Purchases and Sales Made in Q3 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 Q3 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 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
331+ 2.36% |
$23K - $24.1K
|
14.4K
$1.03M
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
324+ 6.89% |
$22.6K - $23.6K
|
5.03K
$362K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
319+ 7.72% |
$22.2K - $23.3K
|
4.45K
$320K
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
315+ 1.28% |
$21.9K - $23K
|
24.9K
$1.79M
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
310+ 134.2% |
$21.6K - $22.6K
|
541
$38.9K
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
300+ 3.28% |
$20.9K - $21.9K
|
9.44K
$679K
|
|
Nov 13, 2023
Q3 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
300+ 0.7% |
$20.9K - $21.9K
|
43K
$3.09M
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
300+ 11.61% |
$20.9K - $21.9K
|
2.89K
$208K
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
300+ 1.81% |
$20.9K - $21.9K
|
16.9K
$1.21M
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
296+ 73.63% |
$20.6K - $21.6K
|
698
$50.2K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
295New |
$20.5K - $21.5K
|
295
$21.2K
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
287+ 2.28% |
$20K - $20.9K
|
12.9K
$925K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
279+ 6.76% |
$19.4K - $20.3K
|
4.41K
$317K
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
275+ 1.03% |
$19.1K - $20.1K
|
26.9K
$1.94M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
271+ 13.35% |
$18.9K - $19.8K
|
2.3K
$166K
|
|
Oct 18, 2023
Q3 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
259+ 5.46% |
$18K - $18.9K
|
5K
$360K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
253+ 0.5% |
$17.6K - $18.4K
|
50.9K
$3.66M
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
251+ 7.01% |
$17.5K - $18.3K
|
3.83K
$276K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
250+ 3.35% |
$17.4K - $18.2K
|
7.71K
$554K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
239+ 34.59% |
$16.6K - $17.4K
|
930
$66.9K
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
235+ 4.17% |
$16.4K - $17.1K
|
5.87K
$422K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
231New |
$16.1K - $16.8K
|
231
$16.6K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
230+ 0.51% |
$16K - $16.8K
|
45.5K
$3.27M
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
216+ 0.7% |
$15K - $15.7K
|
31K
$2.23M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
213+ 185.22% |
$14.8K - $15.5K
|
328
$23.6K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
210New |
$14.6K - $15.3K
|
210
$15.1K
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
207+ 6.9% |
$14.4K - $15.1K
|
3.21K
$231K
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
206New |
$14.3K - $15K
|
206
$14.8K
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
204+ 5.24% |
$14.2K - $14.9K
|
4.1K
$295K
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
193+ 1.8% |
$13.4K - $14.1K
|
10.9K
$783K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
192+ 12.32% |
$13.4K - $14K
|
1.75K
$126K
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
191+ 4.41% |
$13.3K - $13.9K
|
4.52K
$326K
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
BUY
|
- |
190+ 1.49% |
$13.2K - $13.9K
|
13K
$932K
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
189+ 2.65% |
$13.2K - $13.8K
|
7.31K
$526K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
187+ 1.72% |
$13K - $13.6K
|
11K
$795K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
187+ 3.53% |
$13K - $13.6K
|
5.48K
$394K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
187+ 0.67% |
$13K - $13.6K
|
28.1K
$2.02M
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
185+ 0.8% |
$12.9K - $13.5K
|
23.2K
$1.67M
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
182+ 0.57% |
$12.7K - $13.3K
|
32K
$2.3M
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
176+ 2.36% |
$12.3K - $12.8K
|
7.65K
$550K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
176New |
$12.3K - $12.8K
|
176
$12.7K
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
175+ 6.53% |
$12.2K - $12.8K
|
2.86K
$205K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
174+ 0.72% |
$12.1K - $12.7K
|
24.5K
$1.76M
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
165New |
$11.5K - $12K
|
165
$11.9K
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
156+ 0.88% |
$10.9K - $11.4K
|
17.8K
$1.28M
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
146+ 0.5% |
$10.2K - $10.6K
|
29.1K
$2.1M
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
144+ 3.89% |
$10K - $10.5K
|
3.85K
$277K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
144+ 1107.69% |
$10K - $10.5K
|
157
$11.3K
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
144+ 1.67% |
$10K - $10.5K
|
8.74K
$629K
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
143+ 23.83% |
$9.96K - $10.4K
|
743
$53.5K
|