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
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.11K+ 6.75% |
$82.6K - $84.9K
|
17.5K
$1.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$81.6K - $83.9K
|
1.1K
$81.6K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.08K+ 3.37% |
$80.7K - $83K
|
33.2K
$2.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.04K+ 2.2% |
$77.3K - $79.5K
|
48.2K
$3.59M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
985+ 23.21% |
$73.4K - $75.5K
|
5.23K
$390K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
982+ 34.9% |
$73.2K - $75.2K
|
3.8K
$283K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
966+ 17.07% |
$72K - $74K
|
6.63K
$494K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
962+ 4.65% |
$71.7K - $73.7K
|
21.6K
$1.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
913+ 162.46% |
$68K - $69.9K
|
1.48K
$110K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
909+ 11.83% |
$67.7K - $69.6K
|
8.59K
$641K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
884+ 7.02% |
$65.9K - $67.7K
|
13.5K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
875+ 4.64% |
$65.2K - $67K
|
19.7K
$1.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
834+ 31.44% |
$62.1K - $63.9K
|
3.49K
$260K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
815+ 3.03% |
$60.7K - $62.4K
|
27.7K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
804+ 4.47% |
$59.9K - $61.6K
|
18.8K
$1.4M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
786+ 8.35% |
$58.6K - $60.2K
|
10.2K
$761K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
782+ 16.14% |
$58.3K - $59.9K
|
5.63K
$419K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
770+ 19.05% |
$57.4K - $59K
|
4.81K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
740+ 0.5% |
$55.1K - $56.7K
|
149K
$11.1M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
736+ 1.38% |
$54.8K - $56.4K
|
54K
$4.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
726+ 9.47% |
$54.1K - $55.6K
|
8.39K
$626K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
690+ 4.31% |
$51.4K - $52.9K
|
16.7K
$1.24M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
649+ 14.01% |
$48.4K - $49.7K
|
5.28K
$394K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
645+ 172.0% |
$48.1K - $49.4K
|
1.02K
$76K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
645+ 19.5% |
$48.1K - $49.4K
|
3.95K
$295K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
605+ 11.27% |
$45.1K - $46.3K
|
5.97K
$445K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
587+ 3.96% |
$43.7K - $45K
|
15.4K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
581New |
$43.3K - $44.5K
|
581
$43.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
565+ 4.82% |
$42.1K - $43.3K
|
12.3K
$917K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
557+ 190.75% |
$41.5K - $42.7K
|
849
$63.3K
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
545+ 3.67% |
$40.6K - $41.8K
|
15.4K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
521+ 0.55% |
$38.8K - $39.9K
|
94.5K
$7.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
518+ 1.76% |
$38.6K - $39.7K
|
29.9K
$2.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
516+ 4.97% |
$38.4K - $39.5K
|
10.9K
$813K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
482+ 6.4% |
$35.9K - $36.9K
|
8.02K
$598K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
472New |
$35.2K - $36.2K
|
472
$35.2K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
462+ 616.0% |
$34.4K - $35.4K
|
537
$40K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
461+ 0.96% |
$34.3K - $35.3K
|
48.7K
$3.63M
|
|
|
May 13, 2024
Q1 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
460+ 0.48% |
$34.3K - $35.2K
|
95.7K
$7.13M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
437+ 18.07% |
$32.6K - $33.5K
|
2.86K
$213K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
406+ 11.04% |
$30.3K - $31.1K
|
4.09K
$305K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
404+ 37.27% |
$30.1K - $31K
|
1.49K
$111K
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
400+ 3.43% |
$29.8K - $30.6K
|
12K
$898K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
393+ 2.13% |
$29.3K - $30.1K
|
18.9K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
384+ 4.02% |
$28.6K - $29.4K
|
9.94K
$741K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
371+ 2.96% |
$27.6K - $28.4K
|
12.9K
$963K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
371+ 1.19% |
$27.6K - $28.4K
|
31.6K
$2.36M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
355+ 9.99% |
$26.5K - $27.2K
|
3.91K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
346+ 4.76% |
$25.8K - $26.5K
|
7.62K
$568K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
330New |
$24.6K - $25.3K
|
330
$24.6K
|