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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-104- 1.74% |
$7.51K - $7.74K
|
5.86K
$426K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-106- 1.12% |
$7.66K - $7.89K
|
9.34K
$680K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-106- 0.43% |
$7.66K - $7.89K
|
24.5K
$1.79M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-107- 2.25% |
$7.73K - $7.97K
|
4.66K
$339K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-123- 1.55% |
$8.88K - $9.16K
|
7.82K
$569K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-123- 16.64% |
$8.88K - $9.16K
|
616
$44.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-125- 2.2% |
$9.03K - $9.31K
|
5.56K
$404K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-127- 1.88% |
$9.17K - $9.46K
|
6.62K
$481K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-130- 44.67% |
$9.39K - $9.68K
|
161
$11.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-130- 2.19% |
$9.39K - $9.68K
|
5.81K
$423K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-133- 0.43% |
$9.61K - $9.9K
|
30.6K
$2.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-135- 1.11% |
$9.75K - $10.1K
|
12K
$876K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-136- 0.61% |
$9.82K - $10.1K
|
22.1K
$1.61M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-137- 5.47% |
$9.9K - $10.2K
|
2.37K
$172K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-143- 1.47% |
$10.3K - $10.6K
|
9.56K
$695K
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-145- 3.52% |
$10.5K - $10.8K
|
3.98K
$290K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-145- 0.97% |
$10.5K - $10.8K
|
14.9K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-162- 0.76% |
$11.7K - $12.1K
|
21.2K
$1.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-164- 0.36% |
$11.8K - $12.2K
|
44.9K
$3.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-165- 60.89% |
$11.9K - $12.3K
|
106
$7.71K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-166- 3.74% |
$12K - $12.4K
|
4.27K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-167- 89.3% |
$12.1K - $12.4K
|
20
$1.46K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-178- 34.5% |
$12.9K - $13.3K
|
338
$24.6K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-179- 0.76% |
$12.9K - $13.3K
|
23.4K
$1.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-185- 2.52% |
$13.4K - $13.8K
|
7.16K
$521K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-187- 0.06% |
$13.5K - $13.9K
|
296K
$21.6M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-187- 0.06% |
$13.5K - $13.9K
|
296K
$21.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-189- 1.64% |
$13.7K - $14.1K
|
11.3K
$824K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-204- 73.65% |
$14.7K - $15.2K
|
73
$5.31K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-217- 40.94% |
$15.7K - $16.2K
|
313
$22.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-222- 29.25% |
$16K - $16.5K
|
537
$39.1K
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-223- 1.63% |
$16.1K - $16.6K
|
13.5K
$980K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-223- 5.73% |
$16.1K - $16.6K
|
3.67K
$267K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-225- 15.92% |
$16.3K - $16.8K
|
1.19K
$86.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-229- 2.71% |
$16.5K - $17.1K
|
8.21K
$598K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-230- 2.14% |
$16.6K - $17.1K
|
10.5K
$764K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-235- 0.44% |
$17K - $17.5K
|
52.9K
$3.85M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-236- 6.25% |
$17K - $17.6K
|
3.54K
$258K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-239- 2.45% |
$17.3K - $17.8K
|
9.53K
$693K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-244- 0.89% |
$17.6K - $18.2K
|
27.3K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-248- 1.64% |
$17.9K - $18.5K
|
14.8K
$1.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-257- 5.24% |
$18.6K - $19.1K
|
4.64K
$338K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-259- 5.87% |
$18.7K - $19.3K
|
4.15K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-267- 2.88% |
$19.3K - $19.9K
|
9K
$654K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-267- 5.37% |
$19.3K - $19.9K
|
4.71K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-271- 6.94% |
$19.6K - $20.2K
|
3.64K
$265K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-275- 5.2% |
$19.9K - $20.5K
|
5.01K
$365K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-281- 0.31% |
$20.3K - $20.9K
|
91.5K
$6.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-291- 9.26% |
$21K - $21.7K
|
2.85K
$207K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-303- 5.26% |
$21.9K - $22.6K
|
5.45K
$397K
|