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 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
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
295+ 1.47% |
$22K - $22.6K
|
20.4K
$1.52M
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
295New |
$22K - $22.6K
|
295
$22K
|
|
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
|
|
May 02, 2024
Q1 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
237+ 1.71% |
$17.7K - $18.2K
|
14.1K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
229+ 3.46% |
$17.1K - $17.5K
|
6.86K
$511K
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
225+ 5.94% |
$16.8K - $17.2K
|
4.01K
$299K
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
220+ 4.47% |
$16.4K - $16.9K
|
5.14K
$383K
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
218+ 6.41% |
$16.2K - $16.7K
|
3.62K
$270K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
214+ 65.05% |
$15.9K - $16.4K
|
543
$40.5K
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
210+ 1.69% |
$15.6K - $16.1K
|
12.7K
$944K
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
200New |
$14.9K - $15.3K
|
200
$14.9K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
192+ 1.89% |
$14.3K - $14.7K
|
10.4K
$773K
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
180+ 1.38% |
$13.4K - $13.8K
|
13.2K
$985K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
174New |
$13K - $13.3K
|
174
$13K
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
174New |
$13K - $13.3K
|
174
$13K
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
172New |
$12.8K - $13.2K
|
172
$12.8K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
166+ 5.34% |
$12.4K - $12.7K
|
3.27K
$244K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
157+ 1.15% |
$11.7K - $12K
|
13.8K
$1.03M
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
142+ 4.33% |
$10.6K - $10.9K
|
3.42K
$255K
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
136+ 3.11% |
$10.1K - $10.4K
|
4.51K
$336K
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
136+ 3.31% |
$10.1K - $10.4K
|
4.24K
$316K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
129+ 1.84% |
$9.61K - $9.88K
|
7.15K
$533K
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
124+ 0.1% |
$9.24K - $9.5K
|
120K
$8.97M
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
106+ 2.74% |
$7.9K - $8.12K
|
3.97K
$296K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
104+ 48.83% |
$7.75K - $7.97K
|
317
$23.6K
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
102+ 2.51% |
$7.6K - $7.81K
|
4.16K
$310K
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
95+ 1.64% |
$7.08K - $7.28K
|
5.9K
$440K
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
94+ 3.43% |
$7K - $7.2K
|
2.84K
$211K
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
94+ 2.37% |
$7K - $7.2K
|
4.06K
$302K
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
89+ 1.66% |
$6.63K - $6.82K
|
5.46K
$407K
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
85+ 0.87% |
$6.33K - $6.51K
|
9.82K
$732K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
85+ 5.97% |
$6.33K - $6.51K
|
1.51K
$112K
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
84+ 0.15% |
$6.26K - $6.44K
|
57.5K
$4.28M
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
84+ 3.2% |
$6.26K - $6.44K
|
2.71K
$202K
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
83+ 0.31% |
$6.18K - $6.36K
|
26.6K
$1.98M
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
80+ 470.59% |
$5.96K - $6.13K
|
97
$7.23K
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
74+ 1.29% |
$5.51K - $5.67K
|
5.81K
$433K
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
69+ 46.94% |
$5.14K - $5.29K
|
216
$16.1K
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
67+ 0.01% |
$4.99K - $5.13K
|
993K
$74.1M
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66+ 1.06% |
$4.92K - $5.06K
|
6.32K
$471K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58+ 2.1% |
$4.32K - $4.44K
|
2.81K
$210K
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
50+ 119.05% |
$3.73K - $3.83K
|
92
$6.86K
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
40+ 0.61% |
$2.98K - $3.06K
|
6.55K
$488K
|