Purchases and Sales Made in Q4 2023 in Vanguard Bd Index Fd Inc Inter (BIV)

BIV Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Inter (BIV) during Q4 2023. 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
Feb 14, 2024 Q4 2023
Williams Jones Wealth Management, Llc.

New York, NY
SELL
 -
-21K
- 52.08%
$1.48M - $1.61M
19.3K $1.45M
Feb 08, 2024 Q4 2023
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-22.4K
- 44.43%
$1.58M - $1.72M
28.1K $2.12M
Jan 25, 2024 Q4 2023
First Merchants Corp

SELL
 -
-22.5K
- 12.07%
$1.59M - $1.73M
164K $12.4M
Feb 14, 2024 Q4 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-23.2K
- 24.45%
$1.63M - $1.78M
71.5K $5.39M
Jan 12, 2024 Q4 2023
Verde Capital Management

SELL
 -
-24.5K
- 13.05%
$1.72M - $1.88M
163K $12.3M
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

SELL
 -
-24.8K
- 82.13%
$1.75M - $1.9M
5.39K $406K
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-24.8K
- 6.56%
$1.75M - $1.91M
354K $26.6M
Jan 25, 2024 Q4 2023
Madrona Financial Services, LLC

SELL
 -
-26.6K
Closed
$1.87M - $2.04M
0 $0
Oct 18, 2024 Q4 2023
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-27.8K
- 6.73%
$1.96M - $2.13M
385K $29M
Feb 05, 2024 Q4 2023
Cary Street Partners Asset Management LLC

Richmond, VA
SELL
 -
-27.8K
- 61.22%
$1.96M - $2.13M
17.6K $1.33M
Jan 12, 2024 Q4 2023
Signify Wealth

SELL
 -
-28.3K
- 60.81%
$1.99M - $2.17M
18.2K $1.37M
Feb 07, 2024 Q4 2023
Neumann Capital Management, LLC

SELL
 -
-28.7K
- 25.83%
$2.02M - $2.2M
82.3K $6.2M
Jan 10, 2024 Q4 2023
Revisor Wealth Management LLC

Akron, OH
SELL
 -
-31.8K
- 22.78%
$2.24M - $2.44M
108K $8.13M
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-33.2K
- 1.88%
$2.34M - $2.55M
1.73M $131M
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-34.1K
- 14.76%
$2.41M - $2.62M
197K $14.9M
Feb 14, 2024 Q4 2023
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-34.4K
- 65.83%
$2.42M - $2.64M
17.8K $1.34M
Jan 30, 2024 Q4 2023
True Private Wealth Advisors

SELL
 -
-35.3K
- 52.71%
$2.49M - $2.71M
31.7K $2.39M
Feb 14, 2024 Q4 2023
Modera Wealth Management, LLC

SELL
 -
-37.1K
- 9.13%
$2.61M - $2.84M
369K $27.8M
Jan 18, 2024 Q4 2023
Austin Private Wealth, LLC

SELL
 -
-41.5K
- 9.43%
$2.93M - $3.19M
399K $30.1M
Feb 01, 2024 Q4 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-50.2K
- 63.72%
$3.54M - $3.86M
28.6K $2.16M
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

SELL
 -
-58.1K
- 49.15%
$4.09M - $4.46M
60.1K $4.53M
Feb 14, 2024 Q4 2023
Vanguard Group Inc

Valley Forge, PA
SELL
 -
-59.6K
- 71.93%
$4.2M - $4.57M
23.3K $1.75M
Jan 19, 2024 Q4 2023
Fifth Third Bancorp

SELL
 -
-66.1K
- 26.61%
$4.66M - $5.08M
182K $13.7M
Jan 17, 2024 Q4 2023
Echo Wealth Management, LLC

SELL
 -
-92.5K
- 50.11%
$6.52M - $7.09M
92.1K $6.94M
Feb 13, 2024 Q4 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
SELL
 -
-94.3K
- 98.41%
$6.65M - $7.24M
1.52K $115K
Feb 01, 2024 Q4 2023
Burt Wealth Advisors

SELL
 -
-97.7K
- 23.07%
$6.89M - $7.5M
326K $24.5M
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-125K
- 3.07%
$8.78M - $9.56M
3.94M $297M
Jan 18, 2024 Q4 2023
Ht Partners LLC

SELL
 -
-128K
- 89.19%
$9.05M - $9.85M
15.6K $1.17M
Feb 14, 2024 Q4 2023
Comerica Bank

SELL
 -
-153K
- 14.43%
$10.8M - $11.8M
910K $68.6M
Dec 26, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-156K
- 37.57%
$11M - $12M
259K $19.5M
Feb 14, 2024 Q4 2023
Websterrogers Financial Advisors, LLC

SELL
 -
-160K
- 54.79%
$11.3M - $12.3M
132K $9.98M
Feb 09, 2024 Q4 2023
Ubs Group Ag

SELL
 -
-162K
- 9.2%
$11.4M - $12.5M
1.6M $121M
Jan 12, 2024 Q4 2023
Wealthsource Partners, LLC

SELL
 -
-186K
- 43.87%
$13.1M - $14.3M
238K $17.9M
Feb 01, 2024 Q4 2023
Summit Wealth & Retirement Planning, Inc.

SELL
 -
-221K
- 94.96%
$15.6M - $17M
11.7K $884K
Feb 08, 2024 Q4 2023
Efficient Advisors, LLC

SELL
 -
-241K
- 17.16%
$17M - $18.5M
1.16M $87.7M
Feb 07, 2024 Q4 2023
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-281K
- 72.7%
$19.8M - $21.6M
106K $7.96M
Feb 05, 2024 Q4 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-336K
- 79.94%
$23.7M - $25.8M
84.2K $6.35M
Feb 14, 2024 Q4 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-371K
- 13.99%
$26.2M - $28.5M
2.28M $172M
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-375K
- 4.67%
$26.5M - $28.8M
7.66M $577M
Feb 12, 2024 Q4 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-441K
- 16.98%
$31.1M - $33.8M
2.15M $162M
Feb 08, 2024 Q4 2023
Retirement Investment Advisors, Inc.

Oklahoma City, OK
SELL
 -
-754K
- 41.42%
$53.1M - $57.8M
1.07M $80.3M
Feb 15, 2024 Q4 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
SELL
 -
-806K
- 80.57%
$56.8M - $61.9M
194K $14.7M
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

SELL
 -
-928K
- 95.02%
$65.4M - $71.2M
48.7K $3.67M
Jan 25, 2024 Q4 2023
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-945K
- 98.69%
$66.6M - $72.5M
12.5K $945K
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

SELL
 -
-1.47M
- 8.36%
$104M - $113M
16.1M $1.21B
Feb 14, 2024 Q4 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-2.19M
- 45.96%
$154M - $168M
2.57M $194M

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