Latest Institutional Transactions on Vanguard Bd Index Fd Inc Inter (BIV)
This table provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Inter (BIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
648New |
$45.7K - $49.7K
|
648
$49K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
101New |
$7.12K - $7.75K
|
101
$7.63K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
125New |
$8.81K - $9.59K
|
125
$9.45K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
582+ 1.22% |
$41K - $44.7K
|
48.3K
$3.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
13KNew |
$915K - $996K
|
13K
$981K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-2.21K- 77.82% |
$156K - $170K
|
630
$47.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.25KNew |
$87.8K - $95.5K
|
1.25K
$94.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
45+ 1.61% |
$3.17K - $3.45K
|
2.84K
$215K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
32+ 0.58% |
$2.26K - $2.46K
|
5.56K
$420K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.34KNew |
$235K - $256K
|
3.34K
$252K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-975- 14.18% |
$68.7K - $74.8K
|
5.9K
$446K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-775- 97.0% |
$54.6K - $59.5K
|
24
$1.81K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
15New |
$1.06K - $1.15K
|
15
$1.13K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.68KNew |
$189K - $206K
|
2.68K
$203K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.13KNew |
$291K - $317K
|
4.13K
$312K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
58New |
$4.09K - $4.45K
|
58
$4.38K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19.5K+ 208.76% |
$1.37M - $1.49M
|
28.8K
$2.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5- 1.53% |
$352 - $384
|
321
$24.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.23% |
$70.5 - $76.7
|
82
$6.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-5.58K- 12.41% |
$393K - $428K
|
39.4K
$2.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4KNew |
$282K - $307K
|
4K
$302K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-26.6KClosed |
$1.87M - $2.04M
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-156- 46.99% |
$11K - $12K
|
176
$13.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
4.4KNew |
$310K - $337K
|
4.4K
$332K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.71KNew |
$262K - $285K
|
3.71K
$281K
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.68KNew |
$189K - $206K
|
2.68K
$203K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-625- 18.08% |
$44.1K - $48K
|
2.83K
$214K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
33New |
$2.33K - $2.53K
|
33
$2.49K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-405- 6.46% |
$28.5K - $31.1K
|
5.86K
$443K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
741+ 15.5% |
$52.2K - $56.9K
|
5.52K
$417K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
232New |
$16.4K - $17.8K
|
232
$17.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-186K- 43.87% |
$13.1M - $14.3M
|
238K
$18M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
3.35KNew |
$236K - $257K
|
3.35K
$253K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
2.68KNew |
$189K - $205K
|
2.68K
$202K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
62.5KNew |
$4.41M - $4.8M
|
62.5K
$4.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
283New |
$19.9K - $21.7K
|
283
$21.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-1.14K- 19.43% |
$80.6K - $87.8K
|
4.74K
$359K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
60+ 3.93% |
$4.23K - $4.6K
|
1.59K
$120K
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
10.8K+ 7.21% |
$761K - $828K
|
160K
$12.1M
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.81KClosed |
$275K - $288K
|
0
$0
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
954New |
$68.8K - $72.2K
|
954
$72.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6KNew |
$332K - $348K
|
4.6K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2.44K- 2.99% |
$176K - $184K
|
79K
$5.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-2.92K- 3.65% |
$211K - $221K
|
77.1K
$5.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
988New |
$71.2K - $74.8K
|
988
$74.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-165KClosed |
$11.9M - $12.5M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-15- 5.42% |
$1.08K - $1.14K
|
262
$19.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-373- 11.53% |
$26.9K - $28.2K
|
2.86K
$216K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
60New |
$4.33K - $4.54K
|
60
$4.54K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
200New |
$14.4K - $15.1K
|
200
$15.1K
|
|