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 |
|---|---|---|---|---|---|---|---|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
28.8K+ 10.39% |
$2.05M - $2.15M
|
306K
$22.4M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28.3K+ 138.61% |
$2.02M - $2.11M
|
48.7K
$3.56M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
28K+ 43.84% |
$2M - $2.09M
|
91.8K
$6.71M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
27.3KNew |
$1.95M - $2.04M
|
27.3K
$2M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
26.9K+ 16.53% |
$1.92M - $2.01M
|
190K
$13.9M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
26.6KNew |
$1.89M - $1.98M
|
26.6K
$1.94M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
26.3KNew |
$1.87M - $1.96M
|
26.3K
$1.92M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26K+ 17.22% |
$1.86M - $1.94M
|
177K
$13M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.2K+ 13.36% |
$1.8M - $1.88M
|
214K
$15.6M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25.1K+ 53.14% |
$1.79M - $1.88M
|
72.5K
$5.3M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
25K+ 606.69% |
$1.79M - $1.87M
|
29.2K
$2.13M
|
|
|
May 05, 2023
Q1 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
24.7K+ 88.36% |
$1.76M - $1.84M
|
52.7K
$3.86M
|
|
|
Apr 26, 2023
Q1 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
24.6K+ 6.49% |
$1.76M - $1.84M
|
405K
$29.6M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.4K+ 3.58% |
$1.74M - $1.82M
|
707K
$51.8M
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
24K+ 2.35% |
$1.71M - $1.79M
|
1.04M
$76.4M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
23.5K+ 1.98% |
$1.67M - $1.75M
|
1.21M
$88.5M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
23.2K+ 65.87% |
$1.65M - $1.73M
|
58.4K
$4.27M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
23.2KNew |
$1.65M - $1.73M
|
23.2K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
22.7KNew |
$1.62M - $1.7M
|
22.7K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
22.4K+ 69.23% |
$1.6M - $1.67M
|
54.8K
$4.01M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
22.3KNew |
$1.59M - $1.66M
|
22.3K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22K+ 3.19% |
$1.57M - $1.64M
|
710K
$52M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
21.9K+ 46.16% |
$1.56M - $1.64M
|
69.5K
$5.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
21.9K+ 14.28% |
$1.56M - $1.63M
|
175K
$12.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
21.9K+ 3.69% |
$1.56M - $1.63M
|
615K
$45M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
21.8K+ 1.9% |
$1.56M - $1.63M
|
1.17M
$85.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
21.7K+ 53.72% |
$1.55M - $1.62M
|
62.1K
$4.55M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
21.5K+ 4.5% |
$1.54M - $1.61M
|
500K
$36.6M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
21.4K+ 22.5% |
$1.53M - $1.6M
|
117K
$8.53M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
21.3KNew |
$1.52M - $1.59M
|
21.3K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21.1K+ 19.48% |
$1.5M - $1.57M
|
129K
$9.46M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21.1K+ 19.48% |
$1.5M - $1.57M
|
129K
$9.46M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20.9K+ 11.58% |
$1.49M - $1.56M
|
201K
$14.7M
|
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
BUY
|
- |
20.6K+ 36.08% |
$1.47M - $1.53M
|
77.5K
$5.67M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.3K+ 468.78% |
$1.45M - $1.52M
|
24.7K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
20.2K+ 33.95% |
$1.44M - $1.51M
|
79.7K
$5.83M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
20.2K+ 747.42% |
$1.44M - $1.5M
|
22.9K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
20K+ 48.3% |
$1.43M - $1.49M
|
61.4K
$4.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.6K+ 5.3% |
$1.4M - $1.46M
|
389K
$28.5M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
19K+ 12.96% |
$1.36M - $1.42M
|
166K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
18.9K+ 64.01% |
$1.35M - $1.41M
|
48.5K
$3.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
BUY
|
- |
18.9K+ 10.63% |
$1.35M - $1.41M
|
197K
$14.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
18.8K+ 168.45% |
$1.34M - $1.4M
|
29.9K
$2.19M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
18.4K+ 10.46% |
$1.31M - $1.37M
|
194K
$14.2M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.3K+ 13.28% |
$1.31M - $1.37M
|
156K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.2KNew |
$1.3M - $1.36M
|
18.2K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
18.1K+ 118.96% |
$1.29M - $1.35M
|
33.4K
$2.44M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.1K+ 13.76% |
$1.29M - $1.35M
|
149K
$10.9M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
18K+ 31.71% |
$1.28M - $1.34M
|
74.7K
$5.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
17.9K+ 36.99% |
$1.28M - $1.34M
|
66.4K
$4.86M
|