Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
2.48K+ 5.41% |
$181K - $187K
|
48.3K
$3.63M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.48K+ 3.35% |
$181K - $187K
|
76.4K
$5.75M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.46K+ 3.93% |
$180K - $186K
|
65K
$4.89M
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.46K+ 5.64% |
$180K - $185K
|
46K
$3.46M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.45K+ 81.5% |
$179K - $185K
|
5.46K
$410K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.45K+ 1.93% |
$179K - $185K
|
129K
$9.71M
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
2.41K+ 7.92% |
$176K - $182K
|
32.9K
$2.47M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.4K+ 8.03% |
$175K - $181K
|
32.3K
$2.43M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.22K+ 3.99% |
$162K - $167K
|
57.7K
$4.34M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.16K+ 7.98% |
$158K - $163K
|
29.3K
$2.2M
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.14K+ 50.94% |
$156K - $161K
|
6.33K
$476K
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.09K+ 42.92% |
$153K - $158K
|
6.97K
$524K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.09K+ 4.27% |
$153K - $158K
|
51.1K
$3.84M
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.03K+ 2.87% |
$148K - $153K
|
72.6K
$5.46M
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2K+ 21.31% |
$146K - $151K
|
11.4K
$855K
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.97K+ 2.16% |
$144K - $148K
|
92.9K
$6.99M
|
|
Aug 16, 2024
Q2 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
1.96K+ 9.94% |
$143K - $148K
|
21.7K
$1.63M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.93KNew |
$141K - $146K
|
1.93K
$145K
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.89K+ 3.29% |
$138K - $143K
|
59.4K
$4.47M
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.78K+ 7.09% |
$130K - $134K
|
26.9K
$2.02M
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.76K+ 1.35% |
$129K - $133K
|
132K
$9.94M
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.76K+ 33.05% |
$129K - $133K
|
7.08K
$532K
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.75K+ 11.89% |
$128K - $132K
|
16.5K
$1.24M
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.71K+ 3.43% |
$125K - $129K
|
51.7K
$3.89M
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.7KNew |
$124K - $128K
|
1.7K
$127K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
1.61K+ 5.02% |
$118K - $121K
|
33.7K
$2.53M
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
1.61K+ 0.87% |
$117K - $121K
|
187K
$14M
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
1.58K+ 2.14% |
$115K - $119K
|
75.3K
$5.67M
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.57K+ 8.96% |
$115K - $118K
|
19.1K
$1.44M
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.53K+ 41.76% |
$112K - $115K
|
5.18K
$390K
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.53K+ 48.54% |
$112K - $115K
|
4.67K
$351K
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.45K+ 4.16% |
$106K - $110K
|
36.4K
$2.74M
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.43K+ 2.05% |
$105K - $108K
|
71.1K
$5.35M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.42K+ 2.04% |
$104K - $107K
|
71.1K
$5.35M
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.42K+ 2.63% |
$104K - $107K
|
55.4K
$4.17M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.39KNew |
$102K - $105K
|
1.39K
$104K
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.39K+ 10.94% |
$101K - $104K
|
14K
$1.06M
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.31K+ 0.56% |
$96K - $99K
|
235K
$17.7M
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.28K+ 39.99% |
$93.6K - $96.6K
|
4.48K
$337K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.28K+ 12.13% |
$93.3K - $96.2K
|
11.8K
$887K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.26K+ 6.23% |
$91.9K - $94.8K
|
21.4K
$1.61M
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.24K+ 7.89% |
$90.8K - $93.6K
|
17K
$1.28M
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.23KNew |
$90.2K - $93.1K
|
1.23K
$92.8K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.23K+ 0.97% |
$89.9K - $92.7K
|
128K
$9.62M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.22K+ 80.66% |
$89.1K - $91.9K
|
2.73K
$205K
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.22K+ 5.85% |
$89K - $91.8K
|
22K
$1.66M
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.2K+ 23.98% |
$87.8K - $90.5K
|
6.21K
$467K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.19K+ 9.22% |
$87K - $89.8K
|
14.1K
$1.06M
|
|
Jul 24, 2024
Q2 2024
|
Ht Partners LLC
|
BUY
|
- |
1.15K+ 6.64% |
$84.1K - $86.7K
|
18.5K
$1.39M
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.15KNew |
$83.8K - $86.4K
|
1.15K
$86.2K
|