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 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
30.2K+ 14.03% |
$2.15M - $2.22M
|
245K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29.8K+ 807.79% |
$2.12M - $2.19M
|
33.5K
$2.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
29.6K+ 5.03% |
$2.1M - $2.18M
|
617K
$44.9M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
29.3K+ 12.7% |
$2.09M - $2.16M
|
260K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
29.3K+ 6.06% |
$2.08M - $2.16M
|
512K
$37.3M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
29.2K+ 46.91% |
$2.08M - $2.15M
|
91.3K
$6.65M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
28.9K+ 5.31% |
$2.06M - $2.13M
|
573K
$41.7M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
28.9K+ 1.72% |
$2.05M - $2.13M
|
1.71M
$124M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
28.6K+ 12.09% |
$2.03M - $2.11M
|
265K
$19.3M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
28.5K+ 35.7% |
$2.03M - $2.1M
|
108K
$7.89M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
28.2K+ 8.65% |
$2.01M - $2.08M
|
354K
$25.8M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.5K+ 1.78% |
$1.96M - $2.03M
|
1.57M
$114M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
27.3K+ 8.36% |
$1.94M - $2.01M
|
353K
$25.7M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
27.2K+ 1.64% |
$1.94M - $2.01M
|
1.69M
$123M
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
27K+ 6.38% |
$1.92M - $1.99M
|
451K
$32.8M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
26.7K+ 16.8% |
$1.9M - $1.97M
|
186K
$13.5M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
26.7K+ 28.36% |
$1.9M - $1.96M
|
121K
$8.78M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
26.6K+ 8.98% |
$1.9M - $1.96M
|
323K
$23.5M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
26.6K+ 8.36% |
$1.89M - $1.96M
|
345K
$25.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.4K+ 11.96% |
$1.88M - $1.94M
|
247K
$18M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
26.2K+ 7.77% |
$1.86M - $1.93M
|
363K
$26.4M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
26.1K+ 20.47% |
$1.86M - $1.92M
|
154K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
25.9K+ 6.09% |
$1.84M - $1.91M
|
451K
$32.8M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
25.7KNew |
$1.83M - $1.89M
|
25.7K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
25.2K+ 3.31% |
$1.79M - $1.85M
|
785K
$57.1M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
25.1K+ 41.2% |
$1.79M - $1.85M
|
86.2K
$6.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
25.1KNew |
$1.79M - $1.85M
|
25.1K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
25.1K+ 10.14% |
$1.79M - $1.85M
|
273K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25K+ 12.93% |
$1.78M - $1.84M
|
218K
$15.9M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24.7K+ 2.2% |
$1.76M - $1.82M
|
1.15M
$83.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
24.6K+ 9.84% |
$1.75M - $1.81M
|
274K
$20M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
24.6K+ 8.78% |
$1.75M - $1.81M
|
304K
$22.1M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
24.2K+ 16.52% |
$1.72M - $1.78M
|
170K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24K+ 10.82% |
$1.71M - $1.77M
|
246K
$17.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
23.8K+ 2.99% |
$1.69M - $1.75M
|
819K
$59.6M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
23.6K+ 218.52% |
$1.68M - $1.74M
|
34.4K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
23.4K+ 32533.33% |
$1.67M - $1.73M
|
23.5K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.4K+ 60.96% |
$1.66M - $1.72M
|
61.7K
$4.49M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
23.3K+ 6.09% |
$1.66M - $1.72M
|
407K
$29.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
23.3K+ 459.96% |
$1.66M - $1.72M
|
28.4K
$2.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
22.9K+ 3.2% |
$1.63M - $1.69M
|
739K
$53.7M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
22.8K+ 6.23% |
$1.62M - $1.68M
|
389K
$28.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
22.6K+ 288.35% |
$1.61M - $1.67M
|
30.5K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.5K+ 3.97% |
$1.6M - $1.66M
|
589K
$42.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
22.1K+ 4.6% |
$1.57M - $1.63M
|
502K
$36.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
21.9K+ 8.16% |
$1.56M - $1.61M
|
291K
$21.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21.7K+ 6.08% |
$1.54M - $1.6M
|
378K
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
21.6KNew |
$1.54M - $1.59M
|
21.6K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
21.1K+ 17.5% |
$1.5M - $1.55M
|
141K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
21.1K+ 1.39% |
$1.5M - $1.55M
|
1.54M
$112M
|