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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-284- 72.63% |
$20.3K - $21.2K
|
107
$7.82K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-285- 1.66% |
$20.3K - $21.3K
|
16.9K
$1.23M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-300- 26.29% |
$21.4K - $22.4K
|
841
$61.5K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-300- 5.46% |
$21.4K - $22.4K
|
5.2K
$380K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-304- 58.91% |
$21.7K - $22.7K
|
212
$15.5K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-311- 7.99% |
$22.2K - $23.2K
|
3.58K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-313- 1.45% |
$22.3K - $23.3K
|
21.3K
$1.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-332- 3.66% |
$23.7K - $24.8K
|
8.75K
$640K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-333- 5.42% |
$23.8K - $24.8K
|
5.82K
$425K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-345- 33.66% |
$24.6K - $25.7K
|
680
$49.7K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-345Closed |
$24.6K - $25.7K
|
0
$0
|
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-350- 4.35% |
$25K - $26.1K
|
7.69K
$563K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-355- 1.89% |
$25.3K - $26.5K
|
18.5K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-374- 1.61% |
$26.7K - $27.9K
|
22.9K
$1.67M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-389- 2.57% |
$27.7K - $29K
|
14.8K
$1.08M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-397- 7.47% |
$28.3K - $29.6K
|
4.92K
$360K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-397- 2.3% |
$28.3K - $29.6K
|
16.9K
$1.23M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-399- 9.56% |
$28.5K - $29.8K
|
3.78K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-399- 10.52% |
$28.5K - $29.8K
|
3.39K
$248K
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-417- 12.96% |
$29.7K - $31.1K
|
2.8K
$205K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-429- 1.45% |
$30.6K - $32K
|
29.2K
$2.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-435- 6.34% |
$31K - $32.4K
|
6.43K
$470K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-440- 3.14% |
$31.4K - $32.8K
|
13.6K
$991K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-449- 14.08% |
$32K - $33.5K
|
2.74K
$200K
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-465- 1.07% |
$33.2K - $34.7K
|
43.1K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-485- 6.43% |
$34.6K - $36.2K
|
7.06K
$516K
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-505- 1.8% |
$36K - $37.7K
|
27.5K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-505- 0.15% |
$36K - $37.7K
|
328K
$24M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-507- 1.74% |
$36.2K - $37.8K
|
28.6K
$2.09M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-510- 5.7% |
$36.4K - $38K
|
8.43K
$616K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-524- 0.38% |
$37.4K - $39.1K
|
136K
$9.92M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-551- 24.95% |
$39.3K - $41.1K
|
1.66K
$121K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-553- 5.06% |
$39.4K - $41.2K
|
10.4K
$759K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-556- 95.53% |
$39.7K - $41.5K
|
26
$1.9K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-558- 0.61% |
$39.8K - $41.6K
|
91.4K
$6.68M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-560- 9.8% |
$39.9K - $41.8K
|
5.15K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-572- 9.06% |
$40.8K - $42.7K
|
5.74K
$420K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-580- 15.6% |
$41.4K - $43.3K
|
3.14K
$229K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-586- 11.7% |
$41.8K - $43.7K
|
4.42K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-589- 99.83% |
$42K - $43.9K
|
1
$73.1
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-590- 2.72% |
$42.1K - $44K
|
21.1K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-599- 9.75% |
$42.7K - $44.7K
|
5.54K
$405K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-602- 11.95% |
$42.9K - $44.9K
|
4.44K
$324K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-604- 2.67% |
$43.1K - $45K
|
22K
$1.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-649- 3.55% |
$46.3K - $48.4K
|
17.6K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-653- 16.69% |
$46.6K - $48.7K
|
3.26K
$238K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-659- 2.86% |
$47K - $49.1K
|
22.4K
$1.64M
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-662- 0.13% |
$47.2K - $49.4K
|
526K
$38.5M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-665- 2.34% |
$47.4K - $49.6K
|
27.8K
$2.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-674- 60.67% |
$48.1K - $50.3K
|
437
$32K
|