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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.3K- 30.65% |
$90.7K - $95K
|
2.95K
$217K
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1.34K- 3.69% |
$93.3K - $97.7K
|
35K
$2.57M
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.35K- 3.53% |
$93.7K - $98.1K
|
36.8K
$2.71M
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.36K- 28.16% |
$95K - $99.4K
|
3.48K
$256K
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.37K- 16.52% |
$95K - $99.5K
|
6.9K
$507K
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.37K- 16.52% |
$95K - $99.5K
|
6.9K
$507K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.37K- 12.36% |
$95.3K - $99.8K
|
9.7K
$713K
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.38K- 8.36% |
$96.4K - $101K
|
15.2K
$1.12M
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.39K- 5.34% |
$96.6K - $101K
|
24.6K
$1.81M
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.39K- 57.48% |
$97.1K - $102K
|
1.03K
$75.8K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.4K- 10.94% |
$97.4K - $102K
|
11.4K
$837K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.4K- 2.77% |
$97.5K - $102K
|
49.2K
$3.62M
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.47K- 16.65% |
$102K - $107K
|
7.36K
$541K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.48K- 10.16% |
$103K - $108K
|
13K
$959K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.48K- 18.19% |
$103K - $108K
|
6.66K
$490K
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.49K- 2.32% |
$104K - $108K
|
62.6K
$4.6M
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.49K- 24.65% |
$104K - $109K
|
4.55K
$335K
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 23.4% |
$104K - $109K
|
4.88K
$359K
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-1.53K- 22.15% |
$107K - $112K
|
5.38K
$395K
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 0.85% |
$107K - $112K
|
180K
$13.2M
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.59K- 21.81% |
$111K - $116K
|
5.71K
$419K
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.6K- 3.52% |
$111K - $116K
|
43.8K
$3.22M
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-1.6K- 0.64% |
$111K - $117K
|
248K
$18.2M
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.61K- 2.06% |
$112K - $117K
|
76.4K
$5.62M
|
|
Nov 08, 2023
Q3 2023
|
Torray LLC
|
SELL
|
- |
-1.63K- 9.71% |
$113K - $118K
|
15.1K
$1.11M
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.65K- 5.07% |
$115K - $120K
|
30.9K
$2.27M
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.72K- 3.03% |
$120K - $126K
|
55.2K
$4.06M
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.75K- 2.18% |
$122K - $128K
|
78.6K
$5.78M
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-1.8K- 5.7% |
$125K - $131K
|
29.7K
$2.18M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.8K- 11.46% |
$125K - $131K
|
13.9K
$1.02M
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.81K- 93.87% |
$126K - $132K
|
118
$8.67K
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.85K- 4.11% |
$128K - $135K
|
43K
$3.16M
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-1.92K- 29.03% |
$134K - $140K
|
4.7K
$345K
|
|
Nov 08, 2023
Q3 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.94K- 0.35% |
$135K - $141K
|
556K
$40.9M
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.94K- 6.41% |
$135K - $141K
|
28.3K
$2.08M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.96K- 15.21% |
$137K - $143K
|
10.9K
$805K
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.01K- 4.85% |
$140K - $147K
|
39.5K
$2.9M
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-2.05K- 33.18% |
$142K - $149K
|
4.12K
$303K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-2.06K- 26.31% |
$143K - $150K
|
5.76K
$423K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.06K- 7.38% |
$143K - $150K
|
25.8K
$1.9M
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.08K- 5.98% |
$145K - $152K
|
32.7K
$2.41M
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.1K- 3.89% |
$146K - $153K
|
51.8K
$3.81M
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.12K- 2.57% |
$148K - $155K
|
80.4K
$5.91M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.15K- 15.48% |
$150K - $157K
|
11.8K
$864K
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.16K- 4.6% |
$150K - $157K
|
44.7K
$3.28M
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2.17K- 5.36% |
$151K - $158K
|
38.3K
$2.81M
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.2K- 3.61% |
$153K - $160K
|
58.7K
$4.31M
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.21K- 39.81% |
$154K - $161K
|
3.34K
$245K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-2.21K- 3.7% |
$154K - $161K
|
57.4K
$4.22M
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.21K- 6.56% |
$154K - $161K
|
31.5K
$2.32M
|