Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-44.4K- 57.04% |
$3.08M - $3.28M
|
33.5K
$2.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-44.7K- 52.53% |
$3.1M - $3.3M
|
40.4K
$2.94M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-49.4K- 5.08% |
$3.43M - $3.65M
|
922K
$67.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-51.9K- 70.01% |
$3.6M - $3.83M
|
22.2K
$1.62M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-52.2K- 25.8% |
$3.62M - $3.85M
|
150K
$10.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-52.6K- 64.73% |
$3.65M - $3.88M
|
28.7K
$2.08M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-52.6K- 12.65% |
$3.65M - $3.89M
|
363K
$26.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-52.7K- 14.19% |
$3.66M - $3.89M
|
319K
$23.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-54.8K- 10.45% |
$3.8M - $4.05M
|
470K
$34.2M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-55.1K- 66.13% |
$3.82M - $4.07M
|
28.2K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-59.1K- 3.9% |
$4.1M - $4.37M
|
1.46M
$106M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-61.2K- 13.69% |
$4.25M - $4.52M
|
386K
$28.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-63.9K- 68.28% |
$4.43M - $4.72M
|
29.7K
$2.16M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-64.4K- 2.74% |
$4.46M - $4.75M
|
2.29M
$166M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-66.9K- 76.61% |
$4.64M - $4.94M
|
20.4K
$1.49M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-67.9K- 34.98% |
$4.71M - $5.02M
|
126K
$9.18M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-73.9KClosed |
$5.13M - $5.46M
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-77.7K- 49.06% |
$5.39M - $5.74M
|
80.7K
$5.87M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-79.3K- 67.74% |
$5.5M - $5.85M
|
37.7K
$2.75M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-81.1K- 20.49% |
$5.63M - $5.99M
|
315K
$22.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-83.7K- 34.15% |
$5.81M - $6.18M
|
161K
$11.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-84.7K- 9.3% |
$5.87M - $6.25M
|
826K
$60.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-84.9K- 12.97% |
$5.89M - $6.27M
|
569K
$41.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-89.4K- 48.82% |
$6.2M - $6.6M
|
93.7K
$6.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-95.7K- 50.06% |
$6.64M - $7.07M
|
95.5K
$6.95M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-98.2K- 70.94% |
$6.81M - $7.25M
|
40.2K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-98.4K- 12.58% |
$6.83M - $7.27M
|
683K
$49.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-101K- 95.73% |
$7.04M - $7.5M
|
4.53K
$330K
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-105K- 61.3% |
$7.26M - $7.73M
|
66.1K
$4.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-107K- 0.63% |
$7.42M - $7.9M
|
17M
$1.23B
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-108K- 28.17% |
$7.47M - $7.95M
|
275K
$20M
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-109K- 50.72% |
$7.57M - $8.06M
|
106K
$7.71M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-111K- 50.14% |
$7.69M - $8.19M
|
110K
$8.02M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-120K- 57.45% |
$8.35M - $8.89M
|
89.2K
$6.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-122K- 84.21% |
$8.44M - $8.99M
|
22.8K
$1.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-123K- 94.87% |
$8.53M - $9.08M
|
6.65K
$484K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-123K- 31.61% |
$8.56M - $9.12M
|
267K
$19.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-124K- 69.32% |
$8.63M - $9.19M
|
55K
$4M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-126K- 6.99% |
$8.74M - $9.31M
|
1.68M
$122M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-129K- 43.46% |
$8.97M - $9.55M
|
168K
$12.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-133K- 0.97% |
$9.26M - $9.86M
|
13.7M
$995M
|
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-137K- 48.89% |
$9.53M - $10.1M
|
144K
$10.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-142K- 6.3% |
$9.84M - $10.5M
|
2.11M
$153M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-146K- 87.52% |
$10.1M - $10.8M
|
20.8K
$1.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-149K- 7.8% |
$10.3M - $11M
|
1.76M
$128M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-159K- 28.92% |
$11M - $11.7M
|
390K
$28.3M
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-162KClosed |
$11.2M - $11.9M
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-191K- 0.88% |
$13.3M - $14.1M
|
21.5M
$1.56B
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-205K- 32.82% |
$14.2M - $15.1M
|
420K
$30.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-244K- 2.65% |
$16.9M - $18M
|
8.95M
$652M
|