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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
54.7K+ 1402.75% |
$4.03M - $4.19M
|
58.5K
$4.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53.5K+ 3.13% |
$3.95M - $4.1M
|
1.76M
$135M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
52.8KNew |
$3.89M - $4.04M
|
52.8K
$4.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
51.4KNew |
$3.79M - $3.94M
|
51.4K
$3.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
49.4K+ 16.08% |
$3.64M - $3.78M
|
357K
$27.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.2K+ 12.43% |
$3.48M - $3.61M
|
427K
$32.6M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
46.9K+ 8.88% |
$3.46M - $3.59M
|
575K
$43.9M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
46K+ 367.36% |
$3.39M - $3.52M
|
58.5K
$4.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
44.3K+ 23.57% |
$3.27M - $3.39M
|
232K
$17.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.3K+ 4.87% |
$3.27M - $3.39M
|
954K
$72.9M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
43K+ 2.74% |
$3.17M - $3.3M
|
1.61M
$123M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
43K+ 77.51% |
$3.17M - $3.29M
|
98.4K
$7.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
42.5K+ 47.99% |
$3.13M - $3.25M
|
131K
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
41.2K+ 4.51% |
$3.04M - $3.16M
|
955K
$73M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
40.8K+ 10.78% |
$3.01M - $3.12M
|
419K
$32M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
39.5K+ 28.71% |
$2.92M - $3.03M
|
177K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
38.2K+ 9.54% |
$2.82M - $2.93M
|
439K
$33.5M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
36.8K+ 13.51% |
$2.72M - $2.82M
|
309K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36.1K+ 6.26% |
$2.66M - $2.77M
|
613K
$46.8M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
35.8KNew |
$2.64M - $2.74M
|
35.8K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
35.5KNew |
$2.62M - $2.72M
|
35.5K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
34.6K+ 5.41% |
$2.55M - $2.65M
|
674K
$51.5M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
33.9K+ 13.66% |
$2.5M - $2.6M
|
282K
$21.6M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
33.4KNew |
$2.46M - $2.55M
|
33.4K
$2.55M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
32.9K+ 7.68% |
$2.43M - $2.52M
|
462K
$35.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
31.8KNew |
$2.34M - $2.43M
|
31.8K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.1K+ 3.65% |
$2.3M - $2.38M
|
884K
$67.5M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
29.3K+ 13.34% |
$2.16M - $2.24M
|
249K
$19M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
28.5K+ 52.1% |
$2.1M - $2.18M
|
83.2K
$6.35M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
27.9K+ 2.27% |
$2.06M - $2.14M
|
1.26M
$96.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
25.7K+ 252.93% |
$1.9M - $1.97M
|
35.9K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Lincoln National Corp
|
BUY
|
- |
24.6K+ 1.24% |
$1.82M - $1.89M
|
2.02M
$154M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
24.1K+ 20.9% |
$1.78M - $1.85M
|
140K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24K+ 5.7% |
$1.77M - $1.84M
|
445K
$34M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
23.8K+ 264.53% |
$1.76M - $1.82M
|
32.8K
$2.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23.5K+ 6.21% |
$1.74M - $1.8M
|
403K
$30.8M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
23.5K+ 6.59% |
$1.74M - $1.8M
|
381K
$29.1M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
23.5KNew |
$1.73M - $1.8M
|
23.5K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
23.3K+ 117.14% |
$1.72M - $1.79M
|
43.2K
$3.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
22.8KNew |
$1.68M - $1.75M
|
22.8K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
22.6K+ 56.08% |
$1.67M - $1.73M
|
63K
$4.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
22.3K+ 7.82% |
$1.64M - $1.71M
|
307K
$23.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
22.2K+ 23.58% |
$1.64M - $1.7M
|
116K
$8.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.4KNew |
$1.58M - $1.64M
|
21.4K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20.7KNew |
$1.53M - $1.59M
|
20.7K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
20.7K+ 3.25% |
$1.53M - $1.58M
|
656K
$50.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
20.5K+ 8.85% |
$1.51M - $1.57M
|
252K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
20K+ 40.26% |
$1.47M - $1.53M
|
69.5K
$5.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
18.8KNew |
$1.39M - $1.44M
|
18.8K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
18.8K+ 71.23% |
$1.39M - $1.44M
|
45.2K
$3.45M
|