Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.82K+ 106.8% |
$135K - $144K
|
3.53K
$263K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.82K+ 6.66% |
$135K - $143K
|
29.1K
$2.17M
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.68K+ 6.52% |
$125K - $133K
|
27.5K
$2.05M
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
1.68K+ 11.77% |
$125K - $132K
|
16K
$1.19M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.67K+ 7.35% |
$124K - $132K
|
24.4K
$1.82M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.66K+ 40.27% |
$123K - $131K
|
5.79K
$431K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.62K+ 3.21% |
$120K - $127K
|
52K
$3.88M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.61K+ 2.73% |
$120K - $127K
|
60.6K
$4.52M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.61K+ 7.86% |
$119K - $127K
|
22.1K
$1.64M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.59K+ 58.99% |
$118K - $126K
|
4.3K
$320K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.59KNew |
$118K - $125K
|
1.59K
$118K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.59KNew |
$118K - $125K
|
1.59K
$118K
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.55K+ 4.34% |
$115K - $122K
|
37.3K
$2.78M
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.55K+ 9.86% |
$115K - $122K
|
17.3K
$1.29M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.55K+ 0.97% |
$115K - $122K
|
161K
$12M
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.53K+ 4.97% |
$114K - $121K
|
32.3K
$2.41M
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.52KNew |
$113K - $120K
|
1.52K
$113K
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
1.51K+ 2.23% |
$112K - $119K
|
69.5K
$5.18M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.49K+ 8.05% |
$110K - $117K
|
20K
$1.49M
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.41K+ 2.92% |
$105K - $111K
|
49.7K
$3.71M
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.39K+ 7.28% |
$103K - $110K
|
20.5K
$1.53M
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.34K+ 11.05% |
$99.1K - $105K
|
13.4K
$1M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.33K+ 6.14% |
$98.8K - $105K
|
23K
$1.72M
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.32K+ 6.62% |
$97.7K - $104K
|
21.2K
$1.58M
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1.31KNew |
$97.1K - $103K
|
1.31K
$97.5K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.31KNew |
$97.1K - $103K
|
1.31K
$97.4K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.3K+ 1.59% |
$96.4K - $102K
|
83K
$6.19M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.3K+ 3.59% |
$96.3K - $102K
|
37.4K
$2.79M
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 37.49% |
$96.1K - $102K
|
4.75K
$354K
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.29K+ 27.73% |
$96K - $102K
|
5.96K
$444K
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.28K+ 4.47% |
$95K - $101K
|
29.9K
$2.23M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.16K+ 58.14% |
$85.9K - $91.2K
|
3.15K
$235K
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.15K+ 3.9% |
$85K - $90.3K
|
30.5K
$2.27M
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.08K+ 0.71% |
$80.1K - $85K
|
153K
$11.4M
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.07K+ 2.76% |
$79.5K - $84.4K
|
39.9K
$2.97M
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.02K+ 1.36% |
$75.6K - $80.3K
|
75.6K
$5.64M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
976+ 67.17% |
$72.5K - $76.9K
|
2.43K
$181K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
960+ 8.67% |
$71.3K - $75.7K
|
12K
$897K
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
957+ 1.73% |
$71.1K - $75.4K
|
56.3K
$4.2M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
947+ 28.99% |
$70.3K - $74.7K
|
4.21K
$314K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
942+ 20.19% |
$70K - $74.3K
|
5.61K
$418K
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
935+ 5.51% |
$69.4K - $73.7K
|
17.9K
$1.33M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
923+ 10.23% |
$68.5K - $72.8K
|
9.94K
$741K
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
887+ 4.27% |
$65.9K - $69.9K
|
21.7K
$1.62M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
882+ 31.47% |
$65.5K - $69.5K
|
3.69K
$275K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
872+ 1.75% |
$64.8K - $68.7K
|
50.7K
$3.78M
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
870+ 2.79% |
$64.6K - $68.6K
|
32.1K
$2.39M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
856+ 54.98% |
$63.6K - $67.5K
|
2.41K
$180K
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
848+ 2.7% |
$63K - $66.9K
|
32.2K
$2.4M
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
842+ 1.18% |
$62.5K - $66.4K
|
72.3K
$5.39M
|