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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 22.61% |
$1.21M - $1.24M
|
87.8K
$6.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
16.1K+ 39.82% |
$1.2M - $1.23M
|
56.5K
$4.21M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
15.9K+ 83.83% |
$1.19M - $1.22M
|
34.9K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
15.8K+ 4.29% |
$1.18M - $1.21M
|
385K
$28.7M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
15.8K+ 9.76% |
$1.18M - $1.21M
|
178K
$13.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15.7K+ 9.83% |
$1.17M - $1.21M
|
176K
$13.1M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
15.6K+ 9.94% |
$1.16M - $1.2M
|
173K
$12.9M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
15.6K+ 5.99% |
$1.16M - $1.19M
|
276K
$20.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
15.5K+ 43.65% |
$1.16M - $1.19M
|
51.1K
$3.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
15.5KNew |
$1.15M - $1.19M
|
15.5K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15.2K+ 79.53% |
$1.14M - $1.17M
|
34.4K
$2.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
15KNew |
$1.12M - $1.15M
|
15K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
14.8KNew |
$1.11M - $1.14M
|
14.8K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
14.7KNew |
$1.1M - $1.13M
|
14.7K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14.6K+ 3.7% |
$1.09M - $1.12M
|
410K
$30.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
14.4K+ 13.58% |
$1.07M - $1.11M
|
121K
$8.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
14.4K+ 7.75% |
$1.07M - $1.1M
|
199K
$14.9M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
14.3KNew |
$1.06M - $1.09M
|
14.3K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.1KNew |
$1.05M - $1.08M
|
14.1K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
13.7K+ 90.7% |
$1.02M - $1.05M
|
28.7K
$2.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
13.4K+ 8.2% |
$997K - $1.02M
|
176K
$13.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13.3K+ 4.89% |
$988K - $1.02M
|
284K
$21.2M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.2K+ 30.74% |
$986K - $1.01M
|
56.3K
$4.19M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13.1K+ 17.2% |
$972K - $1M
|
88.9K
$6.63M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
12.7K+ 18.48% |
$948K - $975K
|
81.6K
$6.08M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
12.7K+ 17.13% |
$946K - $972K
|
86.8K
$6.47M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.3K+ 58.01% |
$917K - $942K
|
33.5K
$2.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 38.11% |
$915K - $941K
|
44.5K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
12.2K+ 7.04% |
$908K - $933K
|
185K
$13.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
12.2K+ 47.18% |
$907K - $932K
|
38K
$2.83M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
12.2K+ 23.32% |
$906K - $932K
|
64.3K
$4.8M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.1K+ 50.99% |
$898K - $924K
|
35.7K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.9K+ 2.42% |
$888K - $913K
|
505K
$37.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
11.9K+ 21.34% |
$887K - $912K
|
67.7K
$5.05M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.9K+ 288.94% |
$816K - $838K
|
14.7K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10.9K+ 8.69% |
$813K - $836K
|
136K
$10.2M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
10.9K+ 6.63% |
$811K - $834K
|
175K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.8K+ 3.42% |
$806K - $829K
|
327K
$24.4M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.6K+ 6.6% |
$790K - $813K
|
171K
$12.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
10.5K+ 3.75% |
$781K - $803K
|
290K
$21.6M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2K+ 4.97% |
$759K - $780K
|
215K
$16M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
10.1K+ 31.75% |
$755K - $776K
|
42K
$3.13M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.62K+ 3.07% |
$717K - $737K
|
323K
$24.1M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.62KNew |
$717K - $737K
|
9.62K
$717K
|
|
|
Apr 17, 2024
Q1 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
9.61K+ 5.1% |
$716K - $736K
|
198K
$14.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
9.37KNew |
$698K - $717K
|
9.37K
$698K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.25K+ 7.98% |
$689K - $708K
|
125K
$9.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.8K+ 38.38% |
$656K - $674K
|
31.7K
$2.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
8.6K+ 4.89% |
$641K - $659K
|
184K
$13.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8.41K+ 192.84% |
$626K - $644K
|
12.8K
$952K
|