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
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
219New |
$16.2K - $16.8K
|
219
$16.9K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
214New |
$15.8K - $16.4K
|
214
$16.5K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
212+ 1.3% |
$15.6K - $16.2K
|
16.5K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
208+ 4.69% |
$15.3K - $15.9K
|
4.64K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
206New |
$15.2K - $15.8K
|
206
$15.9K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
199+ 4.91% |
$14.7K - $15.2K
|
4.25K
$328K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
199+ 4.49% |
$14.7K - $15.2K
|
4.63K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
190+ 6.14% |
$14K - $14.6K
|
3.29K
$254K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
188+ 2.87% |
$13.9K - $14.4K
|
6.75K
$521K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
188+ 8.88% |
$13.9K - $14.4K
|
2.3K
$178K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
177+ 1.59% |
$13.1K - $13.6K
|
11.3K
$873K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
168+ 4.52% |
$12.4K - $12.9K
|
3.89K
$300K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
166+ 1.99% |
$12.2K - $12.7K
|
8.51K
$657K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
155New |
$11.4K - $11.9K
|
155
$12K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
155+ 3.67% |
$11.4K - $11.9K
|
4.38K
$338K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
144+ 4.41% |
$10.6K - $11K
|
3.41K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
138+ 1.3% |
$10.2K - $10.6K
|
10.8K
$832K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
137+ 4.58% |
$10.1K - $10.5K
|
3.13K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
133+ 3.94% |
$9.81K - $10.2K
|
3.51K
$271K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
132+ 0.41% |
$9.74K - $10.1K
|
32.7K
$2.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
130+ 2.09% |
$9.59K - $9.96K
|
6.35K
$490K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
125+ 73.1% |
$9.22K - $9.57K
|
296
$22.9K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
124+ 3.98% |
$9.15K - $9.5K
|
3.24K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
122+ 4.55% |
$9K - $9.34K
|
2.81K
$217K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
116New |
$8.56K - $8.88K
|
116
$8.96K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
108+ 2.13% |
$7.97K - $8.27K
|
5.19K
$400K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
105+ 0.36% |
$7.75K - $8.04K
|
29K
$2.24M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
100+ 4.68% |
$7.38K - $7.66K
|
2.24K
$173K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
99+ 0.07% |
$7.3K - $7.58K
|
135K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
91+ 379.17% |
$6.71K - $6.97K
|
115
$8.88K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
83+ 1.44% |
$6.12K - $6.36K
|
5.87K
$453K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
77+ 3.79% |
$5.68K - $5.9K
|
2.11K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
77+ 0.77% |
$5.68K - $5.9K
|
10.1K
$778K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
74+ 2.17% |
$5.46K - $5.67K
|
3.49K
$269K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
73+ 1.15% |
$5.39K - $5.59K
|
6.45K
$498K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
72+ 0.23% |
$5.31K - $5.51K
|
31.1K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
66+ 0.68% |
$4.87K - $5.05K
|
9.76K
$754K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
64New |
$4.72K - $4.9K
|
64
$4.94K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
61+ 145.24% |
$4.5K - $4.67K
|
103
$7.95K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
60+ 10.99% |
$4.43K - $4.6K
|
606
$46.8K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
56New |
$4.13K - $4.29K
|
56
$4.32K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
56New |
$4.13K - $4.29K
|
56
$4.32K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
54+ 1.23% |
$3.98K - $4.14K
|
4.45K
$343K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
54+ 1.98% |
$3.98K - $4.14K
|
2.79K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
50+ 0.22% |
$3.69K - $3.83K
|
22.3K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
38New |
$2.8K - $2.91K
|
38
$2.93K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
37+ 9.87% |
$2.73K - $2.83K
|
412
$31.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
36+ 7.47% |
$2.66K - $2.76K
|
518
$40K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
35+ 0.64% |
$2.58K - $2.68K
|
5.49K
$424K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
33+ 0.64% |
$2.43K - $2.53K
|
5.22K
$403K
|