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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
981New |
$73.5K - $76K
|
981
$75.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-519- 11.97% |
$38.9K - $40.2K
|
3.82K
$293K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-391- 8.88% |
$29.3K - $30.3K
|
4.01K
$308K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
9.75KNew |
$731K - $755K
|
9.75K
$750K
|
|
| Q1 2023 | |||||||
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.61KClosed |
$413K - $434K
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
12.4K+ 4.7% |
$909K - $956K
|
275K
$21.2M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.44KNew |
$327K - $343K
|
4.44K
$341K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-25.5K- 98.7% |
$1.88M - $1.97M
|
337
$25.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.76K- 44.19% |
$424K - $445K
|
7.28K
$560K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
33+ 0.22% |
$2.43K - $2.55K
|
14.8K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
763New |
$56.1K - $59K
|
763
$58.7K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.94KClosed |
$437K - $459K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
229New |
$16.8K - $17.7K
|
229
$17.6K
|
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
BUY
|
- |
4.7KNew |
$345K - $363K
|
4.7K
$361K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5.26K- 64.33% |
$387K - $407K
|
2.92K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-185- 89.37% |
$13.6K - $14.3K
|
22
$1.69K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
63+ 0.36% |
$4.63K - $4.87K
|
17.4K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
175New |
$12.9K - $13.5K
|
175
$13.5K
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.34KNew |
$319K - $335K
|
4.34K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
349New |
$25.7K - $27K
|
349
$26.8K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
143New |
$10.5K - $11.1K
|
143
$11K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6+ 0.22% |
$441 - $464
|
2.72K
$209K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-99.5KClosed |
$7.32M - $7.69M
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.76KNew |
$203K - $213K
|
2.76K
$212K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.02KNew |
$148K - $156K
|
2.02K
$155K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2.1K- 63.64% |
$154K - $162K
|
1.2K
$92.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-767- 19.96% |
$56.4K - $59.3K
|
3.08K
$237K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-13- 7.74% |
$956 - $1.01K
|
155
$11.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-90- 84.11% |
$6.62K - $6.96K
|
17
$1.31K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.62KNew |
$193K - $203K
|
2.62K
$201K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
11.2KNew |
$823K - $865K
|
11.2K
$860K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-561- 78.68% |
$41.3K - $43.4K
|
152
$11.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
116New |
$8.53K - $8.97K
|
116
$8.92K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
460+ 1.71% |
$33.8K - $35.6K
|
27.3K
$2.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-300- 0.39% |
$22.1K - $23.2K
|
77K
$5.92M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-354- 1.33% |
$26K - $27.4K
|
26.2K
$2.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.91KNew |
$214K - $225K
|
2.91K
$224K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.61KNew |
$192K - $201K
|
2.61K
$200K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
471+ 17.31% |
$34.7K - $36.4K
|
3.19K
$245K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.52KClosed |
$252K - $268K
|
0
$0
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.82KClosed |
$202K - $215K
|
0
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
56New |
$4.01K - $4.27K
|
56
$4.31K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-123- 2.01% |
$8.81K - $9.39K
|
6.01K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
13.6KNew |
$973K - $1.04M
|
13.6K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.23MNew |
$88M - $93.7M
|
1.23M
$94.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.85K- 23.45% |
$133K - $141K
|
6.05K
$465K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
358+ 7.96% |
$25.6K - $27.3K
|
4.86K
$374K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.77K- 34.5% |
$127K - $135K
|
3.36K
$259K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
330+ 3.59% |
$23.6K - $25.2K
|
9.51K
$732K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
4.93KNew |
$353K - $376K
|
4.93K
$379K
|
|