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 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.94KNew |
$210K - $219K
|
2.94K
$215K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.93K+ 34.46% |
$209K - $218K
|
11.4K
$837K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.86K+ 66.53% |
$204K - $213K
|
7.16K
$524K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.81K+ 1.52% |
$200K - $209K
|
187K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.8KNew |
$199K - $208K
|
2.8K
$205K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.77K+ 6.6% |
$198K - $207K
|
44.8K
$3.28M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.77KNew |
$198K - $207K
|
2.77K
$203K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.76KNew |
$197K - $206K
|
2.76K
$202K
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
2.75KNew |
$196K - $205K
|
2.75K
$202K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.75K+ 7.63% |
$196K - $205K
|
38.8K
$2.84M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.75KNew |
$196K - $205K
|
2.75K
$202K
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.74KNew |
$195K - $204K
|
2.74K
$200K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2.73KNew |
$195K - $204K
|
2.73K
$200K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.73KNew |
$195K - $204K
|
2.73K
$200K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.71K+ 10.91% |
$194K - $202K
|
27.6K
$2.02M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.71KNew |
$193K - $202K
|
2.71K
$199K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.67K+ 1.07% |
$191K - $199K
|
252K
$18.5M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.67KNew |
$191K - $199K
|
2.67K
$196K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.55K+ 7.66% |
$182K - $190K
|
35.8K
$2.62M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.54K+ 84.39% |
$181K - $189K
|
5.54K
$406K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
2.51K+ 3.5% |
$179K - $187K
|
74.3K
$5.44M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.47K+ 3.18% |
$176K - $184K
|
80.2K
$5.87M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.46K+ 5.53% |
$175K - $183K
|
46.9K
$3.44M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
2.43K+ 8.01% |
$173K - $181K
|
32.8K
$2.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.42K+ 14.01% |
$173K - $180K
|
19.7K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.42K+ 19.24% |
$172K - $180K
|
15K
$1.1M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.4K+ 10.13% |
$171K - $179K
|
26.1K
$1.91M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.4K+ 19.06% |
$171K - $179K
|
15K
$1.1M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
2.4K+ 15.3% |
$171K - $179K
|
18K
$1.32M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
2.37K+ 35.63% |
$169K - $177K
|
9.03K
$661K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.34K+ 3.01% |
$167K - $174K
|
80.2K
$5.87M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.31K+ 82.37% |
$165K - $172K
|
5.12K
$375K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.31KNew |
$165K - $172K
|
2.31K
$169K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.25K+ 3.13% |
$160K - $167K
|
74K
$5.42M
|
|
|
May 01, 2023
Q1 2023
|
Tenret CO LLC
|
BUY
|
- |
2.21K+ 18.68% |
$157K - $165K
|
14K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2.18K+ 2.37% |
$155K - $162K
|
94.3K
$6.91M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.11K+ 2.45% |
$151K - $158K
|
88.5K
$6.48M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.09KNew |
$149K - $156K
|
2.09K
$153K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.03K+ 3.18% |
$145K - $151K
|
65.8K
$4.82M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.01K+ 2.45% |
$143K - $150K
|
84K
$6.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.88K+ 8.23% |
$134K - $140K
|
24.7K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.87K+ 2.35% |
$133K - $139K
|
81.2K
$5.95M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.85K+ 8.59% |
$132K - $138K
|
23.4K
$1.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.85K+ 23.12% |
$132K - $138K
|
9.83K
$720K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
1.82KNew |
$130K - $136K
|
1.82K
$133K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.76KNew |
$125K - $131K
|
1.76K
$129K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
1.72K+ 14.27% |
$123K - $128K
|
13.8K
$1.01M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.68K+ 27.94% |
$120K - $125K
|
7.69K
$563K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.64K+ 15.93% |
$117K - $123K
|
12K
$876K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.64KNew |
$117K - $122K
|
1.64K
$120K
|