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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.02K+ 28.08% |
$370K - $384K
|
22.9K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.94K+ 5.69% |
$365K - $379K
|
91.8K
$7.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.88K+ 33.47% |
$360K - $374K
|
19.5K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
4.8K+ 10.52% |
$354K - $367K
|
50.4K
$3.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.29K+ 177.17% |
$317K - $329K
|
6.71K
$517K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.18K+ 4.07% |
$308K - $320K
|
107K
$8.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
4.09K+ 11.38% |
$302K - $314K
|
40.1K
$3.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.83K+ 209.59% |
$282K - $293K
|
5.65K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.75K+ 4.34% |
$277K - $287K
|
90.2K
$6.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
3.7K+ 4.34% |
$273K - $283K
|
89K
$6.85M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.58K+ 5.2% |
$264K - $274K
|
72.3K
$5.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
3.49KNew |
$258K - $268K
|
3.49K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.48K+ 96.5% |
$257K - $266K
|
7.08K
$545K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.42K+ 88.34% |
$253K - $262K
|
7.3K
$562K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.36KNew |
$248K - $257K
|
3.36K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.35KNew |
$247K - $257K
|
3.35K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.33K+ 1.65% |
$246K - $255K
|
205K
$15.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.24K+ 4.57% |
$239K - $248K
|
74.1K
$5.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.23K+ 52.19% |
$238K - $247K
|
9.4K
$724K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
3.2K+ 2.94% |
$236K - $245K
|
112K
$8.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.11KNew |
$229K - $238K
|
3.11K
$239K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
3.08K+ 11.77% |
$227K - $236K
|
29.2K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.05K+ 18.08% |
$225K - $234K
|
19.9K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.03K+ 13.75% |
$223K - $232K
|
25.1K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.97KNew |
$219K - $228K
|
2.97K
$229K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.94K+ 3970.27% |
$217K - $225K
|
3.01K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.91K+ 1.71% |
$215K - $223K
|
173K
$13.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.73KNew |
$201K - $209K
|
2.73K
$210K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2.64KNew |
$195K - $203K
|
2.64K
$204K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.62KNew |
$193K - $200K
|
2.62K
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
2.48K+ 6.53% |
$183K - $190K
|
40.4K
$3.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.36K+ 15.47% |
$174K - $180K
|
17.6K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.29K+ 6.42% |
$169K - $175K
|
37.9K
$2.92M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.28K+ 27.44% |
$169K - $175K
|
10.6K
$817K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.21K+ 47.22% |
$163K - $169K
|
6.89K
$531K
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
2.17K+ 11.3% |
$160K - $166K
|
21.3K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.15K+ 2.97% |
$159K - $165K
|
74.6K
$5.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.11K+ 7.27% |
$155K - $161K
|
31.1K
$2.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.08K+ 5.28% |
$154K - $160K
|
41.6K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.95K+ 32.45% |
$144K - $150K
|
7.97K
$614K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.93K+ 6.39% |
$142K - $148K
|
32.1K
$2.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
1.85K+ 4.29% |
$137K - $142K
|
45K
$3.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.81K+ 38.5% |
$134K - $139K
|
6.52K
$502K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 25.09% |
$127K - $132K
|
8.61K
$663K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.65K+ 6.98% |
$122K - $126K
|
25.3K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.49K+ 49.39% |
$110K - $114K
|
4.52K
$348K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 16.58% |
$109K - $113K
|
10.4K
$798K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
1.44K+ 2.64% |
$106K - $110K
|
56K
$4.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.24K+ 1.73% |
$91.6K - $95.1K
|
73.2K
$5.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.24K+ 13.96% |
$91.3K - $94.8K
|
10.1K
$779K
|