Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
133+ 3.92% |
$9.47K - $9.8K
|
3.52K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
132+ 2.24% |
$9.39K - $9.72K
|
6.03K
$439K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
129+ 0.37% |
$9.18K - $9.5K
|
35.2K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
127+ 0.5% |
$9.04K - $9.35K
|
25.4K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
118+ 1.74% |
$8.4K - $8.69K
|
6.89K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
115+ 0.08% |
$8.18K - $8.47K
|
148K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
113New |
$8.04K - $8.32K
|
113
$8.22K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
110+ 5.86% |
$7.83K - $8.1K
|
1.99K
$145K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
108New |
$7.69K - $7.96K
|
108
$7.86K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
104+ 1.16% |
$7.4K - $7.66K
|
9.04K
$657K
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
104+ 0.64% |
$7.4K - $7.66K
|
16.4K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
101+ 0.53% |
$7.19K - $7.44K
|
19.2K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
101+ 0.95% |
$7.19K - $7.44K
|
10.8K
$784K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100New |
$7.12K - $7.37K
|
100
$7.28K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
100+ 3.56% |
$7.12K - $7.37K
|
2.91K
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
91+ 0.93% |
$6.48K - $6.7K
|
9.92K
$722K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
84+ 0.37% |
$5.98K - $6.19K
|
22.6K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
80+ 1.15% |
$5.69K - $5.89K
|
7.05K
$513K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
79+ 0.62% |
$5.62K - $5.82K
|
12.7K
$927K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
76+ 2.0% |
$5.41K - $5.6K
|
3.88K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
75+ 1.04% |
$5.34K - $5.52K
|
7.31K
$532K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
BUY
|
- |
72+ 0.46% |
$5.12K - $5.3K
|
15.8K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
71New |
$5.05K - $5.23K
|
71
$5.17K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
70+ 0.29% |
$4.98K - $5.16K
|
23.9K
$1.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
67+ 1.91% |
$4.77K - $4.94K
|
3.58K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
64+ 0.83% |
$4.55K - $4.71K
|
7.76K
$565K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
64+ 6.65% |
$4.55K - $4.71K
|
1.03K
$74.7K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
61New |
$4.34K - $4.49K
|
61
$4.44K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
50+ 0.9% |
$3.56K - $3.68K
|
5.58K
$406K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
50+ 1.71% |
$3.56K - $3.68K
|
2.98K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
50+ 1.22% |
$3.56K - $3.68K
|
4.16K
$302K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
50+ 0.6% |
$3.56K - $3.68K
|
8.38K
$610K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
49+ 0.07% |
$3.49K - $3.61K
|
74.9K
$5.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
48+ 1.09% |
$3.42K - $3.54K
|
4.46K
$325K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
45+ 0.22% |
$3.2K - $3.31K
|
20.3K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
42+ 0.02% |
$2.99K - $3.09K
|
268K
$19.5M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
40+ 0.17% |
$2.85K - $2.95K
|
23.4K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
40+ 0.29% |
$2.85K - $2.95K
|
13.7K
$996K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
40+ 1.59% |
$2.85K - $2.95K
|
2.55K
$186K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
38+ 0.38% |
$2.7K - $2.8K
|
9.99K
$727K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
38+ 0.49% |
$2.7K - $2.8K
|
7.74K
$563K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
38+ 1.18% |
$2.7K - $2.8K
|
3.26K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
34+ 0.43% |
$2.42K - $2.5K
|
7.93K
$577K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
32+ 0.36% |
$2.28K - $2.36K
|
8.94K
$651K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
32+ 0.62% |
$2.28K - $2.36K
|
5.2K
$378K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
31+ 0.22% |
$2.21K - $2.28K
|
13.9K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
BUY
|
- |
31+ 0.07% |
$2.21K - $2.28K
|
46.5K
$3.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
29+ 0.6% |
$2.06K - $2.14K
|
4.84K
$352K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
29+ 0.11% |
$2.06K - $2.14K
|
26.9K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
26+ 15.29% |
$1.85K - $1.92K
|
196
$14.3K
|