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
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
909+ 11.83% |
$67.7K - $69.6K
|
8.59K
$640K
|
|
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
$760K
|
|
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
$916K
|
|
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
$597K
|
|
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
$304K
|
|
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
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
371+ 1.19% |
$27.6K - $28.4K
|
31.6K
$2.36M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
371+ 2.96% |
$27.6K - $28.4K
|
12.9K
$962K
|
|
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
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
310+ 85.87% |
$23.1K - $23.7K
|
671
$50K
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
304+ 1.24% |
$22.7K - $23.3K
|
24.8K
$1.85M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
300New |
$22.4K - $23K
|
300
$22.4K
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
295New |
$22K - $22.6K
|
295
$22K
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
295+ 1.47% |
$22K - $22.6K
|
20.4K
$1.52M
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
278+ 1.06% |
$20.7K - $21.3K
|
26.5K
$1.98M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
258+ 12.69% |
$19.2K - $19.8K
|
2.29K
$171K
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
252+ 0.74% |
$18.8K - $19.3K
|
34.3K
$2.55M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
244+ 4.52% |
$18.2K - $18.7K
|
5.64K
$420K
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
244+ 1.84% |
$18.2K - $18.7K
|
13.5K
$1.01M
|