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 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
8.29KNew |
$617K - $635K
|
8.29K
$618K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.11K+ 12.04% |
$604K - $621K
|
75.4K
$5.62M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.06K+ 63.68% |
$601K - $618K
|
20.7K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
8.04K+ 6.57% |
$599K - $616K
|
130K
$9.72M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
8.01K+ 9.73% |
$597K - $614K
|
90.3K
$6.73M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7.99K+ 3.21% |
$596K - $612K
|
257K
$19.2M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.93K+ 1.94% |
$591K - $608K
|
417K
$31.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
7.85K+ 4.77% |
$585K - $601K
|
173K
$12.9M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
7.61K+ 103.48% |
$567K - $583K
|
15K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.57K+ 221.7% |
$564K - $580K
|
11K
$819K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
7.55K+ 19.74% |
$562K - $578K
|
45.8K
$3.41M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.23K+ 28.2% |
$539K - $554K
|
32.9K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.15K+ 9.43% |
$532K - $547K
|
82.9K
$6.18M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
6.89K+ 7.35% |
$514K - $528K
|
101K
$7.51M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.79K+ 4.06% |
$506K - $520K
|
174K
$13M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.75K+ 11.24% |
$503K - $517K
|
66.8K
$4.98M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.58K+ 18.42% |
$490K - $504K
|
42.3K
$3.15M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.55K+ 12.23% |
$488K - $502K
|
60.1K
$4.48M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.5K+ 9.12% |
$484K - $498K
|
77.8K
$5.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
6.46K+ 0.86% |
$481K - $495K
|
756K
$56.4M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.25K+ 75.4% |
$466K - $479K
|
14.5K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.22K+ 14.17% |
$463K - $476K
|
50.1K
$3.73M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
6K+ 26.46% |
$447K - $459K
|
28.7K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.92K+ 1.14% |
$441K - $453K
|
527K
$39.3M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.87K+ 10.41% |
$438K - $450K
|
62.3K
$4.64M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.85K+ 9.17% |
$436K - $448K
|
69.7K
$5.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.8KNew |
$432K - $444K
|
5.8K
$432K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.77K+ 76.32% |
$430K - $442K
|
13.3K
$993K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.76K+ 3.16% |
$429K - $442K
|
188K
$14M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
5.62K+ 4.7% |
$419K - $430K
|
125K
$9.34M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
5.47K+ 3.05% |
$407K - $419K
|
185K
$13.8M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
5.45KNew |
$406K - $417K
|
5.45K
$406K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.44K+ 1.3% |
$405K - $417K
|
423K
$31.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
5.39K+ 6.73% |
$401K - $413K
|
85.4K
$6.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
5.38K+ 7.87% |
$401K - $412K
|
73.8K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.3K+ 0.21% |
$395K - $406K
|
2.58M
$192M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.29KNew |
$394K - $405K
|
5.29K
$394K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5.06K+ 13.16% |
$377K - $388K
|
43.5K
$3.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5K+ 13.9% |
$373K - $383K
|
41K
$3.05M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.84K+ 5.15% |
$360K - $370K
|
98.7K
$7.36M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.83KNew |
$360K - $370K
|
4.83K
$360K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.76K+ 11.17% |
$355K - $365K
|
47.4K
$3.53M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.74K+ 7.33% |
$353K - $363K
|
69.5K
$5.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
4.64K+ 5.04% |
$346K - $355K
|
96.7K
$7.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
4.63K+ 10.3% |
$345K - $355K
|
49.6K
$3.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
4.61KNew |
$343K - $353K
|
4.61K
$343K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.59K+ 0.48% |
$342K - $351K
|
955K
$71.2M
|
|
|
May 13, 2024
Q1 2024
|
True Wealth Financial Partners
|
BUY
|
- |
4.51K+ 4.74% |
$336K - $346K
|
99.7K
$7.43M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.37K+ 3.57% |
$326K - $335K
|
127K
$9.45M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.35K+ 26.71% |
$324K - $333K
|
20.6K
$1.54M
|