
Bremer Bank National Association
|
BUY
|
- |
10.9K+ 10.45% |
$964K - $1.01M
|
115K
$8.65M
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
10.6K+ 24.09% |
$940K - $985K
|
54.7K
$4.11M
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.5K+ 33.87% |
$934K - $979K
|
41.7K
$3.13M
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
10.4K+ 33.06% |
$922K - $966K
|
41.9K
$3.15M
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10.4K+ 14.48% |
$920K - $964K
|
82.1K
$6.17M
|
|
Jun 01, 2021
Q1 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
10.2K+ 12.72% |
$905K - $948K
|
90.5K
$6.81M
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10KNew |
$887K - $930K
|
10K
$753K
|
|
May 17, 2021
Q1 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.67K+ 9.68% |
$857K - $897K
|
109K
$8.23M
|