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 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
40+ 1.28% |
$2.98K - $3.13K
|
3.16K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
38+ 1.29% |
$2.83K - $2.98K
|
2.98K
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
37New |
$2.76K - $2.9K
|
37
$2.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
36+ 1.17% |
$2.68K - $2.82K
|
3.11K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 0.99% |
$2.46K - $2.59K
|
3.36K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32+ 0.87% |
$2.38K - $2.51K
|
3.72K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
32+ 5.81% |
$2.38K - $2.51K
|
583
$45.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
31+ 155.0% |
$2.31K - $2.43K
|
51
$4K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
29+ 0.64% |
$2.16K - $2.27K
|
4.53K
$355K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
25+ 0.68% |
$1.86K - $1.96K
|
3.71K
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
22New |
$1.64K - $1.72K
|
22
$1.73K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
22+ 0.61% |
$1.64K - $1.72K
|
3.63K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
20+ 0.22% |
$1.49K - $1.57K
|
9.22K
$723K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
20+ 0.64% |
$1.49K - $1.57K
|
3.14K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
19New |
$1.42K - $1.49K
|
19
$1.49K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
18+ 0.8% |
$1.34K - $1.41K
|
2.28K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15+ 0.14% |
$1.12K - $1.18K
|
11.1K
$872K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 3.98% |
$1.12K - $1.18K
|
392
$30.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15+ 16.85% |
$1.12K - $1.18K
|
104
$8.16K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 1.31% |
$1.04K - $1.1K
|
1.08K
$85K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11+ 0.0% |
$820 - $862
|
244K
$19.1M
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11+ 0.0% |
$820 - $862
|
244K
$19.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.15% |
$745 - $784
|
6.59K
$517K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 1.34% |
$596 - $627
|
607
$47.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
7+ 0.21% |
$522 - $549
|
3.42K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6+ 9.84% |
$447 - $470
|
67
$5.26K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6+ 1.2% |
$447 - $470
|
507
$39.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
5+ 0.09% |
$373 - $392
|
5.35K
$420K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5+ 1.67% |
$373 - $392
|
305
$23.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
5+ 0.12% |
$373 - $392
|
4.08K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5+ 0.03% |
$373 - $392
|
19K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
4New |
$298 - $313
|
4
$314
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4+ 5.56% |
$298 - $313
|
76
$5.96K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
4New |
$298 - $313
|
4
$314
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
3+ 0.01% |
$224 - $235
|
43.1K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2+ 1.67% |
$149 - $157
|
122
$9.57K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.75% |
$74.5 - $78.4
|
135
$10.6K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 0.23% |
$74.5 - $78.4
|
438
$34.4K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$74.5 - $78.4
|
1.4M
$110M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-3- 0.07% |
$224 - $235
|
4.49K
$352K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3- 0.08% |
$224 - $235
|
3.88K
$304K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4- 0.05% |
$298 - $313
|
8.43K
$661K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-5- 0.11% |
$373 - $392
|
4.39K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-6- 0.04% |
$447 - $470
|
16.5K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 5.45% |
$447 - $470
|
104
$8.16K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6- 0.28% |
$447 - $470
|
2.12K
$166K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-6- 0.45% |
$447 - $470
|
1.32K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13- 0.44% |
$969 - $1.02K
|
2.97K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-17- 6.34% |
$1.27K - $1.33K
|
251
$19.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-20- 0.45% |
$1.49K - $1.57K
|
4.43K
$348K
|