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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
216+ 1.78% |
$15.5K - $15.9K
|
12.3K
$896K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
215New |
$15.4K - $15.8K
|
215
$15.6K
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
213+ 0.99% |
$15.3K - $15.7K
|
21.7K
$1.58M
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
209New |
$15K - $15.4K
|
209
$15.2K
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
199+ 1.8% |
$14.3K - $14.7K
|
11.2K
$817K
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
193+ 5.36% |
$13.8K - $14.2K
|
3.79K
$276K
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
191+ 0.71% |
$13.7K - $14.1K
|
27.2K
$1.98M
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
188+ 1.81% |
$13.5K - $13.8K
|
10.6K
$771K
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
179+ 1.1% |
$12.8K - $13.2K
|
16.5K
$1.2M
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
176+ 0.75% |
$12.6K - $13K
|
23.6K
$1.71M
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
172+ 4.8% |
$12.3K - $12.7K
|
3.76K
$273K
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
171+ 4.78% |
$12.3K - $12.6K
|
3.75K
$273K
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
166+ 1.01% |
$11.9K - $12.2K
|
16.5K
$1.2M
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
163+ 4.09% |
$11.7K - $12K
|
4.15K
$302K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
162New |
$11.6K - $11.9K
|
162
$11.8K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
160+ 0.54% |
$11.5K - $11.8K
|
30K
$2.19M
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
160+ 0.1% |
$11.5K - $11.8K
|
163K
$11.8M
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
150+ 0.41% |
$10.8K - $11K
|
36.5K
$2.66M
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
150+ 1.9% |
$10.8K - $11K
|
8.04K
$585K
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
146+ 3.8% |
$10.5K - $10.8K
|
3.99K
$290K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
144+ 3.39% |
$10.3K - $10.6K
|
4.4K
$320K
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
143+ 2.49% |
$10.3K - $10.5K
|
5.89K
$429K
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
142New |
$10.2K - $10.5K
|
142
$10.3K
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
140+ 2.03% |
$10K - $10.3K
|
7.05K
$513K
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
139+ 5.13% |
$9.97K - $10.2K
|
2.85K
$207K
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
138+ 2.66% |
$9.9K - $10.2K
|
5.33K
$388K
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
138+ 1.74% |
$9.9K - $10.2K
|
8.05K
$586K
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
136+ 0.47% |
$9.76K - $10K
|
29.1K
$2.12M
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
130+ 2.05% |
$9.33K - $9.58K
|
6.47K
$471K
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
130+ 1.26% |
$9.33K - $9.58K
|
10.4K
$760K
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
130+ 333.33% |
$9.33K - $9.58K
|
169
$12.3K
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
127+ 2.61% |
$9.11K - $9.35K
|
4.99K
$363K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
120+ 2.85% |
$8.61K - $8.84K
|
4.33K
$315K
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
115+ 3.14% |
$8.25K - $8.47K
|
3.78K
$275K
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
106+ 2.41% |
$7.61K - $7.81K
|
4.5K
$327K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
106+ 4.52% |
$7.61K - $7.81K
|
2.45K
$178K
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
103+ 0.45% |
$7.39K - $7.59K
|
23K
$1.68M
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
103New |
$7.39K - $7.59K
|
103
$7.49K
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
102+ 2.16% |
$7.32K - $7.51K
|
4.83K
$351K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
100+ 10.8% |
$7.18K - $7.37K
|
1.03K
$74.7K
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
100+ 3.48% |
$7.18K - $7.37K
|
2.97K
$216K
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
92+ 10.89% |
$6.6K - $6.78K
|
937
$68.2K
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
88+ 0.49% |
$6.31K - $6.48K
|
18K
$1.31M
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
85+ 3.12% |
$6.1K - $6.26K
|
2.81K
$204K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
83New |
$5.96K - $6.11K
|
83
$6.04K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
81+ 2.94% |
$5.81K - $5.97K
|
2.84K
$206K
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
80+ 1.38% |
$5.74K - $5.89K
|
5.88K
$428K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
73+ 4.27% |
$5.24K - $5.38K
|
1.78K
$130K
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
66+ 2.09% |
$4.74K - $4.86K
|
3.23K
$235K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
63+ 233.33% |
$4.52K - $4.64K
|
90
$6.55K
|