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 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2.03K- 13.27% |
$146K - $150K
|
13.3K
$967K
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.04K- 20.71% |
$146K - $150K
|
7.8K
$567K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.07K- 2.8% |
$148K - $152K
|
71.8K
$5.22M
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-2.08K- 20.66% |
$149K - $153K
|
7.98K
$580K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.08K- 1.23% |
$149K - $153K
|
167K
$12.2M
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.09K- 9.05% |
$150K - $154K
|
21K
$1.52M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.14K- 13.85% |
$154K - $158K
|
13.3K
$968K
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.21K- 24.7% |
$159K - $163K
|
6.75K
$491K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.22K- 2.66% |
$159K - $164K
|
81.3K
$5.92M
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.22K- 5.42% |
$160K - $164K
|
38.8K
$2.82M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.23K- 30.89% |
$160K - $164K
|
4.99K
$363K
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.24K- 2.04% |
$161K - $165K
|
107K
$7.82M
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-2.24K- 71.79% |
$161K - $165K
|
880
$64K
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.3K- 9.19% |
$165K - $169K
|
22.7K
$1.65M
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.32K- 1.89% |
$167K - $171K
|
121K
$8.78M
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.42K- 16.65% |
$173K - $178K
|
12.1K
$880K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.43K- 62.71% |
$174K - $179K
|
1.44K
$105K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.48K- 38.95% |
$178K - $183K
|
3.89K
$283K
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.49K- 4.94% |
$179K - $183K
|
47.9K
$3.48M
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2.5K- 13.68% |
$179K - $184K
|
15.8K
$1.15M
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.53K- 10.8% |
$181K - $186K
|
20.9K
$1.52M
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.54K- 4.43% |
$182K - $187K
|
54.7K
$3.98M
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.54K- 0.84% |
$182K - $187K
|
299K
$21.8M
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.56K- 42.52% |
$184K - $189K
|
3.47K
$252K
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.62K- 44.14% |
$188K - $193K
|
3.31K
$241K
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.62K- 11.29% |
$188K - $193K
|
20.6K
$1.5M
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.62K- 9.05% |
$188K - $193K
|
26.4K
$1.92M
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-2.64K- 4.61% |
$190K - $195K
|
54.7K
$3.98M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.65K- 5.83% |
$190K - $195K
|
42.9K
$3.12M
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.66K- 9.93% |
$191K - $196K
|
24.1K
$1.76M
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.68K- 4.48% |
$192K - $197K
|
57K
$4.15M
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.69K- 40.68% |
$193K - $198K
|
3.92K
$285K
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-2.75KClosed |
$197K - $203K
|
0
$0
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.77K- 37.0% |
$199K - $204K
|
4.72K
$344K
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-2.79K- 25.54% |
$200K - $206K
|
8.13K
$592K
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.8K- 41.19% |
$201K - $206K
|
4K
$291K
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.88K- 6.69% |
$206K - $212K
|
40.1K
$2.92M
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.03K- 12.79% |
$217K - $223K
|
20.6K
$1.5M
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-3.07KClosed |
$220K - $226K
|
0
$0
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.07K- 82.07% |
$220K - $226K
|
670
$48.7K
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-3.11K- 16.8% |
$223K - $229K
|
15.4K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.12K- 86.91% |
$224K - $230K
|
470
$34.2K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-3.18K- 20.69% |
$228K - $234K
|
12.2K
$888K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.37K- 14.57% |
$241K - $248K
|
19.7K
$1.44M
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.39K- 12.54% |
$243K - $250K
|
23.7K
$1.72M
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.42K- 10.2% |
$245K - $252K
|
30.1K
$2.19M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.47K- 47.2% |
$249K - $255K
|
3.88K
$282K
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-3.48K- 9.29% |
$250K - $257K
|
34K
$2.47M
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-3.55KClosed |
$254K - $261K
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-3.58K- 8.48% |
$257K - $263K
|
38.6K
$2.81M
|