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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.27K- 21.23% |
$92K - $94.9K
|
4.73K
$346K
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.29K- 10.26% |
$93.2K - $96.1K
|
11.3K
$826K
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.29K- 14.76% |
$93.2K - $96.1K
|
7.46K
$545K
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.3K- 25.36% |
$93.8K - $96.6K
|
3.82K
$279K
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.32K- 11.62% |
$95.1K - $98.1K
|
10K
$733K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.33K- 18.61% |
$96.2K - $99.2K
|
5.82K
$426K
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-1.36K- 10.57% |
$97.9K - $101K
|
11.5K
$839K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.36K- 1.33% |
$98.1K - $101K
|
100K
$7.35M
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.38K- 8.15% |
$99.3K - $102K
|
15.5K
$1.13M
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.39K- 28.32% |
$100K - $103K
|
3.52K
$257K
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.41K- 0.41% |
$102K - $105K
|
339K
$24.8M
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.43K- 6.0% |
$103K - $106K
|
22.4K
$1.64M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.44K- 1.79% |
$104K - $107K
|
78.8K
$5.77M
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.44K- 31.19% |
$104K - $107K
|
3.18K
$233K
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.45K- 2.49% |
$105K - $108K
|
56.9K
$4.16M
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.46K- 4.3% |
$105K - $109K
|
32.5K
$2.38M
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.47K- 0.91% |
$106K - $110K
|
161K
$11.8M
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.49K- 17.18% |
$108K - $111K
|
7.18K
$525K
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.5K- 17.66% |
$109K - $112K
|
7.01K
$512K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.53K- 9.03% |
$110K - $114K
|
15.4K
$1.12M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.53K- 1.18% |
$110K - $114K
|
128K
$9.34M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.53K- 1.18% |
$110K - $114K
|
128K
$9.34M
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.53K- 3.98% |
$111K - $114K
|
37K
$2.71M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.54K- 4.1% |
$111K - $115K
|
36K
$2.63M
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.55K- 0.65% |
$112K - $115K
|
237K
$17.3M
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.55K- 0.92% |
$112K - $115K
|
167K
$12.2M
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
SELL
|
- |
-1.58K- 0.95% |
$114K - $117K
|
165K
$12.1M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.58K- 29.86% |
$114K - $117K
|
3.71K
$271K
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.62K- 7.36% |
$117K - $120K
|
20.4K
$1.49M
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.64K- 0.61% |
$119K - $122K
|
268K
$19.6M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.64K- 7.15% |
$119K - $122K
|
21.4K
$1.56M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.67K- 84.32% |
$120K - $124K
|
310
$22.7K
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.68K- 0.66% |
$122K - $125K
|
252K
$18.4M
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.69K- 0.47% |
$122K - $126K
|
356K
$26.1M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.7K- 0.27% |
$123K - $127K
|
630K
$46.1M
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.77K- 17.66% |
$128K - $131K
|
8.23K
$602K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.77K- 3.33% |
$128K - $132K
|
51.4K
$3.76M
|
|
Aug 16, 2023
Q2 2023
|
Tenret CO LLC
|
SELL
|
- |
-1.79K- 12.74% |
$129K - $133K
|
12.2K
$895K
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.8K- 6.78% |
$130K - $134K
|
24.7K
$1.81M
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.8K- 12.44% |
$130K - $134K
|
12.7K
$927K
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.82K- 12.4% |
$131K - $136K
|
12.9K
$940K
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 1.0% |
$133K - $137K
|
181K
$13.2M
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.84K- 1.29% |
$133K - $137K
|
141K
$10.3M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.85K- 3.52% |
$133K - $138K
|
50.6K
$3.7M
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.85K- 6.03% |
$134K - $138K
|
28.9K
$2.11M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.86K- 88.96% |
$134K - $139K
|
231
$16.9K
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.87K- 5.15% |
$135K - $139K
|
34.4K
$2.52M
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.9K- 11.56% |
$137K - $141K
|
14.5K
$1.06M
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.92K- 12.19% |
$139K - $143K
|
13.8K
$1.01M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.92K- 1.11% |
$139K - $143K
|
172K
$12.5M
|