Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.55K- 11.21% |
$190K - $195K
|
20.2K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-2.72K- 45.84% |
$203K - $208K
|
3.21K
$240K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.82K- 3.29% |
$210K - $216K
|
82.9K
$6.18M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.84K- 1.99% |
$212K - $218K
|
140K
$10.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-2.86K- 4.38% |
$213K - $219K
|
62.4K
$4.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-3.14K- 7.03% |
$234K - $240K
|
41.5K
$3.09M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.23K- 93.82% |
$241K - $248K
|
213
$15.9K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.23K- 3.22% |
$241K - $248K
|
97.1K
$7.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.41K- 1.44% |
$254K - $261K
|
234K
$17.4M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.52K- 4.92% |
$262K - $270K
|
68K
$5.07M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-3.54K- 11.31% |
$264K - $271K
|
27.8K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.62K- 12.14% |
$270K - $277K
|
26.2K
$1.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.74K- 15.47% |
$279K - $287K
|
20.5K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3.75K- 6.51% |
$279K - $287K
|
53.8K
$4.01M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.76K- 15.67% |
$280K - $288K
|
20.2K
$1.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-3.78K- 8.95% |
$281K - $289K
|
38.4K
$2.86M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-4.15K- 8.66% |
$309K - $318K
|
43.8K
$3.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.15K- 2.48% |
$309K - $318K
|
163K
$12.2M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-4.22KClosed |
$314K - $323K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.23K- 3.64% |
$315K - $324K
|
112K
$8.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-4.3K- 33.12% |
$320K - $329K
|
8.67K
$646K
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-4.42K- 23.06% |
$330K - $339K
|
14.8K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-4.5K- 30.43% |
$336K - $345K
|
10.3K
$768K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.56K- 25.92% |
$340K - $350K
|
13K
$972K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.59K- 2.78% |
$342K - $352K
|
160K
$12M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.66K- 17.27% |
$347K - $357K
|
22.3K
$1.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4.75K- 10.7% |
$354K - $364K
|
39.6K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.86K- 24.94% |
$362K - $372K
|
14.6K
$1.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.87K- 33.11% |
$363K - $373K
|
9.83K
$733K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-4.89K- 17.46% |
$364K - $374K
|
23.1K
$1.72M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.02K- 38.91% |
$374K - $385K
|
7.88K
$587K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.39K- 2.67% |
$401K - $413K
|
196K
$14.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.51K- 7.24% |
$411K - $422K
|
70.6K
$5.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-5.76K- 25.51% |
$429K - $441K
|
16.8K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-6.4K- 54.09% |
$477K - $490K
|
5.43K
$405K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.66K- 12.57% |
$570K - $587K
|
53.3K
$3.97M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.84K- 45.35% |
$584K - $601K
|
9.45K
$704K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-7.96KClosed |
$593K - $610K
|
0
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.2K- 28.03% |
$611K - $628K
|
21.1K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.35K- 9.11% |
$622K - $639K
|
83.3K
$6.21M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-8.77K- 6.82% |
$654K - $672K
|
120K
$8.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.95K- 13.81% |
$667K - $686K
|
55.9K
$4.16M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.95K- 3.02% |
$667K - $686K
|
288K
$21.4M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.42K- 23.74% |
$702K - $721K
|
30.3K
$2.26M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-10K- 34.87% |
$747K - $768K
|
18.7K
$1.4M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-10.6K- 21.23% |
$786K - $808K
|
39.1K
$2.92M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.6K- 4.1% |
$791K - $814K
|
249K
$18.5M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10.7K- 11.59% |
$797K - $820K
|
81.6K
$6.09M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-10.8K- 9.09% |
$807K - $830K
|
108K
$8.08M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-11K- 13.45% |
$818K - $841K
|
70.6K
$5.26M
|