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 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-8.61K- 7.13% |
$600K - $628K
|
112K
$8.07M
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-8.64K- 14.99% |
$601K - $630K
|
49K
$3.52M
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-8.7K- 3.99% |
$606K - $634K
|
209K
$15M
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-9.15K- 9.68% |
$637K - $667K
|
85.3K
$6.14M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.51K- 6.16% |
$662K - $693K
|
145K
$10.4M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-9.59K- 2.05% |
$668K - $699K
|
459K
$33M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-9.89K- 9.75% |
$689K - $721K
|
91.6K
$6.59M
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-10K- 58.65% |
$697K - $730K
|
7.06K
$508K
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 36.04% |
$713K - $747K
|
18.2K
$1.31M
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-10.5K- 34.01% |
$728K - $762K
|
20.3K
$1.46M
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-10.7K- 4.55% |
$744K - $779K
|
224K
$16.1M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.7K- 13.56% |
$744K - $779K
|
68.1K
$4.9M
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.7K- 22.96% |
$744K - $779K
|
35.9K
$2.58M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-10.7K- 13.56% |
$744K - $779K
|
68.1K
$4.9M
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-10.8K- 79.22% |
$754K - $790K
|
2.84K
$204K
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-10.9K- 53.04% |
$758K - $794K
|
9.64K
$694K
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-10.9K- 5.35% |
$759K - $795K
|
193K
$13.9M
|
|
Nov 09, 2023
Q3 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-11K- 17.93% |
$767K - $803K
|
50.4K
$3.63M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-11.2K- 9.36% |
$781K - $818K
|
109K
$7.82M
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-11.7K- 48.47% |
$813K - $852K
|
12.4K
$894K
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.3K- 5.24% |
$860K - $900K
|
223K
$16.1M
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-12.5K- 56.6% |
$871K - $912K
|
9.6K
$690K
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-12.5K- 8.4% |
$873K - $914K
|
137K
$9.83M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12.7K- 98.38% |
$881K - $923K
|
208
$15K
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-13.2K- 27.8% |
$918K - $961K
|
34.2K
$2.46M
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-13.7K- 24.56% |
$957K - $1M
|
42.2K
$3.04M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-13.8K- 1.25% |
$963K - $1.01M
|
1.09M
$78.6M
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
SELL
|
- |
-14K- 4.2% |
$976K - $1.02M
|
320K
$23M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-14.6K- 16.23% |
$1.02M - $1.07M
|
75.4K
$5.43M
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-14.9K- 6.1% |
$1.04M - $1.08M
|
229K
$16.5M
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-14.9KClosed |
$1.04M - $1.09M
|
0
$0
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-14.9K- 0.85% |
$1.04M - $1.09M
|
1.74M
$125M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-15.3K- 33.65% |
$1.07M - $1.12M
|
30.2K
$2.17M
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-15.7K- 18.73% |
$1.09M - $1.15M
|
68.2K
$4.91M
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-16.6K- 2.35% |
$1.15M - $1.21M
|
687K
$49.4M
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-17.2K- 85.45% |
$1.2M - $1.25M
|
2.93K
$211K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-17.8K- 21.18% |
$1.24M - $1.3M
|
66.3K
$4.77M
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-18.9K- 2.25% |
$1.31M - $1.38M
|
820K
$59M
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-19.3K- 33.42% |
$1.34M - $1.41M
|
38.4K
$2.77M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-19.7K- 42.85% |
$1.37M - $1.44M
|
26.3K
$1.89M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-20.1K- 10.34% |
$1.4M - $1.46M
|
174K
$12.5M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-21K- 25.81% |
$1.46M - $1.53M
|
60.5K
$4.35M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-22.2K- 83.9% |
$1.54M - $1.62M
|
4.26K
$306K
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-22.2KClosed |
$1.55M - $1.62M
|
0
$0
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-22.3K- 13.41% |
$1.55M - $1.63M
|
144K
$10.4M
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-22.5K- 11.12% |
$1.57M - $1.64M
|
180K
$12.9M
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-23K- 23.37% |
$1.6M - $1.67M
|
75.3K
$5.42M
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-23.3K- 14.47% |
$1.62M - $1.7M
|
138K
$9.9M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-24.7K- 14.09% |
$1.72M - $1.8M
|
151K
$10.8M
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-25.7K- 49.54% |
$1.79M - $1.87M
|
26.2K
$1.88M
|