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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
102+ 1.14% |
$7.28K - $7.61K
|
9.05K
$662K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
101+ 1.15% |
$7.2K - $7.53K
|
8.9K
$651K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100New |
$7.13K - $7.46K
|
100
$7.31K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
99+ 0.3% |
$7.06K - $7.38K
|
33.4K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
90+ 0.15% |
$6.42K - $6.71K
|
58.8K
$4.3M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
85+ 0.67% |
$6.06K - $6.34K
|
12.8K
$938K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
82+ 0.85% |
$5.85K - $6.11K
|
9.72K
$711K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
82+ 0.38% |
$5.85K - $6.11K
|
21.5K
$1.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
81+ 0.03% |
$5.78K - $6.04K
|
274K
$20M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
80New |
$5.71K - $5.97K
|
80
$5.85K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
76+ 1.24% |
$5.42K - $5.67K
|
6.22K
$455K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
76+ 1.75% |
$5.42K - $5.67K
|
4.42K
$323K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
73+ 6.0% |
$5.21K - $5.44K
|
1.29K
$94.3K
|
|
|
May 09, 2023
Q1 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
71+ 15.57% |
$5.06K - $5.29K
|
527
$38.5K
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
70+ 0.74% |
$4.99K - $5.22K
|
9.58K
$701K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
69+ 0.2% |
$4.92K - $5.15K
|
34.2K
$2.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
67+ 0.29% |
$4.78K - $5K
|
23.5K
$1.72M
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
66+ 0.28% |
$4.71K - $4.92K
|
23.3K
$1.71M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
66+ 3.28% |
$4.71K - $4.92K
|
2.08K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
65+ 62.5% |
$4.64K - $4.85K
|
169
$12.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
59New |
$4.21K - $4.4K
|
59
$4.31K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
57+ 1.57% |
$4.07K - $4.25K
|
3.69K
$270K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
54+ 0.4% |
$3.85K - $4.03K
|
13.5K
$990K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
53+ 10.31% |
$3.78K - $3.95K
|
567
$41.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
53+ 0.1% |
$3.78K - $3.95K
|
53.3K
$3.9M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
53+ 0.58% |
$3.78K - $3.95K
|
9.26K
$677K
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
BUY
|
- |
46+ 3.71% |
$3.28K - $3.43K
|
1.29K
$94K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
46+ 6.57% |
$3.28K - $3.43K
|
746
$54.6K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 1.77% |
$3.21K - $3.36K
|
2.59K
$189K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
43+ 0.37% |
$3.07K - $3.21K
|
11.6K
$852K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
43+ 1.18% |
$3.07K - $3.21K
|
3.7K
$271K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
41+ 0.34% |
$2.92K - $3.06K
|
12.3K
$897K
|
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
37+ 0.08% |
$2.64K - $2.76K
|
46.3K
$3.38M
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
32+ 0.23% |
$2.28K - $2.39K
|
14K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
31New |
$2.21K - $2.31K
|
31
$2.27K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
30+ 0.42% |
$2.14K - $2.24K
|
7.16K
$523K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
27+ 0.51% |
$1.93K - $2.01K
|
5.36K
$392K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
26New |
$1.85K - $1.94K
|
26
$1.9K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
26+ 3.29% |
$1.85K - $1.94K
|
817
$59.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
25+ 0.33% |
$1.78K - $1.86K
|
7.63K
$558K
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
24+ 0.61% |
$1.71K - $1.79K
|
3.98K
$291K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
23+ 0.08% |
$1.64K - $1.72K
|
27.3K
$2M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
22+ 0.52% |
$1.57K - $1.64K
|
4.26K
$312K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
19+ 0.59% |
$1.36K - $1.42K
|
3.25K
$238K
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
14+ 0.39% |
$999 - $1.04K
|
3.58K
$262K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
13+ 0.42% |
$927 - $969
|
3.08K
$225K
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.42% |
$927 - $969
|
3.14K
$229K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.12% |
$571 - $597
|
6.86K
$501K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
8+ 0.11% |
$571 - $597
|
7.12K
$521K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.08% |
$428 - $447
|
7.67K
$561K
|