Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-762- 2.06% |
$51.8K - $56.3K
|
36.3K
$2.67M
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-780Closed |
$53.1K - $57.6K
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-782- 2.46% |
$53.2K - $57.8K
|
31K
$2.28M
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-787- 2.4% |
$53.5K - $58.2K
|
31.9K
$2.35M
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-788- 2.88% |
$53.6K - $58.2K
|
26.6K
$1.95M
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-795- 2.45% |
$54.1K - $58.8K
|
31.6K
$2.32M
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-796- 1.82% |
$54.2K - $58.8K
|
43K
$3.16M
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-803- 3.54% |
$54.6K - $59.3K
|
21.9K
$1.61M
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-808- 1.09% |
$55K - $59.7K
|
73.3K
$5.39M
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-813- 19.1% |
$55.3K - $60.1K
|
3.44K
$253K
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-833- 1.87% |
$56.7K - $61.6K
|
43.8K
$3.22M
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-865- 6.82% |
$58.9K - $63.9K
|
11.8K
$868K
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-873- 2.03% |
$59.4K - $64.5K
|
42.2K
$3.1M
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-877- 7.43% |
$59.7K - $64.8K
|
10.9K
$803K
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-883- 9.74% |
$60.1K - $65.3K
|
8.19K
$602K
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-895- 3.44% |
$60.9K - $66.1K
|
25.1K
$1.85M
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-896- 1.01% |
$61K - $66.2K
|
87.9K
$6.46M
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-918- 1.32% |
$62.5K - $67.8K
|
68.8K
$5.06M
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-938- 14.55% |
$63.8K - $69.3K
|
5.51K
$405K
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
SELL
|
- |
-950- 6.29% |
$64.6K - $70.2K
|
14.2K
$1.04M
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-976- 16.81% |
$66.4K - $72.1K
|
4.83K
$355K
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-995- 3.28% |
$67.7K - $73.5K
|
29.4K
$2.16M
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-1K- 13.72% |
$68.1K - $74K
|
6.29K
$463K
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1K- 22.23% |
$68.1K - $74K
|
3.5K
$257K
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-1.01K- 3.4% |
$68.7K - $74.6K
|
28.7K
$2.11M
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.03K- 8.59% |
$70.4K - $76.4K
|
11K
$809K
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.06K- 12.07% |
$71.8K - $78K
|
7.69K
$565K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.06K- 29.88% |
$72K - $78.2K
|
2.48K
$183K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.11K- 63.76% |
$75.5K - $82K
|
631
$46.4K
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.13K- 36.31% |
$76.6K - $83.2K
|
1.98K
$145K
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-1.13K- 7.28% |
$77.1K - $83.7K
|
14.4K
$1.06M
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.15K- 14.24% |
$78K - $84.8K
|
6.91K
$508K
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.17K- 2.64% |
$79.7K - $86.5K
|
43.1K
$3.17M
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.18K- 20.11% |
$80.2K - $87.1K
|
4.68K
$344K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.19K- 10.56% |
$80.7K - $87.6K
|
10K
$738K
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.2K- 0.73% |
$81.9K - $89K
|
164K
$12M
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.24K- 10.72% |
$84.3K - $91.6K
|
10.3K
$758K
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.26K- 25.9% |
$86K - $93.4K
|
3.62K
$266K
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.29K- 1.6% |
$87.4K - $95K
|
79.1K
$5.82M
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.3K- 18.43% |
$88.5K - $96.1K
|
5.76K
$423K
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.3K- 12.68% |
$88.6K - $96.2K
|
8.97K
$659K
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.32K- 0.63% |
$89.5K - $97.3K
|
208K
$15.3M
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.34K- 17.54% |
$91.3K - $99.2K
|
6.31K
$464K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.37K- 84.69% |
$92.9K - $101K
|
247
$18.2K
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.39K- 14.6% |
$94.6K - $103K
|
8.14K
$598K
|
|
Feb 12, 2024
Q4 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-1.4K- 3.26% |
$95.3K - $103K
|
41.6K
$3.06M
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.42K- 6.31% |
$96.7K - $105K
|
21.1K
$1.55M
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.43K- 16.52% |
$97.4K - $106K
|
7.24K
$532K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.5K- 4.77% |
$102K - $111K
|
29.9K
$2.2M
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.5K- 12.69% |
$102K - $111K
|
10.3K
$757K
|