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 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.66K+ 3.02% |
$198K - $204K
|
90.9K
$6.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
2.66K+ 7.43% |
$198K - $204K
|
38.4K
$2.86M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.66KNew |
$198K - $204K
|
2.66K
$198K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.64K+ 16.02% |
$197K - $203K
|
19.1K
$1.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.64K+ 36.03% |
$197K - $202K
|
9.96K
$743K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.62K+ 2.56% |
$195K - $201K
|
105K
$7.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
2.55K+ 16.65% |
$190K - $195K
|
17.8K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.47K+ 18.62% |
$184K - $189K
|
15.7K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.46K+ 8.7% |
$183K - $188K
|
30.7K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.45K+ 176.62% |
$182K - $188K
|
3.83K
$286K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.45K+ 5.75% |
$182K - $188K
|
45K
$3.35M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.38K+ 35.62% |
$177K - $182K
|
9.05K
$675K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.3K+ 14.72% |
$171K - $176K
|
17.9K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.24K+ 63.49% |
$167K - $172K
|
5.78K
$431K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.23K+ 1.56% |
$166K - $171K
|
145K
$10.8M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.22K+ 5.09% |
$166K - $170K
|
45.9K
$3.42M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
2.17K+ 7.72% |
$161K - $166K
|
30.2K
$2.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.17K+ 25.84% |
$161K - $166K
|
10.5K
$786K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 12.39% |
$160K - $164K
|
19.5K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.14K+ 68.63% |
$159K - $164K
|
5.26K
$392K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.97K+ 32.37% |
$147K - $151K
|
8.06K
$601K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.9K+ 1.26% |
$141K - $145K
|
153K
$11.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.79K+ 57.4% |
$133K - $137K
|
4.91K
$366K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.78K+ 56.08% |
$132K - $136K
|
4.94K
$368K
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
BUY
|
- |
1.77K+ 11.36% |
$132K - $135K
|
17.3K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.77KNew |
$132K - $135K
|
1.77K
$132K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.72K+ 5.77% |
$128K - $131K
|
31.5K
$2.35M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.7KNew |
$127K - $130K
|
1.7K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.67K+ 2.26% |
$124K - $128K
|
75.3K
$5.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.67K+ 16.32% |
$124K - $128K
|
11.9K
$885K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.62K+ 17.84% |
$121K - $124K
|
10.7K
$799K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.54K+ 19.94% |
$115K - $118K
|
9.29K
$692K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.53K+ 5.71% |
$114K - $117K
|
28.3K
$2.11M
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.53K+ 5.67% |
$114K - $117K
|
28.5K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.53K+ 7.9% |
$114K - $117K
|
20.8K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.51KNew |
$113K - $116K
|
1.51K
$113K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.47K+ 12241.67% |
$109K - $113K
|
1.48K
$110K
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
1.46K+ 0.32% |
$109K - $112K
|
464K
$34.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.44K+ 32.09% |
$107K - $110K
|
5.93K
$442K
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.44K+ 7.41% |
$107K - $110K
|
20.8K
$1.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
1.43K+ 19.12% |
$106K - $109K
|
8.88K
$662K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.4KNew |
$104K - $107K
|
1.4K
$104K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.38K+ 12.45% |
$103K - $106K
|
12.5K
$930K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.33K+ 4.53% |
$98.8K - $102K
|
30.6K
$2.28M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.24K+ 5.17% |
$92.5K - $95.1K
|
25.2K
$1.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.24K+ 5.83% |
$92K - $94.6K
|
22.4K
$1.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.2K+ 36.92% |
$89.4K - $91.9K
|
4.45K
$332K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$87.8K - $90.2K
|
1.18K
$87.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.16K+ 4.94% |
$86.1K - $88.6K
|
24.5K
$1.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.15K+ 4.1% |
$85.6K - $88K
|
29.2K
$2.18M
|