Purchases and Sales Made in Q1 2025 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 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.54M+ 10878.02% |
$557M - $578M
|
7.61M
$586M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.24M+ 7.35% |
$91.4M - $94.9M
|
18.1M
$1.39B
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
479K+ 263.9% |
$35.3M - $36.7M
|
661K
$50.9M
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
457K+ 1869.08% |
$33.7M - $35M
|
482K
$37.1M
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
450K+ 11.38% |
$33.2M - $34.5M
|
4.4M
$339M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
397K+ 286.72% |
$29.3M - $30.4M
|
535K
$41.2M
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
383K+ 142.23% |
$28.3M - $29.4M
|
653K
$50.3M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
134K+ 4.59% |
$9.86M - $10.2M
|
3.04M
$234M
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
116K+ 44.52% |
$8.56M - $8.88M
|
377K
$29M
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
109K+ 154.84% |
$8.06M - $8.36M
|
180K
$13.8M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
98.5K+ 4.4% |
$7.27M - $7.55M
|
2.34M
$180M
|
|
Apr 22, 2025
Q1 2025
|
Refined Wealth Management
|
BUY
|
- |
97KNew |
$7.16M - $7.43M
|
97K
$7.47M
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
82.1KNew |
$6.06M - $6.29M
|
82.1K
$6.32M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
78.5K+ 213.46% |
$5.79M - $6.01M
|
115K
$8.88M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
76.4K+ 10.66% |
$5.63M - $5.85M
|
793K
$61.1M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
73K+ 241.7% |
$5.39M - $5.59M
|
103K
$7.95M
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
72.7K+ 37.3% |
$5.36M - $5.57M
|
268K
$20.6M
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
70.2K+ 462.49% |
$5.18M - $5.38M
|
85.4K
$6.57M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
68.1K+ 14.84% |
$5.02M - $5.21M
|
527K
$40.6M
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
65.5K+ 29.23% |
$4.83M - $5.02M
|
290K
$22.3M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53.5K+ 3.13% |
$3.95M - $4.1M
|
1.76M
$136M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
51.4KNew |
$3.79M - $3.94M
|
51.4K
$3.96M
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
49.4K+ 16.08% |
$3.64M - $3.78M
|
357K
$27.5M
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
44.3K+ 23.57% |
$3.27M - $3.39M
|
232K
$17.9M
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
42.5K+ 47.99% |
$3.13M - $3.25M
|
131K
$10.1M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
41.2K+ 4.51% |
$3.04M - $3.16M
|
955K
$73.6M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
40.8K+ 10.78% |
$3.01M - $3.12M
|
419K
$32.3M
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
39.5K+ 28.71% |
$2.92M - $3.03M
|
177K
$13.6M
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
35.5KNew |
$2.62M - $2.72M
|
35.5K
$2.73M
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
34.6K+ 5.41% |
$2.55M - $2.65M
|
674K
$51.9M
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
31.8KNew |
$2.34M - $2.43M
|
31.8K
$2.45M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.1K+ 3.65% |
$2.3M - $2.38M
|
884K
$68.1M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
28.5K+ 52.1% |
$2.1M - $2.18M
|
83.2K
$6.41M
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
25.7K+ 252.93% |
$1.9M - $1.97M
|
35.9K
$2.77M
|
|
Apr 29, 2025
Q1 2025
|
Lincoln National Corp
|
BUY
|
- |
24.6K+ 1.24% |
$1.82M - $1.89M
|
2.02M
$155M
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
23.8K+ 264.53% |
$1.76M - $1.82M
|
32.8K
$2.53M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23.5K+ 6.21% |
$1.74M - $1.8M
|
403K
$31M
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
23.5K+ 6.59% |
$1.74M - $1.8M
|
381K
$29.3M
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
23.3K+ 117.14% |
$1.72M - $1.79M
|
43.2K
$3.33M
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
22.8KNew |
$1.68M - $1.75M
|
22.8K
$1.76M
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
22.3K+ 7.82% |
$1.64M - $1.71M
|
307K
$23.6M
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
22.2K+ 23.58% |
$1.64M - $1.7M
|
116K
$8.97M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.4KNew |
$1.58M - $1.64M
|
21.4K
$1.65M
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
20.7K+ 3.25% |
$1.53M - $1.58M
|
656K
$50.5M
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
20.5K+ 8.85% |
$1.51M - $1.57M
|
252K
$19.4M
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
18.8KNew |
$1.39M - $1.44M
|
18.8K
$1.45M
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
18.8K+ 15.03% |
$1.39M - $1.44M
|
144K
$11.1M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18.3K+ 3.99% |
$1.35M - $1.4M
|
476K
$36.7M
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
18.1K+ 5.86% |
$1.34M - $1.39M
|
328K
$25.2M
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
BUY
|
- |
16.8K+ 2.56% |
$1.24M - $1.29M
|
675K
$52M
|