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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
31.6K+ 97.34% |
$2.2M - $2.31M
|
64.2K
$4.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
31K+ 6.67% |
$2.16M - $2.26M
|
496K
$36.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.9K+ 18.0% |
$2.15M - $2.25M
|
202K
$14.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
30.7KNew |
$2.13M - $2.23M
|
30.7K
$2.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
30.6K+ 3.75% |
$2.13M - $2.23M
|
846K
$62M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
30.1KNew |
$2.1M - $2.19M
|
30.1K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
29.8K+ 16.2% |
$2.07M - $2.17M
|
214K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
29.5KNew |
$2.06M - $2.15M
|
29.5K
$2.16M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
29.5K+ 162.21% |
$2.05M - $2.15M
|
47.6K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.3K+ 105.59% |
$2.04M - $2.14M
|
57.1K
$4.18M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
29.3KNew |
$2.04M - $2.14M
|
29.3K
$2.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
28.7K+ 6.22% |
$2M - $2.09M
|
491K
$35.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
28.6K+ 23.04% |
$1.99M - $2.09M
|
153K
$11.2M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
28K+ 17.22% |
$1.95M - $2.04M
|
191K
$14M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
27.4K+ 11.72% |
$1.91M - $2M
|
261K
$19.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
27.4K+ 52.44% |
$1.91M - $2M
|
79.6K
$5.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
26.4K+ 52.95% |
$1.84M - $1.93M
|
76.3K
$5.59M
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
26.3K+ 4.01% |
$1.83M - $1.92M
|
684K
$50.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
26.2K+ 4.55% |
$1.83M - $1.91M
|
603K
$44.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
25.9K+ 250.45% |
$1.8M - $1.89M
|
36.2K
$2.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
25.7K+ 1.75% |
$1.79M - $1.87M
|
1.49M
$109M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
25.5K+ 9.57% |
$1.77M - $1.86M
|
292K
$21.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
25.4K+ 6.39% |
$1.77M - $1.85M
|
423K
$31M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
25.3K+ 4.62% |
$1.76M - $1.84M
|
573K
$41.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.2K+ 3.63% |
$1.75M - $1.84M
|
719K
$52.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
24.5K+ 17.69% |
$1.71M - $1.79M
|
163K
$12M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
24.4K+ 23.2% |
$1.7M - $1.78M
|
130K
$9.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
24.2K+ 6.72% |
$1.69M - $1.77M
|
384K
$28.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
24.2K+ 413.07% |
$1.69M - $1.77M
|
30.1K
$2.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24.1K+ 107.23% |
$1.68M - $1.76M
|
46.6K
$3.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
23.1K+ 414.68% |
$1.61M - $1.68M
|
28.6K
$2.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
22.8KNew |
$1.59M - $1.66M
|
22.8K
$1.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
22.7K+ 2.83% |
$1.58M - $1.65M
|
825K
$60.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
22.5K+ 11.64% |
$1.57M - $1.64M
|
216K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
22.4K+ 9.34% |
$1.56M - $1.63M
|
262K
$19.2M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
22.2K+ 16.24% |
$1.55M - $1.62M
|
159K
$11.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
21.9K+ 5.33% |
$1.53M - $1.6M
|
433K
$31.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.8K+ 10.21% |
$1.52M - $1.59M
|
235K
$17.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
21.1K+ 6.83% |
$1.47M - $1.54M
|
330K
$24.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
21K+ 118.58% |
$1.46M - $1.53M
|
38.7K
$2.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.9K+ 1.25% |
$1.46M - $1.52M
|
1.69M
$124M
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
20.7K+ 16.59% |
$1.44M - $1.51M
|
146K
$10.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
20.7K+ 5.55% |
$1.44M - $1.51M
|
394K
$28.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
20.5K+ 4.18% |
$1.43M - $1.5M
|
512K
$37.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
20.5K+ 5.75% |
$1.43M - $1.49M
|
377K
$27.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
20.3K+ 713.05% |
$1.42M - $1.48M
|
23.2K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
20.2K+ 3.61% |
$1.41M - $1.48M
|
582K
$42.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
20K+ 17.57% |
$1.39M - $1.46M
|
134K
$9.81M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
19.7K+ 52.0% |
$1.37M - $1.44M
|
57.7K
$4.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
19.4K+ 5.69% |
$1.35M - $1.42M
|
361K
$26.4M
|