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 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
18+ 0.5% |
$1.25K - $1.31K
|
3.59K
$259K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
17+ 1.03% |
$1.18K - $1.24K
|
1.67K
$121K
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
17+ 0.05% |
$1.18K - $1.24K
|
37.7K
$2.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
13+ 0.07% |
$905 - $948
|
18.6K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 0.48% |
$905 - $948
|
2.71K
$196K
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11+ 0.14% |
$766 - $802
|
7.64K
$552K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10+ 0.19% |
$696 - $729
|
5.19K
$375K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.68% |
$627 - $656
|
1.34K
$97.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.22% |
$627 - $656
|
4.11K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
9+ 0.25% |
$627 - $656
|
3.65K
$264K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
8+ 1.27% |
$557 - $583
|
640
$46.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
8New |
$557 - $583
|
8
$579
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
6+ 0.18% |
$418 - $437
|
3.26K
$236K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
6+ 0.12% |
$418 - $437
|
5.11K
$369K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.03% |
$348 - $365
|
14.6K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
5+ 0.06% |
$348 - $365
|
8.24K
$596K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.14% |
$209 - $219
|
2.11K
$153K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$139 - $146
|
2
$145
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.08% |
$139 - $146
|
2.58K
$187K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.02% |
$139 - $146
|
8.68K
$628K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 1.38% |
$139 - $146
|
147
$10.6K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.7% |
$69.6 - $72.9
|
144
$10.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1+ 0.02% |
$69.6 - $72.9
|
4.73K
$342K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$69.6 - $72.9
|
701
$50.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.02% |
$69.6 - $72.9
|
4.34K
$314K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.95% |
$69.6 - $72.9
|
106
$7.67K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.03% |
$69.6 - $72.9
|
3.1K
$224K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-1- 0.01% |
$69.6 - $72.9
|
18.4K
$1.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-3- 0.08% |
$209 - $219
|
3.75K
$271K
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-6- 0.15% |
$418 - $437
|
3.99K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-12- 0.24% |
$836 - $875
|
5.09K
$368K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-13Closed |
$905 - $948
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-13- 0.36% |
$905 - $948
|
3.63K
$263K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 0.36% |
$1.04K - $1.09K
|
4.18K
$302K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-20- 0.4% |
$1.39K - $1.46K
|
5.02K
$363K
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-20- 0.37% |
$1.39K - $1.46K
|
5.33K
$385K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-22- 0.85% |
$1.53K - $1.6K
|
2.58K
$187K
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-23- 0.58% |
$1.6K - $1.68K
|
3.93K
$284K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-25- 86.21% |
$1.74K - $1.82K
|
4
$289
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-28- 0.89% |
$1.95K - $2.04K
|
3.13K
$226K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-28Closed |
$1.95K - $2.04K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-40- 0.48% |
$2.79K - $2.92K
|
8.31K
$601K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-42- 0.29% |
$2.92K - $3.06K
|
14.5K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-45- 0.17% |
$3.13K - $3.28K
|
26K
$1.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-47- 0.71% |
$3.27K - $3.43K
|
6.61K
$478K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-48- 0.03% |
$3.34K - $3.5K
|
141K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-49- 1.17% |
$3.41K - $3.57K
|
4.13K
$299K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-50- 11.44% |
$3.48K - $3.65K
|
387
$28K
|