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 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
34.6K+ 30.85% |
$2.36M - $2.56M
|
147K
$10.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
34.4K+ 38.86% |
$2.34M - $2.55M
|
123K
$9.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
33.9KNew |
$2.31M - $2.51M
|
33.9K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.8K+ 31.65% |
$2.3M - $2.49M
|
140K
$10.3M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
33.7K+ 21.2% |
$2.3M - $2.49M
|
193K
$14.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
33.7K+ 6.16% |
$2.29M - $2.49M
|
581K
$42.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
33.5K+ 71.87% |
$2.28M - $2.48M
|
80.1K
$5.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
33.4KNew |
$2.27M - $2.47M
|
33.4K
$2.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
33.3KNew |
$2.26M - $2.46M
|
33.3K
$2.44M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
33.1KNew |
$2.25M - $2.44M
|
33.1K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
32.2KNew |
$2.19M - $2.38M
|
32.2K
$2.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.1K+ 14.78% |
$2.19M - $2.37M
|
250K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.1K+ 15.85% |
$2.18M - $2.37M
|
234K
$17.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
32K+ 9.72% |
$2.18M - $2.37M
|
361K
$26.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
31.9K+ 9.67% |
$2.17M - $2.36M
|
362K
$26.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
31.7KNew |
$2.15M - $2.34M
|
31.7K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
31.6K+ 24.35% |
$2.15M - $2.34M
|
162K
$11.8M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31.6K+ 94.44% |
$2.15M - $2.34M
|
65.1K
$4.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
31.6K+ 10.51% |
$2.15M - $2.34M
|
332K
$24.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
30.9K+ 11.55% |
$2.1M - $2.28M
|
298K
$21.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
29.8K+ 10.57% |
$2.03M - $2.2M
|
312K
$22.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
29.2K+ 19.11% |
$1.99M - $2.16M
|
182K
$13.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
29K+ 17.98% |
$1.97M - $2.14M
|
190K
$13.9M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29K+ 39.79% |
$1.97M - $2.14M
|
102K
$7.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
28.4K+ 126.9% |
$1.93M - $2.1M
|
50.8K
$3.72M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
27.5K+ 2.41% |
$1.87M - $2.03M
|
1.17M
$85.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27.5K+ 1.58% |
$1.87M - $2.03M
|
1.77M
$130M
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
27KNew |
$1.84M - $2M
|
27K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
26.5K+ 72.94% |
$1.81M - $1.96M
|
62.9K
$4.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
25.7K+ 66.84% |
$1.75M - $1.9M
|
64.1K
$4.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
25.7K+ 14.29% |
$1.75M - $1.9M
|
205K
$15M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
25.6KNew |
$1.74M - $1.89M
|
25.6K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
25.4KNew |
$1.73M - $1.88M
|
25.4K
$1.86M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
25K+ 16.5% |
$1.7M - $1.85M
|
177K
$12.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
24.9K+ 8.56% |
$1.69M - $1.84M
|
316K
$23.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
24.9K+ 90.81% |
$1.69M - $1.84M
|
52.3K
$3.83M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
24.7K+ 10.37% |
$1.68M - $1.82M
|
263K
$19.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
24.3K+ 189.22% |
$1.65M - $1.8M
|
37.2K
$2.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
24.1KNew |
$1.64M - $1.78M
|
24.1K
$1.77M
|
|
|
Jan 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
24.1KNew |
$1.64M - $1.78M
|
24.1K
$1.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
23.2KNew |
$1.58M - $1.72M
|
23.2K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
23.1KNew |
$1.57M - $1.71M
|
23.1K
$1.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
22.8K+ 5.27% |
$1.55M - $1.69M
|
456K
$33.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22.8K+ 362.87% |
$1.55M - $1.68M
|
29.1K
$2.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
22.7K+ 8.45% |
$1.54M - $1.68M
|
291K
$21.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
22.6K+ 1.56% |
$1.54M - $1.67M
|
1.48M
$108M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
22.5KNew |
$1.53M - $1.66M
|
22.5K
$1.65M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
22.4KNew |
$1.52M - $1.66M
|
22.4K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
22.2K+ 974.2% |
$1.51M - $1.64M
|
24.5K
$1.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
22.2K+ 300.24% |
$1.51M - $1.64M
|
29.6K
$2.17M
|