Atlas Capital Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History

Atlas Capital Advisors LLC

$656 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$69.63 - $72.91 $20,889 - $21,873	300 Added 11.61%	2,885 $201 Million
Q2 2023 Aug 15, 2023	BUY	$72.23 - $74.46 $7,006 - $7,222	97 Added 3.9%	2,585 $188 Million
Q1 2023 May 16, 2023	BUY	$71.33 - $74.57 $10,699 - $11,185	150 Added 6.42%	2,488 $184 Million
Q4 2022 Feb 15, 2023	BUY	$69.38 - $73.88 $3,885 - $4,137	56 Added 2.45%	2,338 $168 Million
Q3 2022 Nov 08, 2022	BUY	$70.77 - $77.08 $161,497 - $175,896	2,282 New	2,282 $163 Million
Q4 2021 Feb 01, 2022	SELL	$84.47 - $85.89 $494,994 - $503,315	-5,860 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$85.45 - $86.85 $21,447 - $21,799	251 Added 4.47%	5,860 $0
Q3 2020 Oct 23, 2020	BUY	$88.13 - $89.48 $182,429 - $185,223	2,070 Added 58.49%	5,609 $0
Q2 2020 Jul 28, 2020	BUY	$85.6 - $88.34 $302,938 - $312,635	3,539 New	3,539 $0
Q2 2018 Jul 30, 2018	SELL	N/A	-598 Closed	0 $0
Q1 2018 Apr 18, 2018	BUY	N/A	598 New	598 $0

Others Institutions Holding BND

# of Institutions

1,562

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.06 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.27 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.66 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.46 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.61 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

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