Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.84K+ 4.38% |
$204K - $209K
|
67.7K
$4.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.82K+ 3.44% |
$202K - $207K
|
84.8K
$6.17M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.81K+ 12.62% |
$201K - $207K
|
25K
$1.82M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.8KNew |
$201K - $206K
|
2.8K
$204K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.8K+ 8.82% |
$201K - $206K
|
34.5K
$2.51M
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.8KNew |
$201K - $206K
|
2.8K
$204K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.79KNew |
$200K - $206K
|
2.79K
$203K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.79K+ 1.06% |
$200K - $205K
|
266K
$19.4M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.78K+ 69.78% |
$199K - $205K
|
6.76K
$492K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.77K+ 3.74% |
$199K - $204K
|
76.9K
$5.6M
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2.77K+ 4.88% |
$198K - $204K
|
59.5K
$4.33M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.76KNew |
$198K - $203K
|
2.76K
$201K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
2.76KNew |
$198K - $203K
|
2.76K
$201K
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
2.75KNew |
$198K - $203K
|
2.75K
$200K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.73KNew |
$196K - $201K
|
2.73K
$199K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.71K+ 52.5% |
$195K - $200K
|
7.88K
$574K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.68K+ 49.72% |
$192K - $197K
|
8.06K
$586K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
2.66K+ 9.14% |
$191K - $196K
|
31.7K
$2.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
2.66K+ 6.85% |
$191K - $196K
|
41.5K
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.6K+ 45.96% |
$186K - $191K
|
8.24K
$600K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.59K+ 63.99% |
$186K - $191K
|
6.64K
$483K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.53K+ 4.81% |
$182K - $187K
|
55.1K
$4.01M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.53K+ 2.48% |
$181K - $186K
|
104K
$7.59M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.51K+ 0.85% |
$180K - $185K
|
296K
$21.6M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.49K+ 1178.2% |
$178K - $183K
|
2.7K
$196K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.44K+ 6.05% |
$175K - $180K
|
42.8K
$3.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 5.5% |
$175K - $179K
|
46.7K
$3.4M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.43K+ 1.48% |
$174K - $179K
|
166K
$12.1M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.38K+ 40.66% |
$171K - $175K
|
8.24K
$599K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.36K+ 15.04% |
$169K - $174K
|
18K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.34K+ 29.07% |
$168K - $173K
|
10.4K
$757K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.31K+ 1.85% |
$166K - $170K
|
128K
$9.29M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.31K+ 1.37% |
$166K - $170K
|
171K
$12.4M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
2.31K+ 8.44% |
$165K - $170K
|
29.6K
$2.15M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.3K+ 12.88% |
$165K - $169K
|
20.1K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.19K+ 34.61% |
$157K - $162K
|
8.53K
$621K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
2.19KNew |
$157K - $161K
|
2.19K
$159K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.18K+ 2.97% |
$156K - $160K
|
75.5K
$5.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.14K+ 316.3% |
$153K - $157K
|
2.81K
$204K
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.13K+ 44.03% |
$153K - $157K
|
6.96K
$506K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.12K+ 2.66% |
$152K - $156K
|
81.6K
$5.94M
|
|
|
May 08, 2024
Q1 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
2.08K+ 2.34% |
$149K - $153K
|
90.9K
$6.61M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.08KNew |
$149K - $153K
|
2.08K
$151K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.04K+ 12.6% |
$146K - $150K
|
18.2K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.03K+ 0.81% |
$146K - $150K
|
252K
$18.3M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2K+ 4.84% |
$144K - $148K
|
43.4K
$3.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.97K+ 15.1% |
$141K - $145K
|
15K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.94K+ 56.89% |
$139K - $143K
|
5.34K
$389K
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.91K+ 2.94% |
$137K - $140K
|
66.6K
$4.85M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.89K+ 2.97% |
$136K - $139K
|
65.5K
$4.76M
|