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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-11.9K- 37.01% |
$884K - $909K
|
20.2K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.9K- 1.19% |
$884K - $909K
|
988K
$73.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Signify Wealth
|
SELL
|
- |
-12.1K- 66.62% |
$905K - $930K
|
6.08K
$453K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.4K- 27.52% |
$998K - $1.03M
|
35.3K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15.2K- 17.77% |
$1.13M - $1.16M
|
70.1K
$5.23M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-16.6K- 0.63% |
$1.24M - $1.27M
|
2.61M
$195M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-16.8K- 18.06% |
$1.25M - $1.29M
|
76.2K
$5.68M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17.7K- 11.84% |
$1.32M - $1.36M
|
132K
$9.85M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.2K- 4.1% |
$1.35M - $1.39M
|
425K
$31.7M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-18.4K- 74.47% |
$1.37M - $1.41M
|
6.29K
$469K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-18.6KClosed |
$1.39M - $1.43M
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-19.7K- 62.1% |
$1.47M - $1.51M
|
12K
$896K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-19.9K- 4.82% |
$1.48M - $1.52M
|
392K
$29.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-20.2K- 84.34% |
$1.51M - $1.55M
|
3.75K
$280K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-21.7K- 75.83% |
$1.61M - $1.66M
|
6.9K
$515K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-23.1K- 5.93% |
$1.72M - $1.77M
|
366K
$27.3M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-23.2K- 44.54% |
$1.73M - $1.78M
|
28.9K
$2.15M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-23.6K- 39.19% |
$1.76M - $1.81M
|
36.6K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-26.8K- 13.79% |
$2M - $2.05M
|
168K
$12.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-27.3K- 6.84% |
$2.03M - $2.09M
|
372K
$27.7M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-27.4K- 30.23% |
$2.04M - $2.1M
|
63.3K
$4.72M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-33K- 64.35% |
$2.46M - $2.53M
|
18.3K
$1.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-34.1K- 5.08% |
$2.54M - $2.61M
|
636K
$47.4M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-34.2K- 48.87% |
$2.55M - $2.62M
|
35.8K
$2.67M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-38.4K- 11.2% |
$2.86M - $2.94M
|
304K
$22.7M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-40.4K- 73.05% |
$3.01M - $3.09M
|
14.9K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-40.7K- 24.31% |
$3.03M - $3.12M
|
127K
$9.45M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-43.3K- 1.99% |
$3.22M - $3.32M
|
2.13M
$159M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-44.7K- 46.91% |
$3.33M - $3.42M
|
50.6K
$3.77M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-45.4K- 22.54% |
$3.38M - $3.48M
|
156K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-51.1K- 14.47% |
$3.81M - $3.92M
|
302K
$22.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-51.3K- 48.06% |
$3.83M - $3.93M
|
55.5K
$4.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-58.7K- 80.45% |
$4.37M - $4.49M
|
14.3K
$1.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-71.3K- 86.49% |
$5.31M - $5.46M
|
11.1K
$830K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-76.9K- 52.37% |
$5.73M - $5.89M
|
70K
$5.22M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-77.9K- 47.81% |
$5.8M - $5.97M
|
85K
$6.34M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-84.1K- 18.71% |
$6.26M - $6.44M
|
365K
$27.2M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-89.4K- 31.32% |
$6.66M - $6.85M
|
196K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-109K- 82.02% |
$8.09M - $8.32M
|
23.8K
$1.77M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-116K- 2.25% |
$8.63M - $8.87M
|
5.03M
$375M
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-126K- 87.84% |
$9.4M - $9.66M
|
17.5K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-131K- 2.55% |
$9.79M - $10.1M
|
5.03M
$375M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-131K- 2.55% |
$9.79M - $10.1M
|
5.03M
$375M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-146K- 88.29% |
$10.8M - $11.1M
|
19.3K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-165K- 78.27% |
$12.3M - $12.7M
|
45.9K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-173K- 84.2% |
$12.9M - $13.3M
|
32.5K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-177K- 96.25% |
$13.2M - $13.5M
|
6.88K
$513K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-205K- 5.21% |
$15.3M - $15.7M
|
3.73M
$278M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-230K- 98.63% |
$17.2M - $17.7M
|
3.2K
$239K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-319K- 43.44% |
$23.8M - $24.4M
|
415K
$31M
|