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 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-10.1K- 9.33% |
$689K - $749K
|
98.5K
$7.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-10.5K- 14.39% |
$713K - $774K
|
62.3K
$4.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-10.9K- 1.77% |
$745K - $809K
|
606K
$44.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-11K- 28.45% |
$752K - $817K
|
27.8K
$2.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-11.1K- 94.33% |
$754K - $819K
|
666
$48.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-11.1K- 14.11% |
$754K - $819K
|
67.5K
$4.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-11.1K- 2.64% |
$756K - $821K
|
409K
$30M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-11.2K- 32.76% |
$765K - $831K
|
23.1K
$1.69M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-11.5K- 41.35% |
$782K - $849K
|
16.3K
$1.19M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-11.7K- 76.67% |
$793K - $861K
|
3.55K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-11.7K- 60.76% |
$794K - $862K
|
7.53K
$552K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11.7K- 25.75% |
$796K - $865K
|
33.7K
$2.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 78.53% |
$797K - $866K
|
3.2K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-11.7K- 53.89% |
$798K - $866K
|
10K
$736K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-11.8K- 5.16% |
$803K - $873K
|
217K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-12K- 2.06% |
$814K - $884K
|
570K
$41.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-12K- 5.62% |
$817K - $887K
|
202K
$14.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-12K- 4.02% |
$819K - $890K
|
287K
$21.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-12.2K- 66.58% |
$828K - $900K
|
6.11K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-12.2K- 43.48% |
$832K - $903K
|
15.9K
$1.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-12.9K- 2.63% |
$881K - $957K
|
479K
$35.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-12.9K- 3.38% |
$881K - $957K
|
371K
$27.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-13.3K- 44.68% |
$906K - $984K
|
16.5K
$1.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-13.4K- 60.68% |
$911K - $989K
|
8.68K
$636K
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-13.6K- 23.9% |
$924K - $1M
|
43.2K
$3.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13.7K- 4.14% |
$930K - $1.01M
|
316K
$23.2M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13.7K- 4.14% |
$930K - $1.01M
|
316K
$23.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-13.8K- 73.63% |
$939K - $1.02M
|
4.94K
$362K
|
|
|
Feb 01, 2024
Q4 2023
|
Gpwm LLC
|
SELL
|
- |
-14.2K- 6.81% |
$967K - $1.05M
|
194K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-14.3K- 24.99% |
$976K - $1.06M
|
43.1K
$3.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-14.6K- 17.25% |
$992K - $1.08M
|
69.9K
$5.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-15.1K- 18.0% |
$1.03M - $1.12M
|
68.9K
$5.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-15.7K- 42.08% |
$1.07M - $1.16M
|
21.6K
$1.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-15.7K- 69.08% |
$1.07M - $1.16M
|
7.04K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.8K- 34.1% |
$1.07M - $1.16M
|
30.5K
$2.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15.9K- 34.0% |
$1.08M - $1.17M
|
30.8K
$2.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.7K- 58.11% |
$1.14M - $1.23M
|
12K
$882K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-16.8K- 66.02% |
$1.14M - $1.24M
|
8.63K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-16.8K- 72.66% |
$1.15M - $1.24M
|
6.34K
$465K
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-16.9K- 6.99% |
$1.15M - $1.25M
|
224K
$16.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-18K- 17.36% |
$1.22M - $1.33M
|
85.6K
$6.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-18K- 17.36% |
$1.22M - $1.33M
|
85.6K
$6.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-18K- 43.22% |
$1.23M - $1.33M
|
23.7K
$1.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-18.3K- 6.09% |
$1.24M - $1.35M
|
282K
$20.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-19.2K- 2.09% |
$1.31M - $1.42M
|
899K
$65.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-19.2K- 1.01% |
$1.31M - $1.42M
|
1.89M
$139M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-19.4K- 37.56% |
$1.32M - $1.43M
|
32.2K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-19.4K- 14.14% |
$1.32M - $1.43M
|
118K
$8.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-19.8K- 13.24% |
$1.34M - $1.46M
|
130K
$9.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-19.9K- 6.16% |
$1.36M - $1.47M
|
304K
$22.3M
|