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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5.36KNew |
$469K - $481K
|
5.36K
$400K
|
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
5.23K+ 2.84% |
$458K - $469K
|
190K
$14.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.09KNew |
$446K - $457K
|
5.09K
$380K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.07KNew |
$443K - $454K
|
5.07K
$378K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.89K+ 2.45% |
$428K - $438K
|
204K
$15.2M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.86KNew |
$425K - $435K
|
4.86K
$362K
|
|
|
Feb 07, 2022
Q4 2021
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
4.8K+ 22.97% |
$420K - $431K
|
25.7K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.76K+ 6.49% |
$416K - $427K
|
78K
$5.82M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.75KNew |
$416K - $426K
|
4.75K
$354K
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
4.71KNew |
$412K - $422K
|
4.71K
$351K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.66K+ 21.19% |
$408K - $418K
|
26.7K
$1.99M
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
4.63K+ 6.94% |
$405K - $415K
|
71.3K
$5.31M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.6KNew |
$402K - $412K
|
4.6K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.55K+ 3.45% |
$398K - $408K
|
136K
$10.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.42K+ 68.08% |
$387K - $396K
|
10.9K
$814K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.27KNew |
$374K - $383K
|
4.27K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.09KNew |
$358K - $366K
|
4.09K
$305K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.07K+ 16.87% |
$356K - $365K
|
28.2K
$2.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.07K+ 2.21% |
$356K - $364K
|
188K
$14M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.06K+ 12.79% |
$356K - $364K
|
35.8K
$2.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.02KNew |
$352K - $360K
|
4.02K
$300K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.95K+ 9.76% |
$346K - $354K
|
44.4K
$3.31M
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.84KNew |
$336K - $344K
|
3.84K
$286K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.83KNew |
$335K - $344K
|
3.83K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.8K+ 4.73% |
$333K - $341K
|
84.2K
$6.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.59KNew |
$314K - $322K
|
3.59K
$267K
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.59K+ 5.57% |
$314K - $322K
|
67.9K
$5.06M
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
3.58KNew |
$313K - $321K
|
3.58K
$267K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.4K+ 1.7% |
$298K - $305K
|
204K
$15.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.32K+ 10.52% |
$291K - $298K
|
34.9K
$2.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
3.32KNew |
$291K - $298K
|
3.32K
$248K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.3KNew |
$289K - $296K
|
3.3K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.24K+ 8.24% |
$283K - $290K
|
42.5K
$3.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.23K+ 26.95% |
$283K - $290K
|
15.2K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.2KNew |
$280K - $287K
|
3.2K
$239K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.13K+ 9.89% |
$274K - $281K
|
34.8K
$2.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.12K+ 6.71% |
$273K - $280K
|
49.6K
$3.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3.04K+ 2.19% |
$266K - $273K
|
142K
$10.6M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.01KNew |
$263K - $269K
|
3.01K
$224K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
2.94K+ 30.59% |
$257K - $264K
|
12.6K
$936K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
2.93K+ 26.61% |
$257K - $263K
|
14K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.86KNew |
$251K - $257K
|
2.86K
$214K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.83K+ 0.72% |
$248K - $254K
|
395K
$29.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.8K+ 760.87% |
$245K - $251K
|
3.17K
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$245K - $251K
|
2.8K
$209K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.8K+ 38.3% |
$245K - $251K
|
10.1K
$753K
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.8K+ 16.96% |
$245K - $251K
|
19.3K
$1.44M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.64K+ 6.18% |
$231K - $237K
|
45.4K
$3.38M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.64KNew |
$231K - $237K
|
2.64K
$197K
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.63K+ 46.61% |
$230K - $235K
|
8.26K
$616K
|