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 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.13K+ 4.11% |
$674K - $699K
|
231K
$17.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.02K+ 7.15% |
$666K - $691K
|
135K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
8.89KNew |
$656K - $681K
|
8.89K
$679K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
8.78K+ 12.02% |
$648K - $673K
|
81.9K
$6.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.6K+ 19.45% |
$635K - $659K
|
52.8K
$4.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8.57K+ 10.67% |
$632K - $656K
|
88.8K
$6.79M
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
8.55K+ 3.14% |
$631K - $655K
|
281K
$21.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
8.47K+ 2.13% |
$625K - $648K
|
405K
$31M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.18K+ 17.74% |
$603K - $626K
|
54.2K
$4.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
8.15K+ 22.01% |
$602K - $625K
|
45.2K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
8.15K+ 4.63% |
$601K - $624K
|
184K
$14.1M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
7.92K+ 69.16% |
$584K - $607K
|
19.4K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
7.89K+ 3.41% |
$582K - $605K
|
240K
$18.3M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.73K+ 2.29% |
$570K - $592K
|
346K
$26.4M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
7.49K+ 2.81% |
$552K - $573K
|
274K
$21M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
7.48K+ 11.14% |
$552K - $573K
|
74.6K
$5.7M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
7.45KNew |
$549K - $570K
|
7.45K
$569K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.42K+ 121.53% |
$547K - $568K
|
13.5K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
7.41K+ 12.05% |
$547K - $568K
|
68.9K
$5.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
7.39K+ 14.92% |
$545K - $566K
|
56.9K
$4.35M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.38K+ 163.36% |
$545K - $566K
|
11.9K
$910K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.32K+ 12.2% |
$540K - $560K
|
67.3K
$5.14M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
7.28K+ 4.42% |
$537K - $558K
|
172K
$13.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
7.17K+ 7.61% |
$529K - $549K
|
101K
$7.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
6.83K+ 346.62% |
$504K - $523K
|
8.79K
$672K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
6.78K+ 4.42% |
$500K - $519K
|
160K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
6.78K+ 2.54% |
$500K - $519K
|
274K
$20.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.74K+ 6.0% |
$497K - $516K
|
119K
$9.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.72K+ 20.33% |
$496K - $515K
|
39.8K
$3.04M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.65K+ 8.33% |
$491K - $509K
|
86.5K
$6.61M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
6.65KNew |
$490K - $509K
|
6.65K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
6.64K+ 14.77% |
$490K - $508K
|
51.6K
$3.94M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
6.61K+ 10.01% |
$488K - $506K
|
72.7K
$5.55M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.47K+ 5.27% |
$477K - $495K
|
129K
$9.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.41K+ 100.6% |
$473K - $491K
|
12.8K
$976K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.35KNew |
$469K - $486K
|
6.35K
$485K
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
6.33K+ 2.03% |
$467K - $485K
|
317K
$24.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
6.21K+ 11.3% |
$458K - $475K
|
61.1K
$4.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.11K+ 28.34% |
$450K - $468K
|
27.6K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.89K+ 4.31% |
$434K - $451K
|
143K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.84K+ 132.19% |
$431K - $448K
|
10.3K
$784K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.75K+ 84.74% |
$424K - $440K
|
12.5K
$957K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5.69K+ 6.82% |
$420K - $436K
|
89.2K
$6.82M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.64KNew |
$416K - $432K
|
5.64K
$431K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5.52K+ 6.4% |
$407K - $423K
|
91.7K
$7.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
5.47K+ 10.97% |
$403K - $419K
|
55.3K
$4.23M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.46K+ 9.46% |
$403K - $418K
|
63.1K
$4.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
5.41K+ 18.24% |
$399K - $414K
|
35.1K
$2.68M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
5.4KNew |
$399K - $414K
|
5.4K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.39K+ 3.37% |
$397K - $413K
|
165K
$12.6M
|