Purchases and Sales Made in Q1 2024 in Vanguard Bd Index Fd Inc Inter (BIV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Inter (BIV) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC INTER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
74+ 1.29% |
$5.51K - $5.67K
|
5.81K
$448K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
69+ 46.94% |
$5.14K - $5.29K
|
216
$16.7K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
67+ 0.01% |
$4.99K - $5.13K
|
993K
$76.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66+ 1.06% |
$4.92K - $5.06K
|
6.32K
$488K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58+ 2.1% |
$4.32K - $4.44K
|
2.81K
$217K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
50+ 119.05% |
$3.73K - $3.83K
|
92
$7.1K
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
40+ 0.61% |
$2.98K - $3.06K
|
6.55K
$506K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
37New |
$2.76K - $2.83K
|
37
$2.86K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
34+ 0.14% |
$2.53K - $2.6K
|
25.1K
$1.94M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
31+ 0.74% |
$2.31K - $2.37K
|
4.25K
$328K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
29+ 0.38% |
$2.16K - $2.22K
|
7.61K
$588K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
27New |
$2.01K - $2.07K
|
27
$2.08K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
26+ 0.12% |
$1.94K - $1.99K
|
22.1K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26+ 33.77% |
$1.94K - $1.99K
|
103
$7.95K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
23+ 34.33% |
$1.71K - $1.76K
|
90
$6.95K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
21+ 0.48% |
$1.56K - $1.61K
|
4.4K
$340K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
21New |
$1.56K - $1.61K
|
21
$1.62K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
20+ 0.41% |
$1.49K - $1.53K
|
4.88K
$377K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
19+ 0.58% |
$1.42K - $1.46K
|
3.31K
$256K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
18+ 0.57% |
$1.34K - $1.38K
|
3.16K
$244K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
17+ 0.36% |
$1.27K - $1.3K
|
4.68K
$361K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
17+ 0.59% |
$1.27K - $1.3K
|
2.89K
$223K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 0.56% |
$1.27K - $1.3K
|
3.06K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
15+ 2.86% |
$1.12K - $1.15K
|
540
$41.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
15+ 0.47% |
$1.12K - $1.15K
|
3.21K
$248K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.95% |
$1.12K - $1.15K
|
1.6K
$124K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
15+ 0.5% |
$1.12K - $1.15K
|
3.01K
$232K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13New |
$969 - $996
|
13
$1K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12+ 0.54% |
$894 - $919
|
2.24K
$173K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
12New |
$894 - $919
|
12
$927
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
11+ 0.13% |
$820 - $843
|
8.74K
$675K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
10+ 0.12% |
$745 - $766
|
8.08K
$624K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
9+ 0.08% |
$671 - $689
|
11.5K
$887K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
9+ 0.17% |
$671 - $689
|
5.41K
$418K
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
8+ 0.03% |
$596 - $613
|
25.2K
$1.94M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.05% |
$596 - $613
|
17.2K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8New |
$596 - $613
|
8
$618
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 0.67% |
$522 - $536
|
1.05K
$81.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
7+ 0.06% |
$522 - $536
|
11.1K
$858K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.14% |
$522 - $536
|
4.9K
$378K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6+ 14.29% |
$447 - $460
|
48
$3.71K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6New |
$447 - $460
|
6
$463
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4New |
$298 - $306
|
4
$309
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.22% |
$298 - $306
|
1.83K
$141K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.29% |
$298 - $306
|
1.39K
$107K
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3+ 0.06% |
$224 - $230
|
5.34K
$412K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.43% |
$149 - $153
|
470
$36.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.76% |
$149 - $153
|
265
$20.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
2+ 0.03% |
$149 - $153
|
6.58K
$508K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.98% |
$74.5 - $76.6
|
103
$7.95K
|