Latest Institutional Transactions on Vanguard Bd Index Fd Inc Inter (BIV)
This table provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Inter (BIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
143New |
$10.5K - $11.1K
|
143
$11K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6+ 0.22% |
$441 - $464
|
2.72K
$208K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-257- 7.91% |
$18.9K - $19.9K
|
2.99K
$229K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-99.5KClosed |
$7.32M - $7.69M
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.76KNew |
$203K - $213K
|
2.76K
$211K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.02KNew |
$148K - $156K
|
2.02K
$155K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2.1K- 63.64% |
$154K - $162K
|
1.2K
$91.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-767- 19.96% |
$56.4K - $59.3K
|
3.08K
$236K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-13- 7.74% |
$956 - $1.01K
|
155
$11.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-90- 84.11% |
$6.62K - $6.96K
|
17
$1.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.62KNew |
$193K - $203K
|
2.62K
$201K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
11.2KNew |
$823K - $865K
|
11.2K
$857K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-561- 78.68% |
$41.3K - $43.4K
|
152
$11.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
116New |
$8.53K - $8.97K
|
116
$8.88K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
460+ 1.71% |
$33.8K - $35.6K
|
27.3K
$2.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-300- 0.39% |
$22.1K - $23.2K
|
77K
$5.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-354- 1.33% |
$26K - $27.4K
|
26.2K
$2.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.91KNew |
$214K - $225K
|
2.91K
$223K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.61KNew |
$192K - $201K
|
2.61K
$200K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
471+ 17.31% |
$34.7K - $36.4K
|
3.19K
$244K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.52KClosed |
$252K - $268K
|
0
$0
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.82KClosed |
$202K - $215K
|
0
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
56New |
$4.01K - $4.27K
|
56
$4.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-123- 2.01% |
$8.81K - $9.39K
|
6.01K
$460K
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
13.6KNew |
$973K - $1.04M
|
13.6K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.23MNew |
$88M - $93.7M
|
1.23M
$94.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.85K- 23.45% |
$133K - $141K
|
6.05K
$464K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
358+ 7.96% |
$25.6K - $27.3K
|
4.86K
$372K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.77K- 34.5% |
$127K - $135K
|
3.36K
$257K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
330+ 3.59% |
$23.6K - $25.2K
|
9.51K
$729K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
4.93KNew |
$353K - $376K
|
4.93K
$378K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.88K- 51.3% |
$349K - $372K
|
4.63K
$354K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
200New |
$14.3K - $15.3K
|
200
$15.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
14KNew |
$1M - $1.07M
|
14K
$1.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-4.86K- 11.23% |
$348K - $371K
|
38.4K
$2.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-388- 48.08% |
$27.8K - $29.6K
|
419
$32.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
5.52KNew |
$395K - $421K
|
5.52K
$423K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
474New |
$34K - $36.2K
|
474
$36.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
620New |
$44.4K - $47.3K
|
620
$47.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.57K- 22.97% |
$112K - $119K
|
5.25K
$402K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
230New |
$16.5K - $17.6K
|
230
$17.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-3K- 94.94% |
$215K - $229K
|
160
$12.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.73K+ 17.52% |
$196K - $208K
|
18.3K
$1.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-356- 3.76% |
$25.5K - $27.2K
|
9.12K
$699K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-410- 11.54% |
$29.4K - $31.3K
|
3.14K
$241K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
70New |
$5.01K - $5.34K
|
70
$5.36K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.35K- 83.81% |
$96.4K - $103K
|
260
$19.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
97New |
$6.95K - $7.4K
|
97
$7.43K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
49New |
$3.51K - $3.74K
|
49
$3.75K
|
|
| Q3 2022 | |||||||
|
Feb 10, 2025
Q3 2022
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-10KClosed |
$731K - $803K
|
0
$0
|
|