Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.5KNew |
$106K - $115K
|
1.5K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 28.62% |
$104K - $113K
|
6.63K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.44K+ 0.29% |
$101K - $110K
|
493K
$36.7M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.39K+ 3.4% |
$97.6K - $106K
|
42.1K
$3.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.34KNew |
$94.3K - $103K
|
1.34K
$99.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.32K+ 2.44% |
$92.9K - $101K
|
55.2K
$4.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.31K+ 7.84% |
$92.1K - $100K
|
18K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.25KNew |
$87.8K - $95.5K
|
1.25K
$92.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.25KNew |
$87.8K - $95.5K
|
1.25K
$92.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.21K+ 14.12% |
$85.2K - $92.7K
|
9.76K
$728K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.16K+ 1.77% |
$81.6K - $88.8K
|
66.5K
$4.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.16K+ 1.33% |
$81.6K - $88.8K
|
88.3K
$6.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.15K+ 2.44% |
$81.1K - $88.3K
|
48.3K
$3.6M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.1K+ 84.62% |
$77.5K - $84.4K
|
2.4K
$179K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.1K+ 84.62% |
$77.5K - $84.4K
|
2.4K
$179K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.09K+ 31.13% |
$76.6K - $83.4K
|
4.58K
$341K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
1.05K+ 3.02% |
$73.9K - $80.4K
|
35.7K
$2.66M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.04KNew |
$73.5K - $80K
|
1.04K
$77.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.04K+ 12.89% |
$73.2K - $79.7K
|
9.09K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Financial Partners
|
BUY
|
- |
1.02K+ 1.08% |
$71.8K - $78.2K
|
95.1K
$7.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
987+ 1.85% |
$69.6K - $75.7K
|
54.3K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
973+ 1.07% |
$68.6K - $74.7K
|
92.3K
$6.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
961+ 3.06% |
$67.7K - $73.7K
|
32.4K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
931+ 3.2% |
$65.6K - $71.4K
|
30K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
919+ 0.97% |
$64.8K - $70.5K
|
95.2K
$7.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
905+ 3.88% |
$63.8K - $69.4K
|
24.3K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
894+ 4.66% |
$63K - $68.6K
|
20.1K
$1.5M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
824+ 14.09% |
$58.1K - $63.2K
|
6.67K
$497K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
807+ 208.53% |
$56.9K - $61.9K
|
1.19K
$89K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
742+ 1177.78% |
$52.3K - $56.9K
|
805
$60K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
741+ 15.5% |
$52.2K - $56.9K
|
5.52K
$412K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
707+ 3.54% |
$49.8K - $54.3K
|
20.7K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
648New |
$45.7K - $49.7K
|
648
$48.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
593+ 17.2% |
$41.8K - $45.5K
|
4.04K
$301K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
582+ 1.22% |
$41K - $44.7K
|
48.3K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
558+ 10.32% |
$39.3K - $42.8K
|
5.96K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
555+ 0.98% |
$39.1K - $42.6K
|
57.4K
$4.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
550+ 0.67% |
$38.8K - $42.2K
|
82.4K
$6.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
545+ 18.17% |
$38.4K - $41.8K
|
3.55K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
538New |
$37.9K - $41.3K
|
538
$40.1K
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
526New |
$37.1K - $40.4K
|
526
$39.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
510+ 1.93% |
$35.9K - $39.1K
|
26.9K
$2.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
503New |
$35.5K - $38.6K
|
503
$37.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
472+ 0.74% |
$33.3K - $36.2K
|
63.8K
$4.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
468New |
$33K - $35.9K
|
468
$34.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
463+ 6.93% |
$32.6K - $35.5K
|
7.14K
$532K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
453+ 14.04% |
$31.9K - $34.8K
|
3.68K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
447+ 64.13% |
$31.5K - $34.3K
|
1.14K
$85.3K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
416+ 14.59% |
$29.3K - $31.9K
|
3.27K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
401+ 1.74% |
$28.3K - $30.8K
|
23.4K
$1.75M
|