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 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
7.47KNew |
$536K - $550K
|
7.47K
$543K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
7.45K+ 7.85% |
$535K - $549K
|
102K
$7.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
7.38K+ 106.76% |
$529K - $543K
|
14.3K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.32K+ 11.41% |
$525K - $539K
|
71.5K
$5.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.2K+ 27.03% |
$517K - $530K
|
33.8K
$2.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
7.12K+ 3.46% |
$511K - $524K
|
213K
$15.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
7.06KNew |
$507K - $520K
|
7.06K
$514K
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
7.06K+ 8.47% |
$507K - $520K
|
90.4K
$6.58M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.04K+ 18.63% |
$505K - $518K
|
44.8K
$3.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.02K+ 23.77% |
$504K - $517K
|
36.6K
$2.66M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
7.02K+ 3.81% |
$504K - $517K
|
191K
$13.9M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7.01K+ 30.63% |
$503K - $517K
|
29.9K
$2.18M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6.97K+ 49.04% |
$500K - $514K
|
21.2K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.94K+ 6.95% |
$498K - $511K
|
107K
$7.76M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
6.92K+ 0.93% |
$497K - $510K
|
749K
$54.5M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6.92K+ 2.51% |
$496K - $509K
|
282K
$20.5M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.91K+ 0.64% |
$496K - $509K
|
1.09M
$79M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
6.87KNew |
$493K - $506K
|
6.87K
$500K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
6.63K+ 0.89% |
$476K - $489K
|
750K
$54.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.57KNew |
$471K - $484K
|
6.57K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.53K+ 12.51% |
$469K - $481K
|
58.7K
$4.27M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.52KNew |
$468K - $480K
|
6.52K
$474K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
6.48K+ 8.16% |
$465K - $477K
|
85.8K
$6.25M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
6.4K+ 8.18% |
$459K - $471K
|
84.6K
$6.16M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
6.36KNew |
$456K - $468K
|
6.36K
$463K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.25K+ 40.35% |
$448K - $460K
|
21.7K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
6.21K+ 3.52% |
$445K - $457K
|
182K
$13.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
6.16K+ 6.99% |
$442K - $454K
|
94.3K
$6.86M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
6.16K+ 106.43% |
$442K - $453K
|
11.9K
$869K
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
6.11K+ 61.29% |
$439K - $450K
|
16.1K
$1.17M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6.09KNew |
$437K - $449K
|
6.09K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.07K+ 28.85% |
$435K - $447K
|
27.1K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
6.06K+ 213.87% |
$435K - $446K
|
8.9K
$647K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
6.03KNew |
$433K - $444K
|
6.03K
$439K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.01K+ 0.77% |
$431K - $443K
|
788K
$57.3M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
5.98K+ 5.85% |
$429K - $441K
|
108K
$7.87M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5.98K+ 2.2% |
$429K - $440K
|
278K
$20.2M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
5.98K+ 4.87% |
$429K - $440K
|
129K
$9.36M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.94KNew |
$426K - $438K
|
5.94K
$432K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.94K+ 14.97% |
$426K - $437K
|
45.6K
$3.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.9K+ 9.37% |
$423K - $435K
|
68.9K
$5.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.87K+ 3.08% |
$421K - $432K
|
196K
$14.3M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.84KNew |
$419K - $430K
|
5.84K
$425K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.8KNew |
$416K - $427K
|
5.8K
$422K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.75K+ 55.86% |
$413K - $424K
|
16K
$1.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
5.74K+ 47.38% |
$412K - $423K
|
17.9K
$1.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.62K+ 8.0% |
$404K - $414K
|
75.9K
$5.52M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5.6K+ 193.64% |
$402K - $412K
|
8.49K
$618K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.57K+ 12.99% |
$399K - $410K
|
48.4K
$3.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.52K+ 1.77% |
$396K - $407K
|
317K
$23.1M
|