Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
7.97K+ 26.05% |
$583K - $601K
|
38.5K
$2.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
7.87K+ 20.1% |
$575K - $593K
|
47K
$3.53M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.84K+ 9.42% |
$574K - $592K
|
91.1K
$6.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
7.76KNew |
$567K - $585K
|
7.76K
$583K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
7.53K+ 2.32% |
$551K - $568K
|
331K
$24.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
7.48K+ 2.5% |
$547K - $564K
|
307K
$23.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
7.43K+ 2.78% |
$544K - $561K
|
275K
$20.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.37K+ 5.27% |
$539K - $556K
|
147K
$11.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.96K+ 2.15% |
$509K - $525K
|
330K
$24.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
6.95K+ 20.97% |
$508K - $524K
|
40.1K
$3.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.65K+ 1.64% |
$486K - $501K
|
412K
$30.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6.62K+ 50.75% |
$484K - $499K
|
19.7K
$1.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6.55KNew |
$479K - $494K
|
6.55K
$492K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.53K+ 1.29% |
$477K - $492K
|
511K
$38.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
6.5K+ 14.44% |
$475K - $490K
|
51.5K
$3.87M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.42K+ 4.7% |
$469K - $484K
|
143K
$10.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.22KNew |
$455K - $469K
|
6.22K
$467K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.19K+ 4.05% |
$452K - $467K
|
159K
$11.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.18K+ 5.13% |
$452K - $466K
|
126K
$9.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.15KNew |
$450K - $464K
|
6.15K
$463K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6.14K+ 9.4% |
$449K - $463K
|
71.5K
$5.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.84K+ 6.57% |
$427K - $440K
|
94.8K
$7.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.84K+ 11.54% |
$427K - $440K
|
56.4K
$4.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.75K+ 6.09% |
$421K - $434K
|
100K
$7.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.75KNew |
$420K - $434K
|
5.75K
$432K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.57KNew |
$407K - $420K
|
5.57K
$419K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.53K+ 10.38% |
$404K - $417K
|
58.8K
$4.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.49KNew |
$401K - $414K
|
5.49K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.44K+ 5.19% |
$398K - $410K
|
110K
$8.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5.39K+ 3.9% |
$394K - $407K
|
144K
$10.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.22KNew |
$382K - $394K
|
5.22K
$392K
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
5.21KNew |
$381K - $393K
|
5.21K
$392K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
5.21KNew |
$381K - $393K
|
5.21K
$391K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
5.15K+ 7.42% |
$377K - $388K
|
74.6K
$5.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.13K+ 10.24% |
$375K - $387K
|
55.2K
$4.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
5.05K+ 10.72% |
$369K - $381K
|
52.1K
$3.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
4.96K+ 138.45% |
$363K - $374K
|
8.55K
$643K
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
4.92KNew |
$360K - $371K
|
4.92K
$370K
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.68K+ 9.87% |
$342K - $353K
|
52K
$3.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
4.67K+ 7.25% |
$341K - $352K
|
69K
$5.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
4.59KNew |
$335K - $346K
|
4.59K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.54K+ 12.88% |
$332K - $343K
|
39.8K
$2.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.47K+ 3.57% |
$327K - $337K
|
130K
$9.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4.47KNew |
$327K - $337K
|
4.47K
$336K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.46K+ 0.45% |
$326K - $337K
|
998K
$75M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
4.44K+ 11.71% |
$325K - $335K
|
42.4K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.39K+ 4.01% |
$321K - $331K
|
114K
$8.57M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
4.18KNew |
$306K - $315K
|
4.18K
$314K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.17K+ 1.36% |
$305K - $315K
|
312K
$23.4M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.17K+ 12.68% |
$305K - $314K
|
37.1K
$2.79M
|