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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
33New |
$2.33K - $2.53K
|
33
$2.57K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-405- 6.46% |
$28.5K - $31.1K
|
5.86K
$457K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
741+ 15.5% |
$52.2K - $56.9K
|
5.52K
$430K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
232New |
$16.4K - $17.8K
|
232
$18.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-186K- 43.87% |
$13.1M - $14.3M
|
238K
$18.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
3.35KNew |
$236K - $257K
|
3.35K
$261K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
2.68KNew |
$189K - $205K
|
2.68K
$208K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
62.5KNew |
$4.41M - $4.8M
|
62.5K
$4.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
283New |
$19.9K - $21.7K
|
283
$22K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-1.14K- 19.43% |
$80.6K - $87.8K
|
4.74K
$370K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
60+ 3.93% |
$4.23K - $4.6K
|
1.59K
$123K
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
10.8K+ 7.21% |
$761K - $828K
|
160K
$12.5M
|
|
| Q3 2023 | |||||||
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
954New |
$68.8K - $72.2K
|
954
$74.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2.44K- 2.99% |
$176K - $184K
|
79K
$6.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-2.92K- 3.65% |
$211K - $221K
|
77.1K
$6.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
988New |
$71.2K - $74.8K
|
988
$77K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-165KClosed |
$11.9M - $12.5M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-373- 11.53% |
$26.9K - $28.2K
|
2.86K
$223K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
60New |
$4.33K - $4.54K
|
60
$4.67K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
200New |
$14.4K - $15.1K
|
200
$15.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.78K- 39.32% |
$561K - $589K
|
12K
$936K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-446- 9.49% |
$32.2K - $33.7K
|
4.25K
$331K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
30KNew |
$2.16M - $2.27M
|
30K
$2.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$7.21K - $7.57K
|
100
$7.79K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$7.21K - $7.57K
|
100
$7.79K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.82KNew |
$203K - $213K
|
2.82K
$220K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-58- 1.07% |
$4.18K - $4.39K
|
5.37K
$418K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
82+ 2.56% |
$5.91K - $6.2K
|
3.28K
$255K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.15KNew |
$516K - $541K
|
7.15K
$557K
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
7+ 0.03% |
$505 - $530
|
24.7K
$1.92M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
232New |
$16.7K - $17.6K
|
232
$18.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-24.7K- 4.81% |
$1.78M - $1.87M
|
488K
$38M
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
132+ 0.73% |
$9.52K - $9.99K
|
18.3K
$1.42M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-274- 93.2% |
$19.8K - $20.7K
|
20
$1.56K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-774- 21.11% |
$55.8K - $58.6K
|
2.89K
$225K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-100- 2.8% |
$7.21K - $7.57K
|
3.47K
$270K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
116New |
$8.36K - $8.78K
|
116
$9.04K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
53New |
$3.82K - $4.01K
|
53
$4.13K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-744- 70.92% |
$53.6K - $56.3K
|
305
$23.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-44.3K- 93.63% |
$3.19M - $3.35M
|
3.01K
$235K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-63.1K- 89.02% |
$4.73M - $4.89M
|
7.78K
$606K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-268Closed |
$20.1K - $20.8K
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-390- 86.67% |
$29.2K - $30.2K
|
60
$4.67K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-60- 90.91% |
$4.5K - $4.65K
|
6
$467
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
214+ 3.01% |
$16K - $16.6K
|
7.33K
$571K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
11K+ 115.54% |
$825K - $853K
|
20.5K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.09K- 76.82% |
$156K - $162K
|
629
$49K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-772- 21.46% |
$57.9K - $59.8K
|
2.83K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.83K- 15.83% |
$212K - $219K
|
15.1K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.79K+ 13.72% |
$359K - $371K
|
39.7K
$3.1M
|
|