Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
895K+ 31.8% |
$66.4M - $70.5M
|
3.71M
$278M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
845K+ 38.53% |
$62.7M - $66.6M
|
3.04M
$228M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
728K+ 14.17% |
$54.1M - $57.4M
|
5.87M
$440M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
713K+ 10.13% |
$53M - $56.2M
|
7.75M
$581M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
691K+ 23.36% |
$51.3M - $54.5M
|
3.65M
$274M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
598K+ 59.03% |
$44.4M - $47.1M
|
1.61M
$121M
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
560KNew |
$41.5M - $44.1M
|
560K
$42M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
404K+ 2.45% |
$30M - $31.8M
|
16.9M
$1.27B
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
284K+ 155.2% |
$21.1M - $22.4M
|
466K
$35M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
269K+ 9535.17% |
$20M - $21.2M
|
272K
$20.4M
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
256KNew |
$19M - $20.2M
|
256K
$19.2M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
202KNew |
$15M - $15.9M
|
202K
$15.2M
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
199KNew |
$14.8M - $15.7M
|
199K
$15M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
187K+ 280.69% |
$13.9M - $14.7M
|
253K
$19M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
165KNew |
$12.2M - $13M
|
165K
$12.4M
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
164KNew |
$12.2M - $12.9M
|
164K
$12.3M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
155K+ 8.91% |
$11.5M - $12.3M
|
1.9M
$143M
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
153KNew |
$11.3M - $12M
|
153K
$11.4M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
144K+ 53.03% |
$10.7M - $11.3M
|
415K
$31.1M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
140K+ 3.75% |
$10.4M - $11M
|
3.87M
$290M
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
124K+ 376.09% |
$9.19M - $9.76M
|
157K
$11.7M
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
112K+ 393.18% |
$8.35M - $8.87M
|
141K
$10.6M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
112K+ 8.72% |
$8.32M - $8.83M
|
1.4M
$105M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
109K+ 12.6% |
$8.12M - $8.62M
|
977K
$73.2M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
109K+ 7.61% |
$8.08M - $8.58M
|
1.54M
$115M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
108K+ 3.67% |
$7.99M - $8.48M
|
3.04M
$228M
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
105K+ 23.2% |
$7.81M - $8.29M
|
558K
$41.9M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
98.1K+ 1787.02% |
$7.28M - $7.73M
|
104K
$7.76M
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
96.5K+ 7.54% |
$7.16M - $7.61M
|
1.38M
$103M
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
95.8K+ 13.05% |
$7.11M - $7.55M
|
830K
$62.2M
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
93.7K+ 23.6% |
$6.96M - $7.39M
|
491K
$36.8M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
91.8K+ 106.07% |
$6.82M - $7.24M
|
178K
$13.4M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
87.7K+ 11.01% |
$6.51M - $6.91M
|
884K
$66.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.7K+ 10.1% |
$6.21M - $6.6M
|
912K
$68.4M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
83.5K+ 15.32% |
$6.2M - $6.58M
|
628K
$47.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
83.5K+ 15.62% |
$6.2M - $6.58M
|
618K
$46.3M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
77.2K+ 82.3% |
$5.73M - $6.09M
|
171K
$12.8M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.9K+ 9.38% |
$5.71M - $6.07M
|
897K
$67.3M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.6K+ 4.48% |
$5.47M - $5.81M
|
1.72M
$129M
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
68.7K+ 77.67% |
$5.1M - $5.42M
|
157K
$11.8M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
66.2KNew |
$4.91M - $5.22M
|
66.2K
$4.96M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
65K+ 12.36% |
$4.83M - $5.12M
|
591K
$44.3M
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
63.5K+ 14.67% |
$4.71M - $5M
|
496K
$37.2M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
58.6K+ 43.34% |
$4.35M - $4.62M
|
194K
$14.5M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
57.4K+ 62.95% |
$4.26M - $4.52M
|
148K
$11.1M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
55.6K+ 98.55% |
$4.13M - $4.38M
|
112K
$8.4M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
55.3K+ 99.28% |
$4.1M - $4.36M
|
111K
$8.32M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
51.1K+ 4.78% |
$3.79M - $4.03M
|
1.12M
$84M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.3K+ 2.98% |
$3.58M - $3.8M
|
1.67M
$125M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
44KNew |
$3.27M - $3.47M
|
44K
$3.3M
|