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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.13K- 5.19% |
$84K - $88.3K
|
20.6K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.15K- 5.35% |
$85.5K - $90K
|
20.3K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.16K- 1.15% |
$86K - $90.5K
|
99.2K
$7.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.16K- 37.11% |
$86.6K - $91.1K
|
1.97K
$150K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 3.63% |
$87.2K - $91.7K
|
31K
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-1.18K- 12.27% |
$87.5K - $92.1K
|
8.4K
$642K
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-1.18K- 26.51% |
$87.7K - $92.2K
|
3.26K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.19K- 13.8% |
$88.7K - $93.3K
|
7.43K
$568K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.22K- 15.34% |
$91.1K - $95.8K
|
6.75K
$516K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-1.23K- 6.12% |
$91.4K - $96.2K
|
18.8K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 75.97% |
$91.9K - $96.6K
|
390
$29.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.25K- 16.43% |
$93.3K - $98.1K
|
6.37K
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.29K- 28.34% |
$96.2K - $101K
|
3.27K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.31K- 21.39% |
$97.4K - $103K
|
4.81K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-1.31K- 37.22% |
$97.8K - $103K
|
2.22K
$169K
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-1.33K- 6.48% |
$98.9K - $104K
|
19.2K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.33K- 1.19% |
$99.2K - $104K
|
111K
$8.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 8.36% |
$99.5K - $105K
|
14.6K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.35K- 4.52% |
$101K - $106K
|
28.5K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.39K- 4.8% |
$103K - $109K
|
27.5K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.41K- 0.29% |
$105K - $110K
|
489K
$37.4M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.43K- 23.99% |
$106K - $112K
|
4.53K
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.53K- 33.75% |
$114K - $120K
|
3K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.54K- 16.07% |
$115K - $121K
|
8.04K
$614K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.62K- 4.84% |
$121K - $127K
|
31.9K
$2.43M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.68K- 0.41% |
$125K - $132K
|
405K
$31M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.69K- 3.68% |
$126K - $132K
|
44.2K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.69K- 4.19% |
$126K - $133K
|
38.7K
$2.96M
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.7K- 5.68% |
$126K - $133K
|
28.2K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.74K- 8.48% |
$130K - $136K
|
18.8K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 37.27% |
$132K - $139K
|
2.98K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.84K- 32.63% |
$137K - $144K
|
3.79K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.87K- 32.32% |
$139K - $147K
|
3.92K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.9K- 48.33% |
$142K - $149K
|
2.03K
$155K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.9K- 21.61% |
$142K - $149K
|
6.9K
$527K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.98K- 2.66% |
$148K - $155K
|
72.5K
$5.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-2.01K- 4.44% |
$149K - $157K
|
43.1K
$3.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-2.04K- 11.38% |
$152K - $160K
|
15.9K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.25K- 0.26% |
$168K - $176K
|
853K
$65.2M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.35K- 17.79% |
$175K - $184K
|
10.9K
$830K
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-2.36K- 16.69% |
$176K - $185K
|
11.8K
$901K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.41K- 15.11% |
$180K - $189K
|
13.6K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.47K- 8.58% |
$184K - $194K
|
26.3K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.49K- 37.02% |
$185K - $195K
|
4.23K
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.49K- 5.97% |
$185K - $195K
|
39.2K
$2.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.49K- 7.08% |
$185K - $195K
|
32.7K
$2.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-2.5K- 11.97% |
$186K - $196K
|
18.4K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-2.56K- 33.26% |
$191K - $201K
|
5.14K
$393K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.58K- 38.19% |
$192K - $202K
|
4.18K
$319K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.69K- 8.49% |
$200K - $211K
|
29K
$2.21M
|