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 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
49.2K+ 11.06% |
$3.51M - $3.67M
|
494K
$36.1M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
48.5KNew |
$3.46M - $3.62M
|
48.5K
$3.55M
|
|
|
May 10, 2023
Q1 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
47.1KNew |
$3.36M - $3.51M
|
47.1K
$3.45M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
45.5K+ 104.33% |
$3.25M - $3.39M
|
89.1K
$6.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
45.2K+ 15.77% |
$3.22M - $3.37M
|
332K
$24.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
45.1K+ 6.33% |
$3.22M - $3.36M
|
758K
$55.4M
|
|
|
May 03, 2023
Q1 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
45K+ 81.34% |
$3.21M - $3.36M
|
100K
$7.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
44.8KNew |
$3.19M - $3.34M
|
44.8K
$3.28M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
42K+ 33.58% |
$2.99M - $3.13M
|
167K
$12.2M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
41.7K+ 5.05% |
$2.98M - $3.11M
|
868K
$63.5M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
40.6K+ 34.97% |
$2.89M - $3.03M
|
157K
$11.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
40.5K+ 3.73% |
$2.89M - $3.02M
|
1.12M
$82.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
40.4K+ 2.57% |
$2.88M - $3.02M
|
1.61M
$118M
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
39.6K+ 18.73% |
$2.83M - $2.95M
|
251K
$18.4M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
39.4K+ 511.52% |
$2.81M - $2.94M
|
47.1K
$3.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
39.2KNew |
$2.8M - $2.93M
|
39.2K
$2.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
38.7K+ 3.69% |
$2.76M - $2.89M
|
1.09M
$79.7M
|
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
38K+ 1.18% |
$2.71M - $2.83M
|
3.26M
$238M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
38K+ 35.01% |
$2.71M - $2.83M
|
146K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
37.6K+ 352.82% |
$2.69M - $2.81M
|
48.3K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.2K+ 0.7% |
$2.66M - $2.78M
|
5.37M
$393M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.7K+ 3238.66% |
$2.62M - $2.74M
|
37.8K
$2.77M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
36.4K+ 20.24% |
$2.6M - $2.72M
|
216K
$15.8M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
36.3KNew |
$2.59M - $2.7M
|
36.3K
$2.65M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
35K+ 5.38% |
$2.5M - $2.61M
|
685K
$50.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
35K+ 21.99% |
$2.49M - $2.61M
|
194K
$14.2M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
34.7KNew |
$2.48M - $2.59M
|
34.7K
$2.54M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
34.4K+ 43.53% |
$2.45M - $2.57M
|
113K
$8.3M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
34.4KNew |
$2.45M - $2.57M
|
34.4K
$2.52M
|
|
|
Apr 14, 2023
Q1 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
34.4K+ 7.13% |
$2.45M - $2.56M
|
516K
$37.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
33.8K+ 12.67% |
$2.41M - $2.52M
|
301K
$22M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
33.2K+ 3.29% |
$2.37M - $2.48M
|
1.04M
$76.3M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
33.1K+ 27.6% |
$2.36M - $2.47M
|
153K
$11.2M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33K+ 1.57% |
$2.36M - $2.46M
|
2.14M
$157M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
32.7KNew |
$2.33M - $2.44M
|
32.7K
$2.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
32.6KNew |
$2.32M - $2.43M
|
32.6K
$2.38M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
32.1K+ 5.36% |
$2.29M - $2.4M
|
632K
$46.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
31.5K+ 517.85% |
$2.25M - $2.35M
|
37.6K
$2.75M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
31.5K+ 10.05% |
$2.25M - $2.35M
|
345K
$25.2M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
31.5KNew |
$2.25M - $2.35M
|
31.5K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.3K+ 0.08% |
$2.24M - $2.34M
|
41.6M
$3.04B
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
31.1K+ 4.36% |
$2.22M - $2.32M
|
744K
$54.4M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
30.9K+ 20.77% |
$2.21M - $2.31M
|
180K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30.9KNew |
$2.2M - $2.3M
|
30.9K
$2.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30.6K+ 422.66% |
$2.18M - $2.28M
|
37.9K
$2.77M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
30.3KNew |
$2.16M - $2.26M
|
30.3K
$2.22M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
29.9K+ 4.51% |
$2.13M - $2.23M
|
693K
$50.7M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
29.6K+ 304.93% |
$2.11M - $2.2M
|
39.3K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
29.4K+ 128.95% |
$2.09M - $2.19M
|
52.1K
$3.81M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
29K+ 57.18% |
$2.07M - $2.16M
|
79.8K
$5.84M
|