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 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
7.77K+ 5.19% |
$541K - $567K
|
158K
$11.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.68K+ 26.11% |
$535K - $560K
|
37.1K
$2.67M
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
7.62K+ 2.69% |
$531K - $556K
|
291K
$20.9M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.57K+ 12.38% |
$527K - $552K
|
68.7K
$4.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
7.54KNew |
$525K - $550K
|
7.54K
$543K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
7.49K+ 4.12% |
$521K - $546K
|
189K
$13.6M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.35K+ 19.91% |
$512K - $536K
|
44.3K
$3.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.34K+ 42.15% |
$511K - $535K
|
24.7K
$1.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
7.33K+ 4.21% |
$510K - $534K
|
182K
$13.1M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7.24K+ 16.54% |
$504K - $528K
|
51K
$3.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
7.16K+ 4.55% |
$499K - $522K
|
165K
$11.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.99KNew |
$486K - $509K
|
6.99K
$503K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
6.97K+ 5.78% |
$485K - $508K
|
128K
$9.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
6.97K+ 32.37% |
$485K - $508K
|
28.5K
$2.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
6.91K+ 14.71% |
$481K - $504K
|
53.9K
$3.88M
|
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
BUY
|
- |
6.84K+ 3.45% |
$476K - $498K
|
205K
$14.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
6.54K+ 12.35% |
$455K - $477K
|
59.4K
$4.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.53KNew |
$455K - $476K
|
6.53K
$470K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.5K+ 2.92% |
$453K - $474K
|
229K
$16.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
6.49K+ 2.2% |
$452K - $473K
|
301K
$21.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
6.46K+ 28.62% |
$450K - $471K
|
29K
$2.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.46K+ 7.95% |
$450K - $471K
|
87.7K
$6.31M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6.45K+ 4.24% |
$449K - $470K
|
159K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.43K+ 106.69% |
$448K - $469K
|
12.5K
$896K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.39K+ 2.69% |
$445K - $466K
|
244K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
6.29KNew |
$438K - $459K
|
6.29K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
6.21K+ 12.28% |
$433K - $453K
|
56.8K
$4.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.19K+ 19.86% |
$431K - $451K
|
37.3K
$2.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
6.13K+ 23.34% |
$427K - $447K
|
32.4K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.05K+ 52.28% |
$421K - $441K
|
17.6K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
6.03KNew |
$420K - $439K
|
6.03K
$434K
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.99KNew |
$417K - $437K
|
5.99K
$431K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.94K+ 19.52% |
$414K - $433K
|
36.4K
$2.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.71K+ 2.17% |
$397K - $416K
|
268K
$19.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
5.69KNew |
$396K - $415K
|
5.69K
$409K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.65KNew |
$394K - $412K
|
5.65K
$407K
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.56K+ 32.58% |
$387K - $406K
|
22.6K
$1.63M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.43K+ 1.82% |
$378K - $396K
|
304K
$21.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.35K+ 32.01% |
$372K - $390K
|
22.1K
$1.59M
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.34K+ 7.66% |
$372K - $389K
|
75K
$5.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.3K+ 56.67% |
$369K - $386K
|
14.6K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.28K+ 16.41% |
$368K - $385K
|
37.5K
$2.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
5.21K+ 2.55% |
$363K - $380K
|
210K
$15.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.13K+ 27.63% |
$357K - $374K
|
23.7K
$1.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.12K+ 10.88% |
$356K - $373K
|
52.2K
$3.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.08KNew |
$354K - $371K
|
5.08K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
5.08KNew |
$354K - $371K
|
5.08K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5K+ 0.62% |
$348K - $365K
|
805K
$57.9M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5K+ 0.62% |
$348K - $365K
|
805K
$57.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.83K+ 41.43% |
$336K - $352K
|
16.5K
$1.19M
|