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 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
366+ 6.58% |
$26.1K - $27.3K
|
5.93K
$436K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
349+ 5.04% |
$24.9K - $26K
|
7.27K
$534K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
346+ 7.21% |
$24.7K - $25.8K
|
5.14K
$378K
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
BUY
|
- |
334+ 1.39% |
$23.8K - $24.9K
|
24.4K
$1.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
329+ 4.49% |
$23.5K - $24.5K
|
7.66K
$563K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
325+ 10.15% |
$23.2K - $24.2K
|
3.53K
$259K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
324+ 810.0% |
$23.1K - $24.2K
|
364
$26.8K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
318+ 0.72% |
$22.7K - $23.7K
|
44.5K
$3.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
299+ 9.78% |
$21.3K - $22.3K
|
3.36K
$247K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
293+ 0.45% |
$20.9K - $21.8K
|
64.7K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
288New |
$20.5K - $21.5K
|
288
$21.2K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
288+ 505.26% |
$20.5K - $21.5K
|
345
$25.4K
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
282+ 0.41% |
$20.1K - $21K
|
68.9K
$5.07M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
277New |
$19.8K - $20.7K
|
277
$20.4K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
275+ 0.98% |
$19.6K - $20.5K
|
28.3K
$2.08M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
272+ 23.84% |
$19.4K - $20.3K
|
1.41K
$104K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
271+ 4.1% |
$19.3K - $20.2K
|
6.88K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
271+ 2.88% |
$19.3K - $20.2K
|
9.68K
$711K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
256+ 0.74% |
$18.3K - $19.1K
|
34.8K
$2.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
243+ 11.46% |
$17.3K - $18.1K
|
2.36K
$174K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
242+ 7.42% |
$17.3K - $18K
|
3.5K
$257K
|
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
236+ 1.65% |
$16.8K - $17.6K
|
14.6K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
233+ 2.02% |
$16.6K - $17.4K
|
11.8K
$866K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
225+ 3.18% |
$16K - $16.8K
|
7.29K
$536K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
215+ 6.18% |
$15.3K - $16K
|
3.7K
$272K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
208+ 6.46% |
$14.8K - $15.5K
|
3.43K
$252K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
201+ 22.33% |
$14.3K - $15K
|
1.1K
$80.9K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
200+ 0.58% |
$14.3K - $14.9K
|
34.6K
$2.54M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
199+ 6.29% |
$14.2K - $14.8K
|
3.36K
$247K
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
196+ 2.76% |
$14K - $14.6K
|
7.29K
$535K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
172+ 2.51% |
$12.3K - $12.8K
|
7.03K
$517K
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
170+ 2.95% |
$12.1K - $12.7K
|
5.94K
$436K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
167+ 1.74% |
$11.9K - $12.5K
|
9.74K
$716K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
161+ 2.39% |
$11.5K - $12K
|
6.89K
$507K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
156New |
$11.1K - $11.6K
|
156
$11.5K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
151+ 0.52% |
$10.8K - $11.3K
|
29.2K
$2.14M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
150+ 6.42% |
$10.7K - $11.2K
|
2.49K
$183K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
150+ 0.59% |
$10.7K - $11.2K
|
25.5K
$1.87M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
142+ 0.35% |
$10.1K - $10.6K
|
40.9K
$3.01M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
142+ 4.21% |
$10.1K - $10.6K
|
3.52K
$258K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
140+ 3.59% |
$9.99K - $10.4K
|
4.04K
$297K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
140New |
$9.99K - $10.4K
|
140
$10.3K
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
139+ 1.35% |
$9.91K - $10.4K
|
10.5K
$770K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
131+ 3.92% |
$9.34K - $9.77K
|
3.47K
$255K
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
126+ 1.43% |
$8.99K - $9.4K
|
8.96K
$658K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
112+ 1.2% |
$7.99K - $8.35K
|
9.45K
$695K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
110New |
$7.85K - $8.2K
|
110
$8.09K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
107+ 2.3% |
$7.63K - $7.98K
|
4.76K
$350K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
104+ 1.77% |
$7.42K - $7.76K
|
5.97K
$438K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
104+ 0.47% |
$7.42K - $7.76K
|
22.2K
$1.63M
|