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 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-74K- 6.0% |
$5.51M - $5.8M
|
1.16M
$88.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-75.5K- 42.36% |
$5.63M - $5.92M
|
103K
$7.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-84.2K- 65.6% |
$6.27M - $6.6M
|
44.1K
$3.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-88K- 38.5% |
$6.55M - $6.89M
|
140K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-94.8K- 59.98% |
$7.06M - $7.43M
|
63.3K
$4.85M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-103K- 84.3% |
$7.69M - $8.08M
|
19.2K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-145K- 95.09% |
$10.8M - $11.4M
|
7.49K
$574K
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-229K- 98.44% |
$17.1M - $17.9M
|
3.63K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-294K- 83.5% |
$21.9M - $23M
|
58.1K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-536K- 99.39% |
$40M - $42M
|
3.3K
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-616K- 88.48% |
$45.9M - $48.3M
|
80.2K
$6.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.65M- 98.66% |
$123M - $130M
|
22.4K
$1.72M
|