Purchases and Sales Made in Q1 2025 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 2025. 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 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.84K- 3.38% |
$273K - $283K
|
110K
$7.98M
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.86K- 10.74% |
$274K - $284K
|
32K
$2.33M
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.96K- 92.53% |
$282K - $292K
|
320
$23.3K
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-3.98K- 7.27% |
$283K - $293K
|
50.8K
$3.7M
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.01K- 18.77% |
$286K - $296K
|
17.4K
$1.26M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.02K- 87.3% |
$286K - $296K
|
584
$42.5K
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-4.09K- 34.24% |
$291K - $301K
|
7.86K
$572K
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-4.13K- 6.05% |
$294K - $304K
|
64.1K
$4.67M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.14K- 2.23% |
$294K - $305K
|
181K
$13.2M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.15K- 26.21% |
$295K - $305K
|
11.7K
$850K
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-4.31K- 12.09% |
$306K - $317K
|
31.3K
$2.28M
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-4.39K- 2.44% |
$313K - $324K
|
176K
$12.8M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.41K- 14.91% |
$314K - $325K
|
25.2K
$1.83M
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-4.44K- 9.59% |
$316K - $327K
|
41.8K
$3.04M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.53K- 0.36% |
$323K - $334K
|
1.24M
$90.5M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.56K- 28.71% |
$325K - $336K
|
11.3K
$824K
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4.57K- 5.06% |
$325K - $337K
|
85.8K
$6.24M
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-4.57K- 9.73% |
$326K - $337K
|
42.4K
$3.09M
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.69K- 8.34% |
$334K - $345K
|
51.5K
$3.75M
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.81K- 0.65% |
$342K - $354K
|
740K
$53.9M
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-4.82K- 7.97% |
$343K - $355K
|
55.7K
$4.05M
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-4.83K- 17.18% |
$344K - $356K
|
23.3K
$1.69M
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-4.9K- 9.97% |
$349K - $361K
|
44.2K
$3.22M
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-5.02K- 62.74% |
$357K - $370K
|
2.98K
$217K
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-5.11K- 1.45% |
$363K - $376K
|
348K
$25.3M
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-5.21K- 58.26% |
$371K - $384K
|
3.73K
$272K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-5.36K- 2.09% |
$381K - $394K
|
251K
$18.2M
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-5.38K- 47.31% |
$383K - $396K
|
5.99K
$436K
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-5.42K- 14.58% |
$385K - $399K
|
31.7K
$2.31M
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-5.45K- 14.64% |
$388K - $401K
|
31.7K
$2.31M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.47K- 15.64% |
$390K - $403K
|
29.5K
$2.15M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-5.7K- 39.38% |
$406K - $420K
|
8.77K
$638K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-5.73K- 11.99% |
$408K - $422K
|
42.1K
$3.06M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.77K- 16.95% |
$411K - $425K
|
28.3K
$2.06M
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-5.79K- 11.6% |
$412K - $427K
|
44.1K
$3.21M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.79K- 2.99% |
$412K - $427K
|
188K
$13.7M
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-5.88K- 31.38% |
$419K - $433K
|
12.9K
$936K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-5.95K- 10.48% |
$423K - $438K
|
50.8K
$3.7M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6K- 2.67% |
$427K - $442K
|
219K
$15.9M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.05K- 2.88% |
$430K - $445K
|
204K
$14.8M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.08K- 16.53% |
$433K - $448K
|
30.7K
$2.23M
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.27K- 35.2% |
$446K - $462K
|
11.6K
$840K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-6.3K- 7.64% |
$448K - $464K
|
76.2K
$5.54M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-6.35K- 11.44% |
$452K - $468K
|
49.2K
$3.58M
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6.45K- 8.24% |
$459K - $475K
|
71.8K
$5.23M
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6.48K- 42.48% |
$461K - $477K
|
8.78K
$639K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.81K- 50.0% |
$484K - $501K
|
6.81K
$495K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.87K- 32.29% |
$489K - $506K
|
14.4K
$1.05M
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.91K- 21.31% |
$492K - $509K
|
25.5K
$1.86M
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.03K- 68.01% |
$500K - $518K
|
3.31K
$241K
|