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 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.88K- 51.3% |
$349K - $372K
|
4.63K
$356K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
200New |
$14.3K - $15.3K
|
200
$15.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
14KNew |
$1M - $1.07M
|
14K
$1.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-4.86K- 11.23% |
$348K - $371K
|
38.4K
$2.95M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-388- 48.08% |
$27.8K - $29.6K
|
419
$32.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
5.52KNew |
$395K - $421K
|
5.52K
$424K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
474New |
$34K - $36.2K
|
474
$36.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
620New |
$44.4K - $47.3K
|
620
$47.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.57K- 22.97% |
$112K - $119K
|
5.25K
$404K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
230New |
$16.5K - $17.6K
|
230
$17.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-3K- 94.94% |
$215K - $229K
|
160
$12.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.73K+ 17.52% |
$196K - $208K
|
18.3K
$1.41M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-356- 3.76% |
$25.5K - $27.2K
|
9.12K
$702K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-410- 11.54% |
$29.4K - $31.3K
|
3.14K
$242K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
70New |
$5.01K - $5.34K
|
70
$5.38K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.35K- 83.81% |
$96.4K - $103K
|
260
$20K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
97New |
$6.95K - $7.4K
|
97
$7.46K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
49New |
$3.51K - $3.74K
|
49
$3.77K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-354Closed |
$25.7K - $28.3K
|
0
$0
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.68KClosed |
$341K - $374K
|
0
$0
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-111- 2.8% |
$8.07K - $8.87K
|
3.85K
$296K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-919- 65.13% |
$66.8K - $73.5K
|
492
$37.8K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
28.6KNew |
$2.08M - $2.29M
|
28.6K
$2.2M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
673New |
$48.9K - $53.8K
|
673
$51.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.73KNew |
$198K - $218K
|
2.73K
$210K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
607New |
$44.1K - $48.5K
|
607
$46.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
599New |
$43.6K - $47.9K
|
599
$46.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-472- 4.5% |
$34.3K - $37.7K
|
10K
$771K
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-1.17K- 4.99% |
$85K - $93.4K
|
22.2K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-328- 22.64% |
$23.9K - $26.2K
|
1.12K
$86.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
288KNew |
$20.9M - $23M
|
288K
$22.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
24.5K+ 41.87% |
$1.78M - $1.96M
|
83.1K
$6.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-97- 3.27% |
$7.05K - $7.75K
|
2.87K
$221K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
465New |
$33.8K - $37.2K
|
465
$35.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
44+ 1.46% |
$3.2K - $3.52K
|
3.06K
$236K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
53.4KNew |
$3.88M - $4.26M
|
53.4K
$4.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.54K- 32.15% |
$112K - $123K
|
3.26K
$250K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 97.08% |
$208K - $229K
|
86
$6.61K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
77New |
$5.6K - $6.15K
|
77
$5.92K
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-320- 9.03% |
$23.3K - $25.6K
|
3.22K
$248K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
94New |
$6.84K - $7.51K
|
94
$7.23K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-57- 12.81% |
$4.15K - $4.56K
|
388
$29.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
2.12K+ 2.44% |
$154K - $169K
|
88.8K
$6.83M
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-478- 11.05% |
$34.8K - $38.2K
|
3.85K
$296K
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
4.25KNew |
$309K - $340K
|
4.25K
$327K
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
SELL
|
- |
-81- 0.7% |
$5.89K - $6.47K
|
11.4K
$880K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-1.29K- 38.89% |
$93.8K - $103K
|
2.03K
$156K
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-50.2K- 91.44% |
$3.65M - $4.01M
|
4.7K
$362K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-15- 15.0% |
$1.09K - $1.2K
|
85
$6.54K
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
382+ 22.43% |
$27.8K - $30.5K
|
2.09K
$160K
|
|