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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-964K- 29.66% |
$68.6M - $71M
|
2.29M
$171M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-992K- 55.34% |
$70.6M - $73M
|
800K
$59.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-1.02M- 99.94% |
$72.3M - $74.9M
|
576
$43.1K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.37M- 40.36% |
$97.5M - $101M
|
2.02M
$151M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.66M- 11.21% |
$118M - $122M
|
13.1M
$982M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.65M- 86.15% |
$189M - $195M
|
427K
$31.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.96M- 17.75% |
$282M - $292M
|
18.4M
$1.37B
|
|
|
May 15, 2025
Q1 2025
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
SELL
|
- |
-4.09M- 34.34% |
$291M - $301M
|
7.81M
$585M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-6.07M- 96.89% |
$432M - $447M
|
195K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-45.1M- 98.36% |
$3.21B - $3.32B
|
751K
$56.2M
|