Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.23K+ 4.9% |
$285K - $291K
|
69K
$5.42M
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.21K+ 36.13% |
$283K - $289K
|
12.1K
$950K
|
|
Aug 10, 2021
Q2 2021
|
Life Pro Asset Management
|
BUY
|
- |
3.2KNew |
$283K - $289K
|
3.2K
$252K
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.17K+ 7.65% |
$280K - $286K
|
44.7K
$3.51M
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.15KNew |
$278K - $284K
|
3.15K
$247K
|
|
Jul 01, 2021
Q2 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.14K+ 10.04% |
$277K - $283K
|
34.4K
$2.7M
|
|
Aug 13, 2021
Q2 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.13KNew |
$277K - $282K
|
3.13K
$246K
|
|
Aug 04, 2021
Q2 2021
|
Esl Trust Services, LLC
|
BUY
|
- |
3.03K+ 10.12% |
$267K - $273K
|
32.9K
$2.59M
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.94KNew |
$260K - $265K
|
2.94K
$231K
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.93K+ 49.65% |
$258K - $264K
|
8.82K
$693K
|
|
Aug 06, 2021
Q2 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.85K+ 14.96% |
$251K - $257K
|
21.9K
$1.72M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
2.84K+ 1011.39% |
$251K - $256K
|
3.12K
$245K
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.84K+ 62.69% |
$251K - $256K
|
7.37K
$579K
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.83K+ 17.8% |
$250K - $255K
|
18.7K
$1.47M
|
|
Aug 10, 2021
Q2 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.77K+ 2.53% |
$244K - $249K
|
112K
$8.82M
|
|
Aug 10, 2021
Q2 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.52KNew |
$223K - $228K
|
2.52K
$198K
|
|
Jul 21, 2021
Q2 2021
|
Ht Partners LLC
|
BUY
|
- |
2.49K+ 2.25% |
$220K - $224K
|
113K
$8.9M
|
|
Jul 29, 2021
Q2 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
2.43KNew |
$214K - $219K
|
2.43K
$191K
|
|
Aug 10, 2021
Q2 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.41K+ 3.56% |
$213K - $217K
|
70.2K
$5.51M
|
|
Aug 13, 2021
Q2 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
2.4K+ 1.77% |
$212K - $216K
|
138K
$10.9M
|
|
Jul 30, 2021
Q2 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
2.34KNew |
$207K - $211K
|
2.34K
$184K
|
|
Jul 19, 2021
Q2 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
2.28KNew |
$201K - $205K
|
2.28K
$179K
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.27KNew |
$201K - $205K
|
2.27K
$179K
|
|
Aug 10, 2021
Q2 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.26K+ 7.82% |
$200K - $204K
|
31.2K
$2.45M
|
|
Aug 12, 2021
Q2 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.23K+ 29.27% |
$197K - $201K
|
9.86K
$775K
|
|
Aug 03, 2021
Q2 2021
|
Compass Financial Group, Inc.
|
BUY
|
- |
2.19K+ 11.86% |
$194K - $198K
|
20.7K
$1.63M
|
|
Aug 13, 2021
Q2 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.15K+ 0.9% |
$190K - $194K
|
240K
$18.9M
|
|
Jul 14, 2021
Q2 2021
|
Aries Wealth Management
|
BUY
|
- |
2.11K+ 17.4% |
$186K - $190K
|
14.2K
$1.12M
|
|
Aug 02, 2021
Q2 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2.05K+ 3.32% |
$181K - $185K
|
63.8K
$5.01M
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.05K+ 10.59% |
$181K - $185K
|
21.4K
$1.68M
|
|
Jul 22, 2021
Q2 2021
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.04K+ 8.37% |
$180K - $184K
|
26.4K
$2.07M
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.02K+ 2.91% |
$179K - $182K
|
71.6K
$5.63M
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2K+ 3.2% |
$177K - $181K
|
64.7K
$5.08M
|
|
Aug 05, 2021
Q2 2021
|
Simmons Bank
|
BUY
|
- |
1.94K+ 9.7% |
$171K - $175K
|
21.9K
$1.72M
|
|
Jul 15, 2021
Q2 2021
|
Eclectic Associates Inc
|
BUY
|
- |
1.86K+ 18.01% |
$164K - $167K
|
12.2K
$956K
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.86K+ 30.21% |
$164K - $167K
|
8K
$629K
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.86K+ 13.42% |
$164K - $167K
|
15.7K
$1.23M
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
BUY
|
- |
1.84KNew |
$163K - $166K
|
1.84K
$145K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.78K+ 4.66% |
$157K - $161K
|
40K
$3.14M
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.77K+ 9.77% |
$157K - $160K
|
19.9K
$1.57M
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.71KNew |
$151K - $155K
|
1.71K
$135K
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.71K+ 75.79% |
$151K - $154K
|
3.97K
$312K
|
|
Jul 21, 2021
Q2 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.66K+ 53.41% |
$147K - $150K
|
4.77K
$375K
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.66K+ 34.66% |
$147K - $150K
|
6.45K
$507K
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.64K+ 4.82% |
$144K - $148K
|
35.6K
$2.8M
|
|
Aug 09, 2021
Q2 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.62K+ 8.94% |
$143K - $146K
|
19.8K
$1.55M
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.53K+ 56.0% |
$135K - $138K
|
4.27K
$335K
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.52K+ 4.94% |
$134K - $137K
|
32.3K
$2.54M
|
|
Jul 28, 2021
Q2 2021
|
Nbt Bank N A
|
BUY
|
- |
1.52K+ 34.74% |
$134K - $137K
|
5.9K
$463K
|
|
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.47K+ 9.73% |
$130K - $133K
|
16.6K
$1.3M
|