Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.16K+ 116.78% |
$439K - $459K
|
11.4K
$821K
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
5.94K+ 95.01% |
$424K - $443K
|
12.2K
$876K
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
BUY
|
- |
5.92K+ 3.15% |
$422K - $442K
|
194K
$14M
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
5.92K+ 5.33% |
$422K - $442K
|
117K
$8.41M
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.92KNew |
$422K - $441K
|
5.92K
$425K
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5.92KNew |
$422K - $441K
|
5.92K
$425K
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
5.92K+ 2.64% |
$422K - $441K
|
230K
$16.5M
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
5.9K+ 14.57% |
$421K - $440K
|
46.4K
$3.33M
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.88KNew |
$419K - $438K
|
5.88K
$422K
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.86KNew |
$418K - $437K
|
5.86K
$421K
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
5.85K+ 3.75% |
$417K - $436K
|
162K
$11.6M
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
5.85K+ 5.58% |
$417K - $436K
|
111K
$7.94M
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.66KNew |
$403K - $422K
|
5.66K
$406K
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.65K+ 7635.14% |
$403K - $421K
|
5.72K
$411K
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
5.65K+ 32.68% |
$403K - $421K
|
22.9K
$1.65M
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.55KNew |
$396K - $413K
|
5.55K
$398K
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.52KNew |
$394K - $412K
|
5.52K
$397K
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
5.4K+ 0.92% |
$385K - $403K
|
593K
$42.6M
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
5.36KNew |
$382K - $399K
|
5.36K
$385K
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.32K+ 5.58% |
$379K - $397K
|
101K
$7.23M
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5.3K+ 17.39% |
$378K - $395K
|
35.8K
$2.57M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.22K+ 3.2% |
$372K - $389K
|
168K
$12.1M
|
|
Apr 03, 2023
Q1 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
5.21K+ 17.79% |
$371K - $388K
|
34.5K
$2.48M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
5.19K+ 0.59% |
$370K - $387K
|
883K
$63.4M
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
5.17K+ 106.36% |
$369K - $386K
|
10K
$721K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.15K+ 3.08% |
$367K - $384K
|
173K
$12.4M
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.15KNew |
$367K - $384K
|
5.15K
$370K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
5.11K+ 25.56% |
$365K - $381K
|
25.1K
$1.8M
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.06K+ 2.23% |
$361K - $377K
|
232K
$16.7M
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
5.04K+ 35.17% |
$359K - $375K
|
19.4K
$1.39M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.97KNew |
$355K - $371K
|
4.97K
$357K
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.92K+ 2.35% |
$351K - $367K
|
214K
$15.4M
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.9KNew |
$350K - $365K
|
4.9K
$352K
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
4.89K+ 1.85% |
$349K - $365K
|
269K
$19.3M
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.82K+ 109.15% |
$344K - $360K
|
9.24K
$664K
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.76KNew |
$339K - $355K
|
4.76K
$342K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.73K+ 23.46% |
$337K - $352K
|
24.9K
$1.79M
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
4.68KNew |
$333K - $349K
|
4.68K
$336K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.65K+ 9.88% |
$331K - $346K
|
51.7K
$3.71M
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.52K+ 3.94% |
$322K - $337K
|
119K
$8.56M
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.48K+ 5.76% |
$320K - $334K
|
82.3K
$5.91M
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
4.42K+ 160.25% |
$315K - $330K
|
7.18K
$516K
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.41KNew |
$315K - $329K
|
4.41K
$317K
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
4.35K+ 16.14% |
$310K - $324K
|
31.3K
$2.25M
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
4.33KNew |
$309K - $323K
|
4.33K
$311K
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
4.32K+ 103.16% |
$308K - $322K
|
8.5K
$611K
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
4.31KNew |
$307K - $321K
|
4.31K
$309K
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
4.3K+ 23.24% |
$307K - $321K
|
22.8K
$1.64M
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4.28K+ 76.95% |
$305K - $319K
|
9.84K
$707K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.25K+ 10.12% |
$303K - $317K
|
46.3K
$3.32M
|