Purchases and Sales Made in Q1 2023 in Vanguard Bd Index Fd Inc Total (BND)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Total (BND) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC TOTAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
31.1MNew |
$2.22B - $2.32B
|
31.1M
$2.28B
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.84M+ 14.92% |
$702M - $734M
|
75.8M
$5.55B
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
8.99MNew |
$642M - $671M
|
8.99M
$659M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.27M+ 4.52% |
$305M - $319M
|
98.8M
$7.24B
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.19M+ 24.51% |
$227M - $238M
|
16.2M
$1.19B
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.68M+ 1845.56% |
$191M - $200M
|
2.82M
$207M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.66M+ 6.6% |
$190M - $198M
|
42.9M
$3.15B
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.62M+ 4.06% |
$187M - $195M
|
67M
$4.91B
|
|
|
Apr 04, 2023
Q1 2023
|
Stairway Partners, LLC
|
BUY
|
- |
2.26MNew |
$162M - $169M
|
2.26M
$166M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
1.32M+ 11025.92% |
$94.4M - $98.7M
|
1.34M
$97.9M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.03M+ 1583.39% |
$73.3M - $76.6M
|
1.09M
$80M
|
|
|
May 09, 2023
Q1 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
837KNew |
$59.7M - $62.4M
|
837K
$61.3M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
625KNew |
$44.6M - $46.6M
|
625K
$45.8M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
555K+ 2.91% |
$39.6M - $41.4M
|
19.6M
$1.44B
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
480K+ 106.83% |
$34.2M - $35.8M
|
929K
$68.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
473K+ 10.8% |
$33.7M - $35.3M
|
4.85M
$355M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
460K+ 705.46% |
$32.8M - $34.3M
|
526K
$38.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
412K+ 3.01% |
$29.4M - $30.7M
|
14.1M
$1.03B
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
402K+ 249.43% |
$28.7M - $30M
|
564K
$41.3M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
370K+ 19.78% |
$26.4M - $27.6M
|
2.24M
$164M
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
337K+ 188.3% |
$24M - $25.1M
|
515K
$37.7M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
316K+ 29.16% |
$22.5M - $23.5M
|
1.4M
$102M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
295K+ 24604.0% |
$21.1M - $22M
|
296K
$21.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
280K+ 13.7% |
$20M - $20.9M
|
2.32M
$170M
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
275KNew |
$19.6M - $20.5M
|
275K
$20.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
268K+ 78.1% |
$19.1M - $20M
|
611K
$44.7M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
259KNew |
$18.4M - $19.3M
|
259K
$18.9M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
258K+ 611.87% |
$18.4M - $19.3M
|
300K
$22M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
218K+ 1799.91% |
$15.6M - $16.3M
|
230K
$16.9M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
207K+ 363.07% |
$14.8M - $15.4M
|
264K
$19.3M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
201KNew |
$14.3M - $15M
|
201K
$14.7M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
185K+ 4.9% |
$13.2M - $13.8M
|
3.95M
$289M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
184K+ 59.18% |
$13.1M - $13.7M
|
494K
$36.2M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
181K+ 11.76% |
$12.9M - $13.5M
|
1.72M
$126M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
167K+ 7.34% |
$11.9M - $12.4M
|
2.44M
$178M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
162K+ 703.63% |
$11.6M - $12.1M
|
185K
$13.6M
|
|
|
May 10, 2023
Q1 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
159K+ 39.02% |
$11.4M - $11.9M
|
567K
$41.5M
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
157K+ 42.71% |
$11.2M - $11.7M
|
526K
$38.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
155K+ 4.28% |
$11.1M - $11.6M
|
3.78M
$277M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
BUY
|
- |
155K+ 70.39% |
$11.1M - $11.6M
|
375K
$27.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
153K+ 4709.35% |
$10.9M - $11.4M
|
156K
$11.5M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
152K+ 47.89% |
$10.9M - $11.4M
|
470K
$34.4M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
150K+ 21.12% |
$10.7M - $11.2M
|
858K
$62.9M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
147K+ 281.13% |
$10.5M - $11M
|
200K
$14.6M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
145KNew |
$10.3M - $10.8M
|
145K
$10.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
139K+ 88.26% |
$9.89M - $10.3M
|
296K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
137K+ 9.56% |
$9.78M - $10.2M
|
1.57M
$115M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
136K+ 0.63% |
$9.69M - $10.1M
|
21.6M
$1.58B
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
135K+ 7.69% |
$9.66M - $10.1M
|
1.9M
$139M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
132KNew |
$9.4M - $9.83M
|
132K
$9.66M
|