Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-11.1K- 2.65% |
$845K - $872K
|
408K
$32M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-11.2K- 2.05% |
$856K - $884K
|
537K
$42.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-12K- 12.46% |
$914K - $943K
|
84.3K
$6.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-12.1K- 32.21% |
$918K - $947K
|
25.4K
$1.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-12.8K- 6.41% |
$978K - $1.01M
|
187K
$14.7M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-13.3K- 41.39% |
$1.01M - $1.05M
|
18.8K
$1.48M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-13.4K- 6.5% |
$1.02M - $1.05M
|
192K
$15.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-13.7K- 32.37% |
$1.04M - $1.07M
|
28.5K
$2.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-15K- 15.1% |
$1.14M - $1.18M
|
84.6K
$6.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15.7K- 9.36% |
$1.19M - $1.23M
|
152K
$11.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-15.8K- 48.19% |
$1.2M - $1.24M
|
17K
$1.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-15.9K- 45.2% |
$1.21M - $1.25M
|
19.3K
$1.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-19.4K- 56.83% |
$1.48M - $1.52M
|
14.7K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-26.6K- 16.15% |
$2.02M - $2.09M
|
138K
$10.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-31.8K- 24.65% |
$2.42M - $2.5M
|
97.3K
$7.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-37.3K- 1.7% |
$2.84M - $2.93M
|
2.15M
$169M
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-72K- 16.15% |
$5.48M - $5.66M
|
374K
$29.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-76.8K- 14.77% |
$5.85M - $6.03M
|
443K
$34.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-78.1K- 46.85% |
$5.95M - $6.14M
|
88.6K
$6.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-88.7K- 52.05% |
$6.75M - $6.97M
|
81.7K
$6.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-136KClosed |
$10.4M - $10.7M
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-142K- 29.91% |
$10.8M - $11.1M
|
332K
$26M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-331K- 24.61% |
$25.2M - $26M
|
1.01M
$79.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-511K- 99.98% |
$38.9M - $40.2M
|
78
$6.12K
|