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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
143+ 4.9% |
$9.96K - $10.4K
|
3.06K
$220K
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
142+ 2.02% |
$9.89K - $10.4K
|
7.18K
$517K
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
138+ 2.05% |
$9.61K - $10.1K
|
6.87K
$494K
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
134+ 0.51% |
$9.33K - $9.77K
|
26.6K
$1.91M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
132+ 3.79% |
$9.19K - $9.62K
|
3.62K
$260K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
130+ 0.53% |
$9.05K - $9.48K
|
24.6K
$1.77M
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
129+ 0.79% |
$8.98K - $9.41K
|
16.5K
$1.19M
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
125+ 1.78% |
$8.7K - $9.11K
|
7.13K
$513K
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
123+ 1.07% |
$8.56K - $8.97K
|
11.6K
$834K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
115+ 338.24% |
$8.01K - $8.38K
|
149
$10.7K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
114+ 3.63% |
$7.94K - $8.31K
|
3.26K
$234K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
112+ 0.56% |
$7.8K - $8.17K
|
20K
$1.44M
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
111New |
$7.73K - $8.09K
|
111
$7.99K
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
101+ 0.46% |
$7.03K - $7.36K
|
22.2K
$1.6M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
96New |
$6.68K - $7K
|
96
$6.91K
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
94+ 1.04% |
$6.55K - $6.85K
|
9.12K
$656K
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
91+ 2.78% |
$6.34K - $6.63K
|
3.36K
$242K
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
90+ 2.57% |
$6.27K - $6.56K
|
3.6K
$259K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
78+ 3.54% |
$5.43K - $5.69K
|
2.28K
$164K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
75New |
$5.22K - $5.47K
|
75
$5.4K
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
71+ 0.75% |
$4.94K - $5.18K
|
9.55K
$687K
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
68+ 0.85% |
$4.73K - $4.96K
|
8.07K
$580K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
68+ 2.24% |
$4.73K - $4.96K
|
3.1K
$223K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
66+ 15.03% |
$4.6K - $4.81K
|
505
$36.3K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
66+ 0.66% |
$4.6K - $4.81K
|
10K
$723K
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
BUY
|
- |
54+ 1.82% |
$3.76K - $3.94K
|
3.01K
$217K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
52+ 0.66% |
$3.62K - $3.79K
|
7.88K
$567K
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
52+ 0.77% |
$3.62K - $3.79K
|
6.79K
$489K
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
50+ 0.79% |
$3.48K - $3.65K
|
6.41K
$461K
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
49+ 0.51% |
$3.41K - $3.57K
|
9.69K
$697K
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
48+ 7.79% |
$3.34K - $3.5K
|
664
$47.8K
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
47+ 0.64% |
$3.27K - $3.43K
|
7.41K
$533K
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
47+ 1.42% |
$3.27K - $3.43K
|
3.35K
$241K
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
40+ 0.17% |
$2.79K - $2.92K
|
23.6K
$1.7M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
37+ 0.86% |
$2.58K - $2.7K
|
4.32K
$311K
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
BUY
|
- |
36+ 0.72% |
$2.51K - $2.62K
|
5.04K
$363K
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
34+ 0.39% |
$2.37K - $2.48K
|
8.82K
$635K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
34New |
$2.37K - $2.48K
|
34
$2.45K
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
33+ 0.12% |
$2.3K - $2.41K
|
27.4K
$1.97M
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
31New |
$2.16K - $2.26K
|
31
$2.23K
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
30+ 0.41% |
$2.09K - $2.19K
|
7.27K
$523K
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
29+ 0.19% |
$2.02K - $2.11K
|
15.3K
$1.1M
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
29+ 63.04% |
$2.02K - $2.11K
|
75
$5.4K
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
27+ 0.23% |
$1.88K - $1.97K
|
12K
$863K
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
27+ 0.52% |
$1.88K - $1.97K
|
5.18K
$373K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
24+ 0.23% |
$1.67K - $1.75K
|
10.5K
$756K
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
24+ 0.83% |
$1.67K - $1.75K
|
2.9K
$209K
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.73% |
$1.6K - $1.68K
|
3.18K
$229K
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
21+ 0.06% |
$1.46K - $1.53K
|
37K
$2.66M
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
19+ 0.36% |
$1.32K - $1.39K
|
5.25K
$378K
|