Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-289- 2.74% |
$20.1K - $21.1K
|
10.3K
$755K
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-296- 2.14% |
$20.6K - $21.6K
|
13.5K
$994K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-305- 4.17% |
$21.2K - $22.2K
|
7.02K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-315- 5.37% |
$21.9K - $23K
|
5.55K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-327- 8.19% |
$22.8K - $23.8K
|
3.66K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-329- 1.78% |
$22.9K - $24K
|
18.1K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-331- 6.05% |
$23K - $24.1K
|
5.14K
$378K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-337- 92.84% |
$23.5K - $24.6K
|
26
$1.91K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-338Closed |
$23.5K - $24.6K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-343- 1.4% |
$23.9K - $25K
|
24.2K
$1.78M
|
|
|
Mar 12, 2024
Q3 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-356- 0.77% |
$24.8K - $26K
|
46K
$3.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-368- 5.14% |
$25.6K - $26.8K
|
6.79K
$499K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-390- 7.4% |
$27.2K - $28.4K
|
4.88K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-390- 6.7% |
$27.2K - $28.4K
|
5.43K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-395- 0.5% |
$27.5K - $28.8K
|
78.3K
$5.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-423- 1.89% |
$29.5K - $30.8K
|
21.9K
$1.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-425- 48.24% |
$29.6K - $31K
|
456
$33.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-425- 1.32% |
$29.6K - $31K
|
31.8K
$2.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-429- 19.77% |
$29.9K - $31.3K
|
1.74K
$128K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-440- 68.54% |
$30.6K - $32.1K
|
202
$14.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-445- 3.94% |
$31K - $32.4K
|
10.8K
$797K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-447- 0.44% |
$31.1K - $32.6K
|
100K
$7.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-467- 6.48% |
$32.5K - $34K
|
6.74K
$495K
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-476- 8.21% |
$33.1K - $34.7K
|
5.33K
$391K
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-485- 2.07% |
$33.8K - $35.4K
|
22.9K
$1.69M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-488- 5.11% |
$34K - $35.6K
|
9.07K
$667K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-503- 1.11% |
$35K - $36.7K
|
44.9K
$3.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-508- 12.71% |
$35.4K - $37K
|
3.49K
$256K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-519- 6.32% |
$36.1K - $37.8K
|
7.69K
$565K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-520- 9.73% |
$36.2K - $37.9K
|
4.82K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-523- 7.12% |
$36.4K - $38.1K
|
6.82K
$501K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-528- 15.23% |
$36.8K - $38.5K
|
2.94K
$216K
|
|
|
Nov 06, 2023
Q3 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-543- 0.89% |
$37.8K - $39.6K
|
60.5K
$4.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-553- 14.23% |
$38.5K - $40.3K
|
3.33K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-555- 3.91% |
$38.6K - $40.5K
|
13.6K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-556- 2.73% |
$38.7K - $40.5K
|
19.8K
$1.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-575- 2.32% |
$40K - $41.9K
|
24.2K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-575- 12.22% |
$40K - $41.9K
|
4.13K
$304K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-578- 10.54% |
$40.2K - $42.1K
|
4.91K
$361K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-580- 6.95% |
$40.4K - $42.3K
|
7.77K
$571K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-580- 7.63% |
$40.4K - $42.3K
|
7.02K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-604- 0.55% |
$42.1K - $44K
|
109K
$7.98M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-609- 5.48% |
$42.4K - $44.4K
|
10.5K
$773K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-611- 39.29% |
$42.5K - $44.5K
|
944
$69.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-613- 25.1% |
$42.7K - $44.7K
|
1.83K
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-614- 7.48% |
$42.8K - $44.8K
|
7.59K
$558K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-620- 1.99% |
$43.2K - $45.2K
|
30.6K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-625- 0.62% |
$43.5K - $45.6K
|
99.8K
$7.34M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-637- 11.35% |
$44.4K - $46.4K
|
4.97K
$366K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-647- 2.75% |
$45.1K - $47.2K
|
22.9K
$1.68M
|