Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
11K+ 325.05% |
$963K - $987K
|
14.4K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.9KNew |
$956K - $980K
|
10.9K
$815K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
10.3K+ 8.65% |
$906K - $928K
|
130K
$9.69M
|
|
|
Feb 04, 2022
Q4 2021
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
10.2KNew |
$891K - $912K
|
10.2K
$759K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10K+ 12.84% |
$877K - $898K
|
88K
$6.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10K+ 12.84% |
$877K - $898K
|
88K
$6.56M
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
9.97K+ 110.35% |
$872K - $893K
|
19K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
9.79KNew |
$857K - $878K
|
9.79K
$730K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.77K+ 11.17% |
$855K - $876K
|
97.2K
$7.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.66K+ 3.15% |
$845K - $866K
|
316K
$23.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.6K+ 0.9% |
$840K - $861K
|
1.08M
$80.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
9.44KNew |
$826K - $846K
|
9.44K
$703K
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
9.43KNew |
$825K - $845K
|
9.43K
$703K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
9.35K+ 37.18% |
$818K - $838K
|
34.5K
$2.57M
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
8.87KNew |
$776K - $795K
|
8.87K
$661K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.84K+ 16.86% |
$774K - $793K
|
61.3K
$4.57M
|
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
BUY
|
- |
8.82K+ 12.37% |
$772K - $791K
|
80.1K
$5.97M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.77KNew |
$767K - $786K
|
8.77K
$654K
|
|
|
Jan 19, 2022
Q4 2021
|
Legacy Wealth Management, Inc
|
BUY
|
- |
8.6KNew |
$753K - $771K
|
8.6K
$641K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8.53KNew |
$747K - $765K
|
8.53K
$636K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8.5K+ 9.01% |
$744K - $762K
|
103K
$7.67M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.32KNew |
$728K - $746K
|
8.32K
$620K
|
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
BUY
|
- |
8.3K+ 4.84% |
$727K - $744K
|
180K
$13.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
7.9K+ 21.78% |
$691K - $708K
|
44.2K
$3.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
7.83K+ 8.36% |
$685K - $702K
|
101K
$7.56M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
7.77K+ 10.88% |
$680K - $697K
|
79.2K
$5.9M
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
7.67K+ 6.07% |
$671K - $687K
|
134K
$9.98M
|
|
|
Jan 27, 2022
Q4 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
7.64K+ 8.28% |
$669K - $685K
|
99.9K
$7.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.55KNew |
$661K - $677K
|
7.55K
$563K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
7.53K+ 5.27% |
$659K - $675K
|
150K
$11.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.46KNew |
$653K - $669K
|
7.46K
$556K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
7.19KNew |
$629K - $644K
|
7.19K
$536K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
7.17K+ 0.95% |
$628K - $643K
|
759K
$56.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
7K+ 5.37% |
$613K - $628K
|
137K
$10.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
6.94KNew |
$607K - $622K
|
6.94K
$517K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
6.91K+ 3.69% |
$605K - $620K
|
194K
$14.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.8KNew |
$595K - $610K
|
6.8K
$507K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.67KNew |
$584K - $598K
|
6.67K
$498K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.44KNew |
$564K - $577K
|
6.44K
$480K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.12K+ 4.19% |
$535K - $549K
|
152K
$11.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
6.1KNew |
$534K - $547K
|
6.1K
$455K
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
6.08KNew |
$532K - $545K
|
6.08K
$453K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6.04KNew |
$529K - $542K
|
6.04K
$451K
|
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
5.92K+ 5.33% |
$518K - $531K
|
117K
$8.73M
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.91KNew |
$517K - $530K
|
5.91K
$441K
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
5.82KNew |
$509K - $521K
|
5.82K
$434K
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
5.75KNew |
$503K - $516K
|
5.75K
$429K
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.71KNew |
$499K - $512K
|
5.71K
$425K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
5.6K+ 2.58% |
$490K - $502K
|
222K
$16.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.55KNew |
$486K - $498K
|
5.55K
$414K
|