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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.03K+ 13.75% |
$223K - $232K
|
25.1K
$1.91M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.97KNew |
$219K - $228K
|
2.97K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.97KNew |
$219K - $228K
|
2.97K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.96KNew |
$219K - $227K
|
2.96K
$226K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.94K+ 4.25% |
$217K - $225K
|
72.1K
$5.51M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.94K+ 3970.27% |
$217K - $225K
|
3.01K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.91K+ 1.71% |
$215K - $223K
|
173K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.85KNew |
$210K - $218K
|
2.85K
$218K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.73KNew |
$201K - $209K
|
2.73K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.67KNew |
$197K - $204K
|
2.67K
$204K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2.64KNew |
$195K - $203K
|
2.64K
$202K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.62K+ 1.11% |
$193K - $201K
|
239K
$18.3M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.62KNew |
$193K - $200K
|
2.62K
$200K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
2.48K+ 6.53% |
$183K - $190K
|
40.4K
$3.09M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
2.44K+ 8.06% |
$180K - $187K
|
32.7K
$2.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.36K+ 15.47% |
$174K - $180K
|
17.6K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
2.32K+ 3.67% |
$171K - $178K
|
65.6K
$5.01M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.29K+ 13.85% |
$169K - $175K
|
18.8K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.29K+ 6.42% |
$169K - $175K
|
37.9K
$2.89M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.28K+ 27.44% |
$169K - $175K
|
10.6K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.28K+ 3.68% |
$168K - $175K
|
64.3K
$4.91M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.27K+ 51.56% |
$167K - $173K
|
6.66K
$509K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.21K+ 47.22% |
$163K - $169K
|
6.89K
$527K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.2K+ 55.49% |
$163K - $169K
|
6.17K
$472K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
2.18K+ 33.53% |
$161K - $167K
|
8.68K
$663K
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
2.17K+ 11.3% |
$160K - $166K
|
21.3K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.15K+ 2.97% |
$159K - $165K
|
74.6K
$5.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.11K+ 7.27% |
$155K - $161K
|
31.1K
$2.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.08K+ 5.28% |
$154K - $160K
|
41.6K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.01K+ 9.66% |
$148K - $154K
|
22.8K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.95K+ 32.45% |
$144K - $150K
|
7.97K
$609K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.93K+ 6.39% |
$142K - $148K
|
32.1K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
1.85K+ 4.29% |
$137K - $142K
|
45K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.82K+ 19.74% |
$134K - $139K
|
11K
$844K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.81K+ 38.5% |
$134K - $139K
|
6.52K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.78K+ 71.11% |
$131K - $136K
|
4.27K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.76K+ 1.0% |
$130K - $135K
|
178K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.75K+ 15.22% |
$129K - $134K
|
13.3K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 25.09% |
$127K - $132K
|
8.61K
$658K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.72K+ 3.98% |
$127K - $131K
|
44.9K
$3.43M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.71K+ 20.52% |
$126K - $131K
|
10K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.69K+ 2.86% |
$125K - $129K
|
60.7K
$4.63M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.68K+ 27.6% |
$124K - $128K
|
7.75K
$592K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.65K+ 6.98% |
$122K - $126K
|
25.3K
$1.93M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.63K+ 29.12% |
$120K - $125K
|
7.22K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.6K+ 1.14% |
$118K - $123K
|
142K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.57K+ 11.55% |
$116K - $120K
|
15.1K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.49K+ 49.39% |
$110K - $114K
|
4.52K
$345K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.49K+ 1183.33% |
$110K - $114K
|
1.62K
$124K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 16.58% |
$109K - $113K
|
10.4K
$792K
|