Purchases and Sales Made in Q1 2025 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 2025. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.42K+ 88.34% |
$253K - $262K
|
7.3K
$555K
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.36KNew |
$248K - $257K
|
3.36K
$255K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.35KNew |
$247K - $257K
|
3.35K
$255K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.33K+ 1.65% |
$246K - $255K
|
205K
$15.6M
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.23K+ 52.19% |
$238K - $247K
|
9.4K
$715K
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
3.2K+ 2.94% |
$236K - $245K
|
112K
$8.5M
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
3.08K+ 11.77% |
$227K - $236K
|
29.2K
$2.22M
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.05K+ 18.08% |
$225K - $234K
|
19.9K
$1.51M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.03K+ 13.75% |
$223K - $232K
|
25.1K
$1.9M
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.97KNew |
$219K - $228K
|
2.97K
$226K
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.91K+ 1.71% |
$215K - $223K
|
173K
$13.1M
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.73KNew |
$201K - $209K
|
2.73K
$208K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.62KNew |
$193K - $200K
|
2.62K
$199K
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
2.48K+ 6.53% |
$183K - $190K
|
40.4K
$3.07M
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.28K+ 27.44% |
$169K - $175K
|
10.6K
$806K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.21K+ 47.22% |
$163K - $169K
|
6.89K
$524K
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
2.17K+ 11.3% |
$160K - $166K
|
21.3K
$1.62M
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.15K+ 2.97% |
$159K - $165K
|
74.6K
$5.67M
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.11K+ 7.27% |
$155K - $161K
|
31.1K
$2.36M
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.93K+ 6.39% |
$142K - $148K
|
32.1K
$2.44M
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
1.85K+ 4.29% |
$137K - $142K
|
45K
$3.42M
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.65K+ 6.98% |
$122K - $126K
|
25.3K
$1.92M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 16.58% |
$109K - $113K
|
10.4K
$788K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.24K+ 1.73% |
$91.6K - $95.1K
|
73.2K
$5.56M
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.24K+ 13.96% |
$91.3K - $94.8K
|
10.1K
$768K
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.17K+ 3.6% |
$86.2K - $89.5K
|
33.7K
$2.56M
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.1K+ 2.66% |
$81.2K - $84.3K
|
42.5K
$3.23M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.06K+ 2.12% |
$78.2K - $81.2K
|
51K
$3.88M
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
895+ 8.45% |
$66K - $68.5K
|
11.5K
$873K
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
817+ 1.35% |
$60.3K - $62.6K
|
61.3K
$4.66M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
715+ 18.66% |
$52.8K - $54.8K
|
4.55K
$346K
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
696+ 2.75% |
$51.4K - $53.3K
|
26K
$1.97M
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
681+ 1.08% |
$50.2K - $52.2K
|
64K
$4.86M
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
663New |
$48.9K - $50.8K
|
663
$50.4K
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
599+ 0.85% |
$44.2K - $45.9K
|
70.9K
$5.39M
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
597+ 1.0% |
$44K - $45.7K
|
60.2K
$4.57M
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
587+ 9.33% |
$43.3K - $45K
|
6.88K
$523K
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
509+ 0.68% |
$37.6K - $39K
|
75K
$5.7M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
456+ 5.99% |
$33.6K - $34.9K
|
8.07K
$614K
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
430+ 4.93% |
$31.7K - $32.9K
|
9.15K
$695K
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
367+ 0.95% |
$27.1K - $28.1K
|
39.1K
$2.97M
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
341+ 56.18% |
$25.2K - $26.1K
|
948
$72K
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
323+ 1.09% |
$23.8K - $24.7K
|
30K
$2.28M
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
308New |
$22.7K - $23.6K
|
308
$23.4K
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
266+ 0.8% |
$19.6K - $20.4K
|
33.6K
$2.55M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
257+ 0.33% |
$19K - $19.7K
|
78.8K
$5.99M
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
242New |
$17.9K - $18.5K
|
242
$18.4K
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
232+ 3.27% |
$17.1K - $17.8K
|
7.32K
$557K
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
208+ 4.69% |
$15.3K - $15.9K
|
4.64K
$353K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
206New |
$15.2K - $15.8K
|
206
$15.7K
|