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 |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
23+ 34.33% |
$1.71K - $1.76K
|
90
$6.92K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
15KNew |
$1.12M - $1.15M
|
15K
$1.15M
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
50+ 119.05% |
$3.73K - $3.83K
|
92
$7.07K
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.87K- 33.11% |
$363K - $373K
|
9.83K
$756K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
17+ 0.36% |
$1.27K - $1.3K
|
4.68K
$360K
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-452- 13.24% |
$33.7K - $34.6K
|
2.96K
$228K
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
2+ 0.03% |
$149 - $153
|
6.58K
$506K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-93- 14.37% |
$6.93K - $7.12K
|
554
$42.6K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-132- 80.49% |
$9.84K - $10.1K
|
32
$2.46K
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
55.2K+ 46.68% |
$4.11M - $4.23M
|
173K
$13.3M
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
15.5KNew |
$1.15M - $1.19M
|
15.5K
$1.19M
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
18.4K+ 26.37% |
$1.37M - $1.41M
|
88.1K
$6.78M
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.26K- 27.17% |
$93.7K - $96.3K
|
3.37K
$259K
|
|
Q4 2023 | |||||||
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5New |
$352 - $384
|
5
$384
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
25+ 416.67% |
$1.76K - $1.92K
|
31
$2.38K
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
101+ 3.47% |
$7.12K - $7.75K
|
3.01K
$232K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
262+ 1.53% |
$18.5K - $20.1K
|
17.4K
$1.34M
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
81New |
$5.71K - $6.22K
|
81
$6.23K
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
BUY
|
- |
3.96KNew |
$279K - $304K
|
3.96K
$304K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
178+ 17800.0% |
$12.5K - $13.7K
|
179
$13.8K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
85New |
$5.99K - $6.52K
|
85
$6.54K
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-487- 8.12% |
$34.3K - $37.4K
|
5.51K
$423K
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-539- 7.47% |
$38K - $41.4K
|
6.67K
$513K
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.5KNew |
$106K - $115K
|
1.5K
$116K
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.19KNew |
$225K - $245K
|
3.19K
$246K
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
5.27KNew |
$371K - $404K
|
5.27K
$405K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
200New |
$14.1K - $15.3K
|
200
$15.4K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.33KNew |
$657K - $716K
|
9.33K
$717K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.03K- 85.46% |
$143K - $156K
|
346
$26.6K
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
2.81KNew |
$198K - $216K
|
2.81K
$216K
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
5.11K+ 12.89% |
$360K - $392K
|
44.8K
$3.44M
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.67KNew |
$259K - $282K
|
3.67K
$282K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
37New |
$2.61K - $2.84K
|
37
$2.84K
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.76KNew |
$194K - $212K
|
2.76K
$212K
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-524- 15.4% |
$36.9K - $40.2K
|
2.88K
$221K
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
7.04KNew |
$496K - $540K
|
7.04K
$542K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
648New |
$45.7K - $49.7K
|
648
$49.8K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
101New |
$7.12K - $7.75K
|
101
$7.77K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
125New |
$8.81K - $9.59K
|
125
$9.61K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.25KNew |
$87.8K - $95.5K
|
1.25K
$95.7K
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
45+ 1.61% |
$3.17K - $3.45K
|
2.84K
$219K
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
32+ 0.58% |
$2.26K - $2.46K
|
5.56K
$427K
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.34KNew |
$235K - $256K
|
3.34K
$256K
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-975- 14.18% |
$68.7K - $74.8K
|
5.9K
$454K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
15New |
$1.06K - $1.15K
|
15
$1.15K
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.68KNew |
$189K - $206K
|
2.68K
$206K
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.13KNew |
$291K - $317K
|
4.13K
$318K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
58New |
$4.09K - $4.45K
|
58
$4.46K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19.5K+ 208.76% |
$1.37M - $1.49M
|
28.8K
$2.21M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5- 1.53% |
$352 - $384
|
321
$24.7K
|