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 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
603+ 1.9% |
$43.3K - $44.4K
|
32.4K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
587+ 1726.47% |
$42.1K - $43.2K
|
621
$44.8K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
586+ 7.66% |
$42.1K - $43.2K
|
8.24K
$595K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
579+ 0.95% |
$41.5K - $42.6K
|
61.6K
$4.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
577New |
$41.4K - $42.5K
|
577
$41.7K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
576+ 10.04% |
$41.3K - $42.4K
|
6.32K
$456K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
562+ 1518.92% |
$40.3K - $41.4K
|
599
$43.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Tenret CO LLC
|
BUY
|
- |
542+ 2.65% |
$38.9K - $39.9K
|
21K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
541+ 10.96% |
$38.8K - $39.9K
|
5.48K
$395K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
505+ 14.46% |
$36.2K - $37.2K
|
4K
$289K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
499+ 8.62% |
$35.8K - $36.8K
|
6.29K
$454K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
498+ 9.52% |
$35.7K - $36.7K
|
5.73K
$414K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
493+ 1.53% |
$35.4K - $36.3K
|
32.7K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
470+ 6.11% |
$33.7K - $34.6K
|
8.16K
$589K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
462+ 5.15% |
$33.2K - $34K
|
9.43K
$681K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
459+ 7.91% |
$32.9K - $33.8K
|
6.27K
$452K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
459+ 5.64% |
$32.9K - $33.8K
|
8.6K
$620K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
453+ 0.96% |
$32.5K - $33.4K
|
47.7K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
452+ 6.21% |
$32.4K - $33.3K
|
7.73K
$558K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
449New |
$32.2K - $33.1K
|
449
$32.4K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
432+ 6.41% |
$31K - $31.8K
|
7.17K
$518K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
429+ 20.91% |
$30.8K - $31.6K
|
2.48K
$179K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
423+ 1057.5% |
$30.4K - $31.2K
|
463
$33.4K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
415New |
$29.8K - $30.6K
|
415
$30K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
407+ 12.52% |
$29.2K - $30K
|
3.66K
$264K
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
401+ 9.27% |
$28.8K - $29.5K
|
4.73K
$341K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
401+ 1.22% |
$28.8K - $29.5K
|
33.3K
$2.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
399+ 7.71% |
$28.6K - $29.4K
|
5.58K
$402K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
395+ 4.74% |
$28.3K - $29.1K
|
8.74K
$631K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
392New |
$28.1K - $28.9K
|
392
$28.3K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
390+ 1.73% |
$28K - $28.7K
|
22.9K
$1.65M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
369+ 4.38% |
$26.5K - $27.2K
|
8.79K
$634K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
332+ 4.6% |
$23.8K - $24.5K
|
7.55K
$545K
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
319+ 6.42% |
$22.9K - $23.5K
|
5.28K
$381K
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
319+ 9.79% |
$22.9K - $23.5K
|
3.58K
$258K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
312+ 0.92% |
$22.4K - $23K
|
34.2K
$2.47M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
311+ 39.02% |
$22.3K - $22.9K
|
1.11K
$80K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
310+ 3.63% |
$22.2K - $22.8K
|
8.86K
$639K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
309+ 6.0% |
$22.2K - $22.8K
|
5.46K
$394K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
297+ 2.81% |
$21.3K - $21.9K
|
10.9K
$783K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
290+ 1.93% |
$20.8K - $21.4K
|
15.3K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
284+ 8.18% |
$20.4K - $20.9K
|
3.76K
$271K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
261New |
$18.7K - $19.2K
|
261
$18.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
255New |
$18.3K - $18.8K
|
255
$18.4K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
243New |
$17.4K - $17.9K
|
243
$17.5K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
242+ 4.07% |
$17.4K - $17.8K
|
6.18K
$446K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
236+ 2.12% |
$16.9K - $17.4K
|
11.4K
$820K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
226+ 0.83% |
$16.2K - $16.6K
|
27.4K
$1.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
224+ 2.63% |
$16.1K - $16.5K
|
8.73K
$630K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
223+ 18.77% |
$16K - $16.4K
|
1.41K
$102K
|