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 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.19K- 6.57% |
$587K - $603K
|
116K
$8.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-8.26K- 34.43% |
$593K - $608K
|
15.7K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-8.58K- 22.08% |
$616K - $632K
|
30.3K
$2.19M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-8.68K- 7.28% |
$623K - $639K
|
111K
$7.98M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.8K- 36.7% |
$631K - $648K
|
15.2K
$1.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.91K- 4.11% |
$640K - $657K
|
208K
$15M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-9.26K- 4.71% |
$664K - $682K
|
187K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.5K- 34.04% |
$682K - $700K
|
18.4K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-9.7K- 34.9% |
$696K - $715K
|
18.1K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-10.1K- 42.09% |
$727K - $746K
|
13.9K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-10.3K- 3.89% |
$736K - $755K
|
254K
$18.3M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-10.3K- 5.25% |
$736K - $755K
|
185K
$13.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10.3K- 27.67% |
$741K - $761K
|
27K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.7K- 3.37% |
$766K - $787K
|
306K
$22.1M
|
|
|
May 09, 2024
Q1 2024
|
Torray LLC
|
SELL
|
- |
-10.8K- 76.47% |
$777K - $798K
|
3.33K
$241K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10.8K- 16.64% |
$778K - $798K
|
54.3K
$3.92M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-10.9K- 39.08% |
$779K - $799K
|
16.9K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.1K- 15.55% |
$796K - $817K
|
60.2K
$4.35M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-11.2K- 16.61% |
$805K - $826K
|
56.3K
$4.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-11.3K- 68.11% |
$814K - $836K
|
5.31K
$384K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11.6K- 29.34% |
$833K - $855K
|
28K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-11.7K- 40.37% |
$839K - $861K
|
17.3K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.7K- 35.78% |
$842K - $864K
|
21K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-12.1K- 34.7% |
$870K - $893K
|
22.8K
$1.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-13K- 7.1% |
$931K - $955K
|
170K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13K- 12.11% |
$933K - $958K
|
94.4K
$6.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-13.4K- 72.31% |
$961K - $986K
|
5.13K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-14.3K- 83.93% |
$1.02M - $1.05M
|
2.73K
$197K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-14.6K- 53.65% |
$1.04M - $1.07M
|
12.6K
$908K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14.6K- 10.0% |
$1.05M - $1.07M
|
131K
$9.47M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-15.4K- 3.48% |
$1.1M - $1.13M
|
427K
$30.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-15.4K- 89.2% |
$1.11M - $1.14M
|
1.87K
$135K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15.6K- 18.27% |
$1.12M - $1.15M
|
69.9K
$5.05M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.1K- 52.85% |
$1.16M - $1.19M
|
14.4K
$1.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-17.8K- 60.77% |
$1.28M - $1.31M
|
11.5K
$828K
|
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-17.9K- 70.28% |
$1.28M - $1.32M
|
7.56K
$546K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-19K- 33.84% |
$1.36M - $1.4M
|
37.1K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-19.7K- 15.58% |
$1.41M - $1.45M
|
107K
$7.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-20K- 37.18% |
$1.44M - $1.48M
|
33.9K
$2.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
SELL
|
- |
-20.2K- 9.57% |
$1.45M - $1.48M
|
190K
$13.7M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-20.3K- 60.92% |
$1.46M - $1.49M
|
13K
$939K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-21K- 70.74% |
$1.5M - $1.54M
|
8.67K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21KClosed |
$1.51M - $1.55M
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.9K- 0.45% |
$1.57M - $1.61M
|
4.85M
$350M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-22.2K- 90.34% |
$1.59M - $1.63M
|
2.37K
$171K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-22.3K- 44.36% |
$1.6M - $1.64M
|
27.9K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-23.9K- 69.29% |
$1.71M - $1.76M
|
10.6K
$763K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-24.4K- 52.07% |
$1.75M - $1.8M
|
22.5K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-24.5K- 15.3% |
$1.76M - $1.8M
|
135K
$9.78M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-25.3K- 10.78% |
$1.82M - $1.86M
|
209K
$15.1M
|