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 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
17.1K+ 382.09% |
$1.27M - $1.34M
|
21.5K
$1.65M
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
16.9KNew |
$1.26M - $1.32M
|
16.9K
$1.29M
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
16.8K+ 24.14% |
$1.25M - $1.32M
|
86.3K
$6.59M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
16.7KNew |
$1.24M - $1.31M
|
16.7K
$1.28M
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
16.7KNew |
$1.24M - $1.31M
|
16.7K
$1.27M
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
16.5K+ 23.49% |
$1.23M - $1.3M
|
86.9K
$6.64M
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
16.2K+ 6.47% |
$1.21M - $1.27M
|
267K
$20.4M
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
16K+ 24.83% |
$1.19M - $1.25M
|
80.3K
$6.13M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.9KNew |
$1.18M - $1.24M
|
15.9K
$1.21M
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
15.5K+ 28.27% |
$1.16M - $1.22M
|
70.4K
$5.38M
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
15.5K+ 8.98% |
$1.15M - $1.21M
|
188K
$14.4M
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
15.2KNew |
$1.13M - $1.19M
|
15.2K
$1.16M
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
14.9K+ 77.37% |
$1.11M - $1.17M
|
34.2K
$2.62M
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
14.8KNew |
$1.1M - $1.16M
|
14.8K
$1.13M
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
14.5KNew |
$1.08M - $1.13M
|
14.5K
$1.11M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
14.4K+ 7.97% |
$1.07M - $1.13M
|
195K
$14.9M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
14.1K+ 34.9% |
$1.05M - $1.11M
|
54.7K
$4.18M
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
13.9K+ 470.59% |
$1.04M - $1.09M
|
16.9K
$1.29M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
13.8K+ 6.85% |
$1.03M - $1.08M
|
215K
$16.5M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.7K+ 12.14% |
$1.02M - $1.07M
|
126K
$9.64M
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
13.6K+ 4.59% |
$1.02M - $1.07M
|
311K
$23.8M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13.3K+ 3.65% |
$994K - $1.05M
|
379K
$29M
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
12.7K+ 3.58% |
$946K - $995K
|
367K
$28.1M
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
12.6K+ 5.77% |
$942K - $990K
|
232K
$17.7M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
12.6K+ 9.57% |
$936K - $985K
|
144K
$11M
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12.6K+ 2.41% |
$936K - $984K
|
533K
$40.7M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
12.5K+ 228.39% |
$932K - $980K
|
18K
$1.37M
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
12.5K+ 3.63% |
$932K - $980K
|
357K
$27.3M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.3K+ 1.37% |
$918K - $966K
|
910K
$69.5M
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
12.1K+ 13.31% |
$898K - $945K
|
103K
$7.84M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12K+ 152.71% |
$897K - $943K
|
19.9K
$1.52M
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
11.7KNew |
$869K - $914K
|
11.7K
$891K
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11.3K+ 118.99% |
$842K - $885K
|
20.8K
$1.59M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11.3K+ 56.27% |
$838K - $882K
|
31.3K
$2.39M
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
11K+ 6.08% |
$819K - $861K
|
192K
$14.6M
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
10.2K+ 3.4% |
$757K - $796K
|
309K
$23.6M
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
10.1K+ 24.88% |
$753K - $792K
|
50.7K
$3.88M
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10K+ 19.24% |
$746K - $784K
|
62K
$4.74M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.82KNew |
$732K - $770K
|
9.82K
$750K
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
9.76K+ 7.06% |
$727K - $765K
|
148K
$11.3M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.72K+ 14.13% |
$724K - $762K
|
78.5K
$6M
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
9.72K+ 468.47% |
$724K - $761K
|
11.8K
$901K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
9.66K+ 3.9% |
$720K - $757K
|
257K
$19.7M
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
9.56K+ 15.04% |
$712K - $749K
|
73.1K
$5.58M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.45K+ 7.42% |
$704K - $740K
|
137K
$10.4M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.4KNew |
$700K - $736K
|
9.4K
$718K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9.36KNew |
$697K - $733K
|
9.36K
$715K
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
9.34KNew |
$696K - $732K
|
9.34K
$714K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.14K+ 7.7% |
$681K - $716K
|
128K
$9.77M
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
9.05K+ 22.11% |
$674K - $709K
|
50K
$3.82M
|