Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
59+ 0.62% |
$4.26K - $4.39K
|
9.64K
$705K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
58+ 0.65% |
$4.19K - $4.32K
|
8.96K
$655K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
58+ 1.65% |
$4.19K - $4.32K
|
3.58K
$262K
|
|
|
Mar 12, 2024
Q2 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
58+ 0.13% |
$4.19K - $4.32K
|
46.3K
$3.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
56+ 0.73% |
$4.04K - $4.17K
|
7.72K
$564K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
55+ 2.78% |
$3.97K - $4.1K
|
2.03K
$148K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
55+ 0.19% |
$3.97K - $4.1K
|
28.4K
$2.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
54+ 0.74% |
$3.9K - $4.02K
|
7.32K
$535K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
50+ 0.36% |
$3.61K - $3.72K
|
14K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50+ 0.7% |
$3.61K - $3.72K
|
7.21K
$527K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
47+ 0.21% |
$3.39K - $3.5K
|
22.1K
$1.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
45+ 0.43% |
$3.25K - $3.35K
|
10.5K
$767K
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
42+ 0.14% |
$3.03K - $3.13K
|
30.8K
$2.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
39+ 0.41% |
$2.82K - $2.9K
|
9.5K
$694K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
34New |
$2.46K - $2.53K
|
34
$2.49K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
33+ 0.46% |
$2.38K - $2.46K
|
7.15K
$523K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
31+ 0.59% |
$2.24K - $2.31K
|
5.33K
$390K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
29New |
$2.09K - $2.16K
|
29
$2.12K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
29+ 1.4% |
$2.09K - $2.16K
|
2.11K
$154K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
27+ 0.13% |
$1.95K - $2.01K
|
20.7K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
27+ 0.81% |
$1.95K - $2.01K
|
3.37K
$247K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
26+ 0.22% |
$1.88K - $1.94K
|
12K
$875K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25+ 6.07% |
$1.81K - $1.86K
|
437
$32K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
24+ 0.74% |
$1.73K - $1.79K
|
3.27K
$239K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
24New |
$1.73K - $1.79K
|
24
$1.76K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
23+ 0.76% |
$1.66K - $1.71K
|
3.07K
$224K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
22+ 0.71% |
$1.59K - $1.64K
|
3.11K
$227K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.74% |
$1.52K - $1.56K
|
2.88K
$210K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21+ 1.37% |
$1.52K - $1.56K
|
1.56K
$114K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.67% |
$1.52K - $1.56K
|
3.16K
$231K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
20+ 0.38% |
$1.44K - $1.49K
|
5.35K
$391K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 0.1% |
$1.3K - $1.34K
|
17.6K
$1.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
18+ 0.35% |
$1.3K - $1.34K
|
5.23K
$383K
|
|
|
Aug 08, 2023
Q2 2023
|
Zeit Capital LLC
|
BUY
|
- |
18+ 0.02% |
$1.3K - $1.34K
|
77.5K
$5.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
17+ 0.72% |
$1.23K - $1.27K
|
2.38K
$174K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13+ 0.18% |
$939 - $968
|
7.38K
$540K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
13New |
$939 - $968
|
13
$951
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 0.76% |
$722 - $745
|
1.33K
$97.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
BUY
|
- |
9+ 0.18% |
$650 - $670
|
5K
$366K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.22% |
$650 - $670
|
4.1K
$300K
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5+ 0.1% |
$361 - $372
|
5.15K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5+ 0.01% |
$361 - $372
|
48.5K
$3.55M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4+ 0.05% |
$289 - $298
|
7.3K
$534K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
3+ 0.06% |
$217 - $223
|
4.89K
$358K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.75% |
$217 - $223
|
402
$29.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3+ 0.04% |
$217 - $223
|
6.9K
$504K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1New |
$72.2 - $74.5
|
1
$73.1
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$72.2 - $74.5
|
2.78K
$204K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
1+ 0.03% |
$72.2 - $74.5
|
3.99K
$292K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.02% |
$72.2 - $74.5
|
4.34K
$317K
|