Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-39.3K- 28.83% |
$2.93M - $3.08M
|
97.1K
$7.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-44.7K- 47.99% |
$3.33M - $3.5M
|
48.5K
$3.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-45.5K- 19.89% |
$3.39M - $3.56M
|
183K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-51K- 26.96% |
$3.8M - $3.99M
|
138K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-55.4K- 30.7% |
$4.12M - $4.34M
|
125K
$9.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-56.4K- 0.33% |
$4.2M - $4.42M
|
16.9M
$1.29B
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-63.9K- 38.79% |
$4.76M - $5.01M
|
101K
$7.71M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-71.4K- 7.16% |
$5.32M - $5.6M
|
926K
$70.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-73K- 77.86% |
$5.44M - $5.72M
|
20.7K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-74K- 6.0% |
$5.51M - $5.8M
|
1.16M
$88.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-75.5K- 42.36% |
$5.63M - $5.92M
|
103K
$7.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-84.2K- 65.6% |
$6.27M - $6.6M
|
44.1K
$3.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-88K- 38.5% |
$6.55M - $6.89M
|
140K
$10.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-94.8K- 59.98% |
$7.06M - $7.43M
|
63.3K
$4.84M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-103K- 84.3% |
$7.69M - $8.08M
|
19.2K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-145K- 95.09% |
$10.8M - $11.4M
|
7.49K
$572K
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-229K- 98.44% |
$17.1M - $17.9M
|
3.63K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-294K- 83.5% |
$21.9M - $23M
|
58.1K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-536K- 99.39% |
$40M - $42M
|
3.3K
$252K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-616K- 88.48% |
$45.9M - $48.3M
|
80.2K
$6.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.65M- 98.66% |
$123M - $130M
|
22.4K
$1.71M
|