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 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7.46K+ 59.46% |
$556K - $584K
|
20K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
6.5KNew |
$484K - $509K
|
6.5K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
6.47K+ 3.95% |
$482K - $507K
|
170K
$12.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
6.44K+ 12.13% |
$480K - $505K
|
59.6K
$4.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
6.32KNew |
$471K - $495K
|
6.32K
$472K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6.08K+ 11.18% |
$453K - $476K
|
60.4K
$4.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
5.93KNew |
$442K - $465K
|
5.93K
$443K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.77K+ 10.64% |
$430K - $452K
|
60K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.77K+ 8.64% |
$429K - $452K
|
72.5K
$5.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5.76K+ 1.1% |
$429K - $452K
|
531K
$39.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
5.69K+ 3.84% |
$424K - $446K
|
154K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.58K+ 9.33% |
$416K - $437K
|
65.4K
$4.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.1K+ 52.4% |
$380K - $400K
|
14.8K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.74K+ 109.29% |
$353K - $372K
|
9.08K
$678K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
4.71K+ 14.57% |
$351K - $369K
|
37.1K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.7K+ 66.18% |
$350K - $368K
|
11.8K
$881K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
4.55K+ 8.62% |
$339K - $357K
|
57.3K
$4.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
4.46K+ 20.58% |
$332K - $350K
|
26.1K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.34K+ 74.38% |
$324K - $340K
|
10.2K
$760K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
4.16KNew |
$310K - $326K
|
4.16K
$311K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
4.09K+ 10.95% |
$305K - $320K
|
41.4K
$3.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
3.93K+ 82.08% |
$293K - $308K
|
8.72K
$651K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.56K+ 42.08% |
$265K - $279K
|
12K
$898K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
3.35KNew |
$250K - $262K
|
3.35K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.3KNew |
$246K - $259K
|
3.3K
$247K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.25K+ 42.62% |
$242K - $254K
|
10.9K
$811K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
3.18K+ 3.01% |
$237K - $249K
|
109K
$8.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
3.17K+ 2.41% |
$236K - $249K
|
135K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3.17KNew |
$236K - $248K
|
3.17K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.16K+ 15.4% |
$235K - $247K
|
23.6K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.12KNew |
$233K - $245K
|
3.12K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.07K+ 71.55% |
$229K - $241K
|
7.37K
$550K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.85KNew |
$212K - $223K
|
2.85K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.68KNew |
$200K - $210K
|
2.68K
$200K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2.67K+ 1.34% |
$199K - $209K
|
202K
$15.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.53K+ 8.41% |
$188K - $198K
|
32.6K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.41K+ 57.98% |
$179K - $189K
|
6.56K
$490K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.41K+ 3.59% |
$179K - $189K
|
69.4K
$5.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.22K+ 23.87% |
$165K - $174K
|
11.5K
$858K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.19K+ 3.03% |
$163K - $172K
|
74.5K
$5.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
2.16K+ 43.28% |
$161K - $170K
|
7.16K
$535K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.1K+ 8.87% |
$156K - $164K
|
25.8K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 16.61% |
$148K - $155K
|
13.9K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.97K+ 31.85% |
$147K - $154K
|
8.14K
$608K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.96K+ 4.38% |
$146K - $153K
|
46.6K
$3.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.92K+ 3.54% |
$143K - $151K
|
56.2K
$4.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
1.78K+ 13.32% |
$132K - $139K
|
15.1K
$1.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.62K+ 13.97% |
$121K - $127K
|
13.2K
$987K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.57KNew |
$117K - $123K
|
1.57K
$117K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.47K+ 16.77% |
$109K - $115K
|
10.2K
$763K
|