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 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-26.4K- 14.16% |
$1.95M - $2.02M
|
160K
$12.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-26.7K- 33.71% |
$1.97M - $2.04M
|
52.4K
$4.04M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-26.8K- 29.6% |
$1.98M - $2.05M
|
63.8K
$4.91M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-27.7K- 10.73% |
$2.05M - $2.12M
|
231K
$17.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-29.4K- 29.73% |
$2.17M - $2.25M
|
69.6K
$5.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-29.8K- 75.64% |
$2.2M - $2.28M
|
9.6K
$739K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-45.2K- 31.18% |
$3.33M - $3.46M
|
99.7K
$7.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-46.5K- 80.07% |
$3.43M - $3.56M
|
11.6K
$891K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-62.7K- 17.09% |
$4.63M - $4.81M
|
304K
$23.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-74.9K- 40.44% |
$5.52M - $5.73M
|
110K
$8.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-80K- 19.87% |
$5.9M - $6.13M
|
323K
$24.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-102K- 91.61% |
$7.49M - $7.78M
|
9.31K
$717K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-102K- 24.21% |
$7.53M - $7.82M
|
320K
$24.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-174K- 94.77% |
$12.8M - $13.3M
|
9.59K
$738K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-7.51M- 98.69% |
$554M - $576M
|
99.4K
$7.66M
|