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
|
Raymond James Trust N.A.
|
BUY
|
- |
4.81K+ 17.66% |
$335K - $351K
|
32K
$2.3M
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
4.74K+ 60.24% |
$330K - $346K
|
12.6K
$907K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.59K+ 1.95% |
$320K - $335K
|
240K
$17.3M
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4.49KNew |
$313K - $327K
|
4.49K
$323K
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.47K+ 5.52% |
$311K - $326K
|
85.4K
$6.14M
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.46K+ 64.14% |
$310K - $325K
|
11.4K
$821K
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
4.43K+ 1.5% |
$308K - $323K
|
300K
$21.6M
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.38K+ 115.34% |
$305K - $319K
|
8.17K
$588K
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.37K+ 3.19% |
$304K - $319K
|
142K
$10.2M
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
4.37K+ 0.8% |
$304K - $318K
|
547K
$39.4M
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.29K+ 100.59% |
$299K - $313K
|
8.56K
$616K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.26K+ 18.18% |
$297K - $311K
|
27.7K
$1.99M
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.23KNew |
$295K - $309K
|
4.23K
$305K
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
4.19KNew |
$292K - $306K
|
4.19K
$302K
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
4.17KNew |
$290K - $304K
|
4.17K
$300K
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.17K+ 28.99% |
$290K - $304K
|
18.5K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
4.11K+ 2.78% |
$286K - $299K
|
152K
$10.9M
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.1K+ 7.79% |
$285K - $299K
|
56.7K
$4.08M
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.04K+ 28.32% |
$281K - $294K
|
18.3K
$1.32M
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
4.03K+ 4.4% |
$280K - $294K
|
95.7K
$6.88M
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.91KNew |
$272K - $285K
|
3.91K
$281K
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.89K+ 4.58% |
$271K - $284K
|
88.8K
$6.39M
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.86K+ 38.74% |
$269K - $281K
|
13.8K
$995K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.84KNew |
$268K - $280K
|
3.84K
$276K
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.83KNew |
$267K - $279K
|
3.83K
$276K
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.81KNew |
$265K - $278K
|
3.81K
$274K
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.8K+ 40.03% |
$265K - $277K
|
13.3K
$957K
|
|
Nov 13, 2023
Q3 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
3.77K+ 25.43% |
$263K - $275K
|
18.6K
$1.34M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.72K+ 5.71% |
$259K - $272K
|
68.9K
$4.96M
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
3.72KNew |
$259K - $271K
|
3.72K
$268K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.7K+ 43.39% |
$258K - $270K
|
12.2K
$881K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.7K+ 42.66% |
$257K - $270K
|
12.4K
$890K
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.67KNew |
$256K - $268K
|
3.67K
$264K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
3.66K+ 6.9% |
$255K - $267K
|
56.7K
$4.08M
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
3.66K+ 9.95% |
$255K - $267K
|
40.4K
$2.91M
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
3.62KNew |
$252K - $264K
|
3.62K
$260K
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
BUY
|
- |
3.57K+ 8.4% |
$249K - $260K
|
46.1K
$3.31M
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.56K+ 4.48% |
$248K - $259K
|
82.8K
$5.96M
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
3.55KNew |
$247K - $259K
|
3.55K
$255K
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.53KNew |
$246K - $257K
|
3.53K
$254K
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
3.53K+ 18.37% |
$245K - $257K
|
22.7K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.48K+ 6.27% |
$242K - $254K
|
58.9K
$4.24M
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.48K+ 6.98% |
$242K - $254K
|
53.3K
$3.84M
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.43KNew |
$239K - $250K
|
3.43K
$247K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.41K+ 7.08% |
$237K - $249K
|
51.6K
$3.71M
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.39KNew |
$236K - $247K
|
3.39K
$244K
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
BUY
|
- |
3.39KNew |
$236K - $247K
|
3.39K
$244K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.36KNew |
$234K - $245K
|
3.36K
$242K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.35K+ 155.14% |
$233K - $244K
|
5.51K
$396K
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3.32K+ 43.34% |
$231K - $242K
|
11K
$789K
|