Purchases and Sales Made in Q1 2024 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 2024. 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 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
713K+ 35.91% |
$53.1M - $54.6M
|
2.7M
$201M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
537K+ 177.69% |
$40M - $41.2M
|
840K
$62.6M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
521K+ 48.21% |
$38.8M - $39.9M
|
1.6M
$119M
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
501K+ 3945.63% |
$37.4M - $38.4M
|
514K
$38.3M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
497K+ 21.8% |
$37.1M - $38.1M
|
2.78M
$207M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
404K+ 49457.04% |
$30.1M - $31M
|
405K
$30.2M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
398K+ 2.47% |
$29.7M - $30.5M
|
16.5M
$1.23B
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
396K+ 5.17% |
$29.5M - $30.3M
|
8.05M
$600M
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
311K+ 143.23% |
$23.2M - $23.9M
|
529K
$39.4M
|
|
Apr 10, 2024
Q1 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
290KNew |
$21.6M - $22.2M
|
290K
$21.7M
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
267KNew |
$19.9M - $20.5M
|
267K
$19.9M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
261K+ 9.98% |
$19.5M - $20M
|
2.88M
$215M
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
250K+ 20.62% |
$18.6M - $19.2M
|
1.46M
$109M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
249K+ 1480.3% |
$18.6M - $19.1M
|
266K
$19.8M
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
240KNew |
$17.9M - $18.4M
|
240K
$17.9M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
235K+ 7142.59% |
$17.5M - $18M
|
238K
$17.8M
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
228KNew |
$17M - $17.4M
|
228K
$17M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
226K+ 14.09% |
$16.8M - $17.3M
|
1.83M
$136M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
183KNew |
$13.7M - $14M
|
183K
$13.7M
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
165K+ 327.24% |
$12.3M - $12.6M
|
215K
$16.1M
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
158KNew |
$11.8M - $12.1M
|
158K
$11.8M
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
156K+ 99.04% |
$11.6M - $11.9M
|
313K
$23.3M
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
155K+ 118.93% |
$11.5M - $11.9M
|
285K
$21.3M
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
141K+ 130.36% |
$10.5M - $10.8M
|
249K
$18.5M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
136K+ 2.22% |
$10.2M - $10.4M
|
6.27M
$467M
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
132KNew |
$9.85M - $10.1M
|
132K
$9.86M
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
124K+ 348.59% |
$9.25M - $9.51M
|
160K
$11.9M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
118K+ 21.22% |
$8.8M - $9.04M
|
675K
$50.3M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111K+ 6.78% |
$8.3M - $8.53M
|
1.76M
$131M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
108K+ 11.89% |
$8.06M - $8.29M
|
1.02M
$75.9M
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
103K+ 21.32% |
$7.7M - $7.91M
|
588K
$43.8M
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
102K+ 57.66% |
$7.58M - $7.79M
|
278K
$20.7M
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
100KNew |
$7.45M - $7.66M
|
100K
$7.46M
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
99.7KNew |
$7.43M - $7.64M
|
99.7K
$7.43M
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
99.5K+ 35.73% |
$7.41M - $7.62M
|
378K
$28.2M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
94.5K+ 5.31% |
$7.04M - $7.24M
|
1.87M
$140M
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
93.7K+ 139.32% |
$6.98M - $7.18M
|
161K
$12M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
93.2KNew |
$6.94M - $7.14M
|
93.2K
$6.95M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
83.9K+ 293.24% |
$6.25M - $6.43M
|
112K
$8.39M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
83.1K+ 20.6% |
$6.19M - $6.37M
|
487K
$36.3M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
77.9K+ 19.51% |
$5.81M - $5.97M
|
477K
$35.6M
|
|
May 14, 2024
Q1 2024
|
Reliant Wealth Planning
|
BUY
|
- |
75.3K+ 14.05% |
$5.61M - $5.77M
|
611K
$45.6M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
74.4K+ 7.8% |
$5.55M - $5.7M
|
1.03M
$76.7M
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
73.2K+ 32.36% |
$5.46M - $5.61M
|
299K
$22.3M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
69.9K+ 60.38% |
$5.21M - $5.35M
|
186K
$13.8M
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
69.6KNew |
$5.19M - $5.33M
|
69.6K
$5.19M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
69.5K+ 35.25% |
$5.18M - $5.32M
|
267K
$19.9M
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
59.1K+ 9.56% |
$4.4M - $4.53M
|
677K
$50.5M
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
55.2K+ 46.68% |
$4.11M - $4.23M
|
173K
$12.9M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51.4KNew |
$3.83M - $3.94M
|
51.4K
$3.83M
|