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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
88.8KNew |
$6.04M - $6.56M
|
88.8K
$6.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
88.3K+ 115.79% |
$6.01M - $6.53M
|
165K
$12.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
87.4K+ 874.55% |
$5.95M - $6.46M
|
97.4K
$7.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
86K+ 22.84% |
$5.85M - $6.36M
|
463K
$33.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
85.2K+ 1007.47% |
$5.8M - $6.3M
|
93.7K
$6.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
84.5K+ 44.54% |
$5.75M - $6.24M
|
274K
$20.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
84.1K+ 12.06% |
$5.72M - $6.22M
|
782K
$57.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
84K+ 7.01% |
$5.71M - $6.21M
|
1.28M
$93.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
83.9KNew |
$5.71M - $6.2M
|
83.9K
$6.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
83.1K+ 88.56% |
$5.66M - $6.14M
|
177K
$13M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
83K+ 65.55% |
$5.65M - $6.13M
|
210K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
82KNew |
$5.58M - $6.06M
|
82K
$6M
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
81.5K+ 7.03% |
$5.55M - $6.02M
|
1.24M
$90.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
79.9K+ 163.18% |
$5.44M - $5.91M
|
129K
$9.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
78.4K+ 35.11% |
$5.33M - $5.79M
|
302K
$22.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
78.3K+ 2.79% |
$5.32M - $5.78M
|
2.89M
$211M
|
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
77.1K+ 714.6% |
$5.25M - $5.7M
|
87.9K
$6.44M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
75.1KNew |
$5.11M - $5.55M
|
75.1K
$5.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
75.1K+ 7.63% |
$5.11M - $5.55M
|
1.06M
$77.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
75.1K+ 64.3% |
$5.11M - $5.55M
|
192K
$14.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
73.1K+ 75.75% |
$4.97M - $5.4M
|
170K
$12.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
72.6K+ 279.64% |
$4.94M - $5.36M
|
98.5K
$7.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
71.7KNew |
$4.88M - $5.3M
|
71.7K
$5.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
71.5K+ 78594.51% |
$4.87M - $5.29M
|
71.6K
$5.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
71.3K+ 28.93% |
$4.85M - $5.27M
|
318K
$23.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
68.1K+ 5.21% |
$4.63M - $5.03M
|
1.38M
$101M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
66K+ 7.79% |
$4.49M - $4.87M
|
912K
$66.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
64.8K+ 62.28% |
$4.41M - $4.79M
|
169K
$12.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
64.7KNew |
$4.4M - $4.78M
|
64.7K
$4.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
64.4K+ 155.79% |
$4.38M - $4.76M
|
106K
$7.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
64.1KNew |
$4.36M - $4.74M
|
64.1K
$4.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
63.4K+ 1080.12% |
$4.32M - $4.69M
|
69.3K
$5.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
63.3K+ 117.41% |
$4.3M - $4.67M
|
117K
$8.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
63K+ 59.18% |
$4.29M - $4.66M
|
170K
$12.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
61.6K+ 2067.46% |
$4.19M - $4.55M
|
64.5K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
60.8K+ 23.02% |
$4.14M - $4.49M
|
325K
$23.8M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
60.2KNew |
$4.1M - $4.45M
|
60.2K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
59.7KNew |
$4.06M - $4.41M
|
59.7K
$4.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
59.2K+ 39.56% |
$4.03M - $4.37M
|
209K
$15.3M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
58.8K+ 37.24% |
$4M - $4.35M
|
217K
$15.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
58.1K+ 2526.64% |
$3.96M - $4.3M
|
60.4K
$4.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
58.1K+ 16.38% |
$3.95M - $4.29M
|
413K
$30.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
57.5K+ 45.95% |
$3.92M - $4.25M
|
183K
$13.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
57K+ 56.85% |
$3.88M - $4.21M
|
157K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
56.7KNew |
$3.86M - $4.19M
|
56.7K
$4.15M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
56.7KNew |
$3.86M - $4.19M
|
56.7K
$4.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
56.3K+ 11.5% |
$3.83M - $4.16M
|
546K
$40M
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
54.3K+ 12.57% |
$3.69M - $4.01M
|
486K
$35.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
54.1K+ 7.3% |
$3.68M - $4M
|
795K
$58.2M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
53.2K+ 1671.4% |
$3.62M - $3.93M
|
56.4K
$4.13M
|