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
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
83.9K+ 522.09% |
$6.02M - $6.18M
|
99.9K
$7.27M
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
83.4K+ 3.85% |
$5.99M - $6.14M
|
2.25M
$164M
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
83.4K+ 3.85% |
$5.99M - $6.14M
|
2.25M
$164M
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
82.5KNew |
$5.92M - $6.08M
|
82.5K
$6M
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
82.3K+ 63.84% |
$5.91M - $6.06M
|
211K
$15.4M
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
82.1K+ 1124.52% |
$5.89M - $6.05M
|
89.4K
$6.51M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
80.7K+ 65.52% |
$5.79M - $5.94M
|
204K
$14.8M
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
78.8K+ 13.94% |
$5.66M - $5.81M
|
644K
$46.9M
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
78.7K+ 26.0% |
$5.65M - $5.8M
|
382K
$27.8M
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
77.9K+ 12.92% |
$5.59M - $5.74M
|
681K
$49.5M
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
76.2K+ 35.16% |
$5.47M - $5.61M
|
293K
$21.3M
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
75.7K+ 5.12% |
$5.43M - $5.57M
|
1.55M
$113M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
75.5K+ 7.53% |
$5.42M - $5.56M
|
1.08M
$78.4M
|
|
May 07, 2024
Q1 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
73.7K+ 11.61% |
$5.29M - $5.43M
|
708K
$51.5M
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
73.4K+ 851.63% |
$5.27M - $5.41M
|
82K
$5.97M
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
72.6KNew |
$5.21M - $5.35M
|
72.6K
$5.28M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
72.2K+ 1187.46% |
$5.18M - $5.31M
|
78.2K
$5.69M
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
70K+ 94643.24% |
$5.03M - $5.16M
|
70.1K
$5.1M
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
67K+ 19.01% |
$4.81M - $4.93M
|
419K
$30.5M
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
66.5K+ 11.66% |
$4.77M - $4.89M
|
636K
$46.3M
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
63.9K+ 48.1% |
$4.58M - $4.71M
|
197K
$14.3M
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
63.5K+ 4.26% |
$4.55M - $4.67M
|
1.55M
$113M
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
62.7K+ 12.9% |
$4.5M - $4.62M
|
549K
$39.9M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
62.5K+ 70.56% |
$4.49M - $4.61M
|
151K
$11M
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
58.5K+ 19.62% |
$4.2M - $4.31M
|
357K
$26M
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
57.7K+ 480.3% |
$4.14M - $4.25M
|
69.7K
$5.07M
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
57.3K+ 7.2% |
$4.11M - $4.22M
|
852K
$62M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
56.8K+ 3.03% |
$4.08M - $4.19M
|
1.93M
$140M
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
56.3K+ 4.01% |
$4.04M - $4.15M
|
1.46M
$106M
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
56.1K+ 115.53% |
$4.03M - $4.13M
|
105K
$7.62M
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
56KNew |
$4.02M - $4.12M
|
56K
$4.07M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
55.3K+ 63.66% |
$3.97M - $4.07M
|
142K
$10.3M
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
54.9K+ 24.98% |
$3.94M - $4.04M
|
275K
$20M
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
53.6K+ 105.49% |
$3.85M - $3.95M
|
104K
$7.6M
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
53K+ 1076.65% |
$3.8M - $3.9M
|
57.9K
$4.21M
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
52.7K+ 4.5% |
$3.78M - $3.88M
|
1.22M
$89M
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
52.6K+ 9.04% |
$3.78M - $3.88M
|
635K
$46.2M
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
52.5K+ 19.31% |
$3.77M - $3.87M
|
324K
$23.6M
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
52.2KNew |
$3.74M - $3.84M
|
52.2K
$3.79M
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
52K+ 22.45% |
$3.73M - $3.83M
|
284K
$20.6M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
51.6KNew |
$3.7M - $3.8M
|
51.6K
$3.75M
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
51.6K+ 4.02% |
$3.7M - $3.8M
|
1.33M
$97M
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
50.8KNew |
$3.64M - $3.74M
|
50.8K
$3.69M
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
50.7K+ 99.53% |
$3.64M - $3.73M
|
102K
$7.39M
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
50.2K+ 162.6% |
$3.6M - $3.7M
|
81.1K
$5.9M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
49.3K+ 1143.65% |
$3.54M - $3.63M
|
53.6K
$3.9M
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
49.1K+ 8.98% |
$3.52M - $3.61M
|
595K
$43.3M
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
48.4K+ 42.21% |
$3.47M - $3.57M
|
163K
$11.9M
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
48.4K+ 37.12% |
$3.47M - $3.57M
|
179K
$13M
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
48.3K+ 45.68% |
$3.46M - $3.56M
|
154K
$11.2M
|