Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.05K+ 16.02% |
$75.8K - $78.1K
|
7.6K
$548K
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.04K+ 3.7% |
$74.8K - $77.1K
|
29K
$2.09M
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.04K+ 13.58% |
$74.8K - $77.1K
|
8.67K
$626K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.03K+ 10.61% |
$74.7K - $77K
|
10.8K
$778K
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1K+ 2.05% |
$72.2K - $74.5K
|
49.9K
$3.6M
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1K+ 100.0% |
$72.2K - $74.5K
|
2K
$144K
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
986+ 0.6% |
$71.2K - $73.4K
|
164K
$11.8M
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
971+ 8.38% |
$70.1K - $72.3K
|
12.6K
$907K
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
945+ 3.23% |
$68.3K - $70.4K
|
30.2K
$2.18M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
926New |
$66.9K - $68.9K
|
926
$66.8K
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
920+ 0.43% |
$66.5K - $68.5K
|
215K
$15.5M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
907+ 5.01% |
$65.5K - $67.5K
|
19K
$1.37M
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
BUY
|
- |
906+ 0.96% |
$65.4K - $67.5K
|
95.1K
$6.87M
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
879+ 1.28% |
$63.5K - $65.5K
|
69.3K
$5M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
876+ 25.06% |
$63.3K - $65.2K
|
4.37K
$316K
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
866+ 16.8% |
$62.6K - $64.5K
|
6.02K
$435K
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
864+ 29.49% |
$62.4K - $64.3K
|
3.79K
$274K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
848New |
$61.3K - $63.1K
|
848
$61.2K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
821+ 1.4% |
$59.3K - $61.1K
|
59.6K
$4.3M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
818New |
$59.1K - $60.9K
|
818
$59.1K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
816+ 5.96% |
$58.9K - $60.8K
|
14.5K
$1.05M
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
813+ 6.0% |
$58.7K - $60.5K
|
14.4K
$1.04M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
810+ 28.06% |
$58.5K - $60.3K
|
3.7K
$267K
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
785+ 5.96% |
$56.7K - $58.5K
|
14K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
770+ 7.41% |
$55.6K - $57.3K
|
11.2K
$805K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
737+ 19.94% |
$53.2K - $54.9K
|
4.43K
$320K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
711+ 14.51% |
$51.4K - $52.9K
|
5.61K
$405K
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
700+ 47.3% |
$50.6K - $52.1K
|
2.18K
$157K
|
|
Jul 25, 2023
Q2 2023
|
Gpwm LLC
|
BUY
|
- |
696+ 0.35% |
$50.3K - $51.8K
|
198K
$14.3M
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
663+ 0.83% |
$47.9K - $49.4K
|
80.3K
$5.8M
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
646+ 2.94% |
$46.7K - $48.1K
|
22.6K
$1.63M
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
635+ 4.69% |
$45.9K - $47.3K
|
14.2K
$1.02M
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
630+ 7.51% |
$45.5K - $46.9K
|
9.02K
$651K
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
622+ 1.95% |
$44.9K - $46.3K
|
32.5K
$2.35M
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
615+ 33.66% |
$44.4K - $45.8K
|
2.44K
$176K
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
597+ 10.09% |
$43.1K - $44.5K
|
6.51K
$470K
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
585+ 15.8% |
$42.3K - $43.6K
|
4.29K
$309K
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
583+ 2.58% |
$42.1K - $43.4K
|
23.1K
$1.67M
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
580+ 1.94% |
$41.9K - $43.2K
|
30.5K
$2.2M
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
578+ 11.78% |
$41.7K - $43K
|
5.49K
$396K
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
575+ 3.74% |
$41.5K - $42.8K
|
15.9K
$1.15M
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
550+ 3.05% |
$39.7K - $41K
|
18.6K
$1.34M
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
541+ 5.39% |
$39.1K - $40.3K
|
10.6K
$763K
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
540New |
$39K - $40.2K
|
540
$39K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
509+ 19.06% |
$36.8K - $37.9K
|
3.18K
$230K
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
494+ 1.16% |
$35.7K - $36.8K
|
43.2K
$3.12M
|
|
Aug 08, 2023
Q2 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
494+ 0.81% |
$35.7K - $36.8K
|
61.4K
$4.43M
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
485+ 11.65% |
$35K - $36.1K
|
4.65K
$335K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
467+ 1.51% |
$33.7K - $34.8K
|
31.3K
$2.26M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
463New |
$33.4K - $34.5K
|
463
$33.4K
|