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 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-8.2K- 19.95% |
$585K - $611K
|
32.9K
$2.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.29K- 20.77% |
$591K - $618K
|
31.6K
$2.31M
|
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-8.31K- 3.04% |
$592K - $619K
|
265K
$19.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.45K- 3.25% |
$603K - $630K
|
251K
$18.4M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-8.56K- 5.98% |
$611K - $638K
|
135K
$9.85M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8.64K- 26.53% |
$616K - $644K
|
23.9K
$1.75M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.92K- 19.79% |
$636K - $665K
|
36.2K
$2.64M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-9.08K- 34.91% |
$647K - $677K
|
16.9K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-9.19K- 25.05% |
$655K - $685K
|
27.5K
$2.01M
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-9.21K- 34.73% |
$657K - $687K
|
17.3K
$1.27M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-9.25K- 14.35% |
$660K - $690K
|
55.2K
$4.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-9.29K- 2.17% |
$663K - $693K
|
419K
$30.6M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9.52K- 11.5% |
$679K - $710K
|
73.2K
$5.35M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-9.58K- 25.51% |
$683K - $714K
|
28K
$2.05M
|
|
|
May 11, 2023
Q1 2023
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-9.69K- 6.52% |
$691K - $722K
|
139K
$10.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-10KClosed |
$717K - $749K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-10.4K- 2.92% |
$740K - $774K
|
345K
$25.2M
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-10.5K- 4.08% |
$747K - $781K
|
247K
$18M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.8K- 28.52% |
$769K - $804K
|
27K
$1.98M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-11.4K- 34.85% |
$810K - $847K
|
21.2K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11.5K- 1.13% |
$818K - $855K
|
1M
$73.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-11.8K- 7.65% |
$843K - $881K
|
143K
$10.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.9K- 68.81% |
$846K - $884K
|
5.37K
$393K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-11.9K- 11.71% |
$851K - $890K
|
89.9K
$6.58M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-12K- 0.46% |
$855K - $894K
|
2.57M
$188M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-12.1K- 16.94% |
$865K - $904K
|
59.4K
$4.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-12.1K- 49.88% |
$865K - $905K
|
12.2K
$891K
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-12.2K- 7.36% |
$871K - $911K
|
154K
$11.2M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12.3K- 8.43% |
$875K - $914K
|
133K
$9.74M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-12.5K- 20.82% |
$892K - $933K
|
47.6K
$3.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-12.6K- 1.89% |
$899K - $940K
|
654K
$47.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-12.8K- 38.21% |
$912K - $954K
|
20.7K
$1.51M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-12.9K- 4.08% |
$917K - $959K
|
302K
$22.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-13K- 4.81% |
$929K - $971K
|
258K
$18.9M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13K- 44.08% |
$930K - $972K
|
16.5K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Hernani LP
St. Helier, Y9 |
SELL
|
- |
-13.2K- 6.31% |
$938K - $981K
|
195K
$14.3M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.9K- 12.92% |
$992K - $1.04M
|
93.8K
$6.86M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-14.5K- 10.2% |
$1.03M - $1.08M
|
127K
$9.32M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-14.5K- 31.03% |
$1.03M - $1.08M
|
32.2K
$2.35M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-14.7K- 20.52% |
$1.05M - $1.1M
|
57.1K
$4.17M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.9K- 49.77% |
$1.06M - $1.11M
|
15K
$1.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-15.2K- 40.35% |
$1.09M - $1.14M
|
22.5K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-16.2K- 1.11% |
$1.16M - $1.21M
|
1.44M
$105M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-16.5K- 25.98% |
$1.18M - $1.23M
|
47.1K
$3.44M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-16.7K- 97.59% |
$1.19M - $1.24M
|
412
$30.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-16.7K- 18.04% |
$1.19M - $1.25M
|
75.9K
$5.55M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-16.8K- 4.51% |
$1.2M - $1.25M
|
356K
$26M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-16.9K- 57.6% |
$1.2M - $1.26M
|
12.4K
$909K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-17.2K- 14.61% |
$1.23M - $1.28M
|
100K
$7.34M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-17.4K- 15.8% |
$1.24M - $1.3M
|
92.8K
$6.79M
|