Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
182+ 3.09% |
$13.6K - $14.3K
|
6.08K
$464K
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
178New |
$13.3K - $13.9K
|
178
$13.6K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
176+ 24.51% |
$13.1K - $13.8K
|
894
$68.3K
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
165+ 31.98% |
$12.3K - $12.9K
|
681
$52K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
161+ 1.51% |
$12K - $12.6K
|
10.8K
$828K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
158+ 1.51% |
$11.8K - $12.4K
|
10.6K
$812K
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
157+ 5.57% |
$11.7K - $12.3K
|
2.98K
$227K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
154New |
$11.5K - $12.1K
|
154
$11.8K
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
152+ 1.54% |
$11.3K - $11.9K
|
10K
$764K
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
134+ 0.37% |
$9.98K - $10.5K
|
36.8K
$2.81M
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
131+ 0.49% |
$9.76K - $10.3K
|
27.1K
$2.07M
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
127New |
$9.46K - $9.95K
|
127
$9.7K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
126+ 57.53% |
$9.39K - $9.87K
|
345
$26.4K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
117+ 3.28% |
$8.72K - $9.17K
|
3.68K
$281K
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
117+ 1.43% |
$8.72K - $9.17K
|
8.32K
$636K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
115+ 9.49% |
$8.57K - $9.01K
|
1.33K
$101K
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
111New |
$8.27K - $8.7K
|
111
$8.48K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
110+ 0.33% |
$8.2K - $8.62K
|
33K
$2.52M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
105New |
$7.82K - $8.23K
|
105
$8.02K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
96+ 23.88% |
$7.15K - $7.52K
|
498
$38.1K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
88New |
$6.56K - $6.9K
|
88
$6.72K
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
83+ 0.77% |
$6.18K - $6.5K
|
10.8K
$827K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
79+ 1.71% |
$5.89K - $6.19K
|
4.7K
$359K
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
76+ 1.11% |
$5.66K - $5.96K
|
6.93K
$529K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
74+ 0.9% |
$5.51K - $5.8K
|
8.34K
$637K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
74+ 0.93% |
$5.51K - $5.8K
|
8.07K
$617K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
70+ 1.3% |
$5.22K - $5.49K
|
5.45K
$417K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
66+ 29.73% |
$4.92K - $5.17K
|
288
$22K
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
65+ 0.74% |
$4.84K - $5.09K
|
8.87K
$678K
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
64+ 0.66% |
$4.77K - $5.02K
|
9.7K
$741K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
64New |
$4.77K - $5.02K
|
64
$4.89K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
60New |
$4.47K - $4.7K
|
60
$4.58K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
56+ 1.15% |
$4.17K - $4.39K
|
4.94K
$377K
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
53+ 0.85% |
$3.95K - $4.15K
|
6.3K
$482K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
52+ 3.28% |
$3.87K - $4.08K
|
1.64K
$125K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
52+ 3.28% |
$3.87K - $4.08K
|
1.64K
$125K
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
51New |
$3.8K - $4K
|
51
$3.9K
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
50+ 12.2% |
$3.73K - $3.92K
|
460
$35.1K
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
50+ 1.5% |
$3.73K - $3.92K
|
3.38K
$258K
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
47+ 1.17% |
$3.5K - $3.68K
|
4.05K
$310K
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
45+ 1.29% |
$3.35K - $3.53K
|
3.54K
$271K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
42+ 0.97% |
$3.13K - $3.29K
|
4.38K
$334K
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
41+ 0.13% |
$3.05K - $3.21K
|
30.5K
$2.33M
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
41+ 1.23% |
$3.05K - $3.21K
|
3.36K
$257K
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
40+ 1.28% |
$2.98K - $3.13K
|
3.16K
$242K
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
38+ 1.29% |
$2.83K - $2.98K
|
2.98K
$228K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
37New |
$2.76K - $2.9K
|
37
$2.83K
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
36+ 1.17% |
$2.68K - $2.82K
|
3.11K
$238K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 0.99% |
$2.46K - $2.59K
|
3.36K
$257K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32+ 0.87% |
$2.38K - $2.51K
|
3.72K
$284K
|