Latest Institutional Transactions on Vanguard Bd Index Fd Inc Total (BND)
This table provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Total (BND) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-260- 2.67% |
$18.5K - $19.4K
|
9.49K
$690K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
20.2K+ 747.42% |
$1.44M - $1.5M
|
22.9K
$1.66M
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.06K- 37.66% |
$147K - $153K
|
3.41K
$248K
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-97- 2.72% |
$6.92K - $7.23K
|
3.47K
$252K
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-9.21K- 34.73% |
$657K - $687K
|
17.3K
$1.26M
|
|
May 09, 2023
Q1 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
71+ 15.57% |
$5.06K - $5.29K
|
527
$38.3K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
831New |
$59.3K - $62K
|
831
$60.5K
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9.49KNew |
$677K - $708K
|
9.49K
$691K
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
104New |
$7.42K - $7.76K
|
104
$7.57K
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
2.4K+ 15.3% |
$171K - $179K
|
18K
$1.31M
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-750- 20.0% |
$53.5K - $55.9K
|
3K
$218K
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
21.4K+ 22.5% |
$1.53M - $1.6M
|
117K
$8.48M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-11.9K- 11.71% |
$851K - $890K
|
89.9K
$6.54M
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.62% |
$143 - $149
|
327
$23.8K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
21.3KNew |
$1.52M - $1.59M
|
21.3K
$1.55M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.34KNew |
$239K - $249K
|
3.34K
$243K
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.71KNew |
$193K - $202K
|
2.71K
$197K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
525+ 9.84% |
$37.4K - $39.1K
|
5.86K
$427K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-88K- 26.33% |
$6.28M - $6.57M
|
246K
$17.9M
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.66KNew |
$403K - $422K
|
5.66K
$411K
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-311- 7.99% |
$22.2K - $23.2K
|
3.58K
$260K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
132KNew |
$9.4M - $9.83M
|
132K
$9.59M
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-284- 72.63% |
$20.3K - $21.2K
|
107
$7.79K
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 26.03% |
$107K - $112K
|
4.28K
$311K
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-178- 2.07% |
$12.7K - $13.3K
|
8.42K
$613K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
156New |
$11.1K - $11.6K
|
156
$11.4K
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-698- 10.41% |
$49.8K - $52K
|
6.01K
$437K
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
299+ 9.78% |
$21.3K - $22.3K
|
3.36K
$244K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
450New |
$32.1K - $33.6K
|
450
$32.7K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-345- 33.66% |
$24.6K - $25.7K
|
680
$49.5K
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
271+ 4.1% |
$19.3K - $20.2K
|
6.88K
$500K
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.94KNew |
$210K - $219K
|
2.94K
$214K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.75K+ 7.63% |
$196K - $205K
|
38.8K
$2.82M
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.99KNew |
$213K - $223K
|
2.99K
$218K
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
475New |
$33.9K - $35.4K
|
475
$34.6K
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-10KClosed |
$717K - $749K
|
0
$0
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
27.3KNew |
$1.95M - $2.04M
|
27.3K
$1.99M
|
|
Q4 2022 | |||||||
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
126+ 1.43% |
$8.74K - $9.31K
|
8.96K
$652K
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.79KNew |
$193K - $206K
|
2.79K
$203K
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
23New |
$1.6K - $1.7K
|
23
$1.67K
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
420KNew |
$29.1M - $31M
|
420K
$30.5M
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
2.85KNew |
$198K - $210K
|
2.85K
$207K
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.09K+ 4.07% |
$214K - $228K
|
78.9K
$5.74M
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
12.7K+ 302.56% |
$879K - $936K
|
16.9K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.14K+ 232.9% |
$148K - $158K
|
3.06K
$222K
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-641- 78.17% |
$44.5K - $47.4K
|
179
$13K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.81MNew |
$542M - $577M
|
7.81M
$568M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.3KNew |
$645K - $687K
|
9.3K
$677K
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
54New |
$3.75K - $3.99K
|
54
$3.93K
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
75.8KNew |
$5.26M - $5.6M
|
75.8K
$5.51M
|