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 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.36K+ 9.18% |
$396K - $411K
|
63.8K
$4.87M
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.26KNew |
$388K - $403K
|
5.26K
$402K
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
5.22K+ 6.27% |
$385K - $399K
|
88.4K
$6.75M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
5.18KNew |
$382K - $397K
|
5.18K
$396K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.18K+ 50.9% |
$382K - $397K
|
15.4K
$1.17M
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.13K+ 4.16% |
$379K - $393K
|
129K
$9.83M
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
5.04K+ 43.2% |
$372K - $386K
|
16.7K
$1.28M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.02K+ 28.08% |
$370K - $384K
|
22.9K
$1.75M
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
5.01K+ 1.69% |
$370K - $384K
|
302K
$23.1M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5KNew |
$369K - $383K
|
5K
$382K
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.94K+ 5.69% |
$365K - $379K
|
91.8K
$7.02M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4.89K+ 6.04% |
$361K - $375K
|
85.9K
$6.56M
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.88K+ 33.47% |
$360K - $374K
|
19.5K
$1.49M
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
4.8K+ 10.52% |
$354K - $367K
|
50.4K
$3.85M
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.66K+ 684.58% |
$344K - $357K
|
5.34K
$408K
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
4.62K+ 144.79% |
$341K - $354K
|
7.82K
$597K
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
4.54K+ 9.73% |
$335K - $348K
|
51.2K
$3.91M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.53K+ 14.49% |
$334K - $347K
|
35.8K
$2.73M
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.4K+ 7.83% |
$325K - $337K
|
60.6K
$4.63M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
4.39KNew |
$324K - $336K
|
4.39K
$335K
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.34K+ 9.97% |
$321K - $333K
|
47.9K
$3.66M
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.29K+ 177.17% |
$317K - $329K
|
6.71K
$513K
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.29KNew |
$316K - $328K
|
4.29K
$328K
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
4.27K+ 7.48% |
$315K - $327K
|
61.3K
$4.68M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.26KNew |
$315K - $327K
|
4.26K
$326K
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.18K+ 4.07% |
$308K - $320K
|
107K
$8.16M
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
4.09K+ 11.38% |
$302K - $314K
|
40.1K
$3.06M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.01K+ 119.43% |
$296K - $307K
|
7.38K
$564K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.01K+ 8.21% |
$295K - $307K
|
52.8K
$4.03M
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.94K+ 9.67% |
$290K - $301K
|
44.6K
$3.41M
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
3.9K+ 10.13% |
$287K - $298K
|
42.4K
$3.24M
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.83K+ 209.59% |
$282K - $293K
|
5.65K
$432K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.75K+ 4.34% |
$277K - $287K
|
90.2K
$6.89M
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
3.7K+ 4.34% |
$273K - $283K
|
89K
$6.8M
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
3.58KNew |
$264K - $274K
|
3.58K
$274K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.58K+ 5.2% |
$264K - $274K
|
72.3K
$5.53M
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
3.51K+ 4.9% |
$259K - $269K
|
75.2K
$5.75M
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
3.49KNew |
$258K - $268K
|
3.49K
$267K
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.48K+ 96.5% |
$257K - $266K
|
7.08K
$541K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.42K+ 88.34% |
$253K - $262K
|
7.3K
$558K
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
3.37K+ 3.34% |
$249K - $258K
|
104K
$7.98M
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.36KNew |
$248K - $257K
|
3.36K
$257K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.35KNew |
$247K - $257K
|
3.35K
$256K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.33K+ 1.65% |
$246K - $255K
|
205K
$15.7M
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.24K+ 4.57% |
$239K - $248K
|
74.1K
$5.66M
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.23K+ 52.19% |
$238K - $247K
|
9.4K
$719K
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
3.2K+ 2.94% |
$236K - $245K
|
112K
$8.55M
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.11KNew |
$229K - $238K
|
3.11K
$237K
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
3.08K+ 11.77% |
$227K - $236K
|
29.2K
$2.23M
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.05K+ 18.08% |
$225K - $234K
|
19.9K
$1.52M
|