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 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.02K+ 166.51% |
$299K - $315K
|
6.43K
$485K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
3.97KNew |
$296K - $311K
|
3.97K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
3.93K+ 82.08% |
$293K - $308K
|
8.72K
$657K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.9K+ 8.56% |
$291K - $306K
|
49.5K
$3.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
3.79K+ 1.72% |
$283K - $297K
|
224K
$16.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
3.69K+ 7.21% |
$275K - $289K
|
54.9K
$4.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.69K+ 79.62% |
$275K - $289K
|
8.32K
$627K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.68KNew |
$274K - $288K
|
3.68K
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.68KNew |
$274K - $288K
|
3.68K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.63K+ 11.37% |
$271K - $285K
|
35.6K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.56K+ 42.08% |
$265K - $279K
|
12K
$907K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.55K+ 106.64% |
$264K - $278K
|
6.88K
$518K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.47K+ 12.62% |
$258K - $272K
|
30.9K
$2.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.38KNew |
$252K - $265K
|
3.38K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
3.35KNew |
$250K - $262K
|
3.35K
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
3.34KNew |
$249K - $262K
|
3.34K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.3KNew |
$246K - $259K
|
3.3K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.25K+ 6.66% |
$242K - $255K
|
52.1K
$3.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.25K+ 42.62% |
$242K - $254K
|
10.9K
$819K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.22K+ 2.48% |
$240K - $252K
|
133K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.2K+ 1.54% |
$238K - $251K
|
211K
$15.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
3.18K+ 3.01% |
$237K - $249K
|
109K
$8.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
3.17K+ 2.41% |
$236K - $249K
|
135K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3.17KNew |
$236K - $248K
|
3.17K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.16K+ 15.4% |
$235K - $247K
|
23.6K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.12KNew |
$233K - $245K
|
3.12K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.12K+ 25.84% |
$232K - $244K
|
15.2K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
3.08KNew |
$230K - $242K
|
3.08K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.07K+ 71.55% |
$229K - $241K
|
7.37K
$555K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.03KNew |
$225K - $237K
|
3.03K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
2.87KNew |
$214K - $225K
|
2.87K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.85KNew |
$212K - $223K
|
2.85K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.82KNew |
$210K - $221K
|
2.82K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.73K+ 5.78% |
$204K - $214K
|
50K
$3.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.7KNew |
$201K - $212K
|
2.7K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.68KNew |
$200K - $210K
|
2.68K
$202K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2.67K+ 1.34% |
$199K - $209K
|
202K
$15.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.53K+ 8.41% |
$188K - $198K
|
32.6K
$2.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.5KNew |
$186K - $196K
|
2.5K
$188K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.41K+ 57.98% |
$179K - $189K
|
6.56K
$495K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.41K+ 3.59% |
$179K - $189K
|
69.4K
$5.23M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.35K+ 88.01% |
$175K - $184K
|
5.02K
$378K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.31K+ 15.56% |
$172K - $181K
|
17.2K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
2.29K+ 1.64% |
$170K - $179K
|
142K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.22K+ 23.87% |
$165K - $174K
|
11.5K
$866K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.19K+ 3.03% |
$163K - $172K
|
74.5K
$5.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
2.16K+ 43.28% |
$161K - $170K
|
7.16K
$540K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.14KNew |
$159K - $167K
|
2.14K
$161K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.1K+ 8.87% |
$156K - $164K
|
25.8K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 16.61% |
$148K - $155K
|
13.9K
$1.05M
|