Sovereign Investment Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Sovereign Investment Advisors, LLC

$328 Million
Q2 2025

A detailed history of Sovereign Investment Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Sovereign Investment Advisors, LLC holds 99,588 shares of BIV stock, worth $7.81 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares

99,588

Previous 95,658 4.11%

Holding current value

$7.81 Million

Previous $7.32 Million 5.16%

% of portfolio

2.35%

Previous 2.47%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$75.05 - $77.34 $294,946 - $303,946	3,930 Added 4.11%	99,588 $7.7 Million
Q1 2025 May 08, 2025	SELL	$73.78 - $76.59 $188,507 - $195,687	-2,555 Reduced 2.6%	95,658 $7.32 Million
Q4 2024 Feb 10, 2025	BUY	$74.5 - $78.37 $78,150 - $82,210	1,049 Added 1.08%	98,213 $7.34 Million
Q3 2024 Nov 12, 2024	BUY	$74.26 - $78.84 $145,995 - $154,999	1,966 Added 2.07%	97,164 $7.61 Million
Q2 2024 Aug 13, 2024	SELL	$73.13 - $75.43 $33,639 - $34,697	-460 Reduced 0.48%	95,198 $7.13 Million
Q1 2024 May 13, 2024	BUY	$74.51 - $76.61 $34,274 - $35,240	460 Added 0.48%	95,658 $7.21 Million
Q4 2023 Feb 14, 2024	BUY	$70.49 - $76.74 $64,780 - $70,524	919 Added 0.97%	95,198 $7.27 Million
Q3 2023 Nov 01, 2023	BUY	$72.11 - $75.67 $45,645 - $47,899	633 Added 0.68%	94,279 $6.82 Million
Q2 2023 Jul 19, 2023	BUY	$74.96 - $77.47 $42,727 - $44,157	570 Added 0.61%	93,646 $7.04 Million
Q1 2023 May 11, 2023	BUY	$73.57 - $77.31 $25,455 - $26,749	346 Added 0.37%	93,076 $7.14 Million
Q4 2022 Feb 14, 2023	BUY	$71.64 - $76.32 $47,497 - $50,600	663 Added 0.72%	92,730 $6.89 Million
Q3 2022 Nov 10, 2022	BUY	$72.72 - $79.93 $31,196 - $34,289	429 Added 0.47%	92,067 $6.77 Million
Q2 2022 Aug 04, 2022	BUY	$75.37 - $81.44 $32,333 - $34,937	429 Added 0.47%	91,638 $7.12 Million
Q1 2022 Apr 28, 2022	BUY	$81.03 - $87.06 $18,961 - $20,372	234 Added 0.26%	91,209 $7.47 Million
Q4 2021 Feb 07, 2022	BUY	$87.51 - $89.66 $112,537 - $115,302	1,286 Added 1.43%	90,975 $7.97 Million
Q3 2021 Feb 07, 2022	BUY	$89.41 - $91.32 $31,114 - $31,779	348 Added 0.39%	89,689 $8.02 Million
Q2 2021 Feb 07, 2022	BUY	$88.27 - $90.15 $54,374 - $55,532	616 Added 0.69%	89,341 $8.04 Million
Q1 2021 Feb 07, 2022	BUY	$88.61 - $92.83 $20,646 - $21,629	233 Added 0.26%	88,725 $7.87 Million
Q4 2020 Feb 07, 2022	BUY	$92.55 - $93.62 $91,624 - $92,683	990 Added 1.13%	88,492 $8.22 Million
Q3 2020 Feb 07, 2022	BUY	$93.08 - $94.37 $36,208 - $36,709	389 Added 0.45%	87,502 $8.18 Million
Q2 2020 Feb 07, 2022	BUY	$88.97 - $93.19 $39,324 - $41,189	442 Added 0.51%	87,113 $8.12 Million
Q1 2020 Feb 07, 2022	BUY	$83.77 - $92.22 $1.36 Million - $1.49 Million	16,194 Added 22.98%	86,671 $7.74 Million
Q4 2019 Feb 07, 2022	BUY	$86.78 - $88.73 $6.12 Million - $6.25 Million	70,477 New	70,477 $6.15 Million

Others Institutions Holding BIV

# of Institutions

1,027

Shares Held

195M

Call Options Held

11.1K

Put Options Held

8.7K

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About VANGUARD BD INDEX FD INC INTER

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Sovereign Investment Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History