Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
5.29K+ 12.23% |
$360K - $391K
|
48.6K
$3.53M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
5.12K+ 11.64% |
$348K - $378K
|
49.1K
$3.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
5.12KNew |
$348K - $378K
|
5.12K
$372K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.06KNew |
$344K - $374K
|
5.06K
$368K
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
BUY
|
- |
5.02K+ 24.58% |
$341K - $371K
|
25.4K
$1.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5KNew |
$340K - $369K
|
5K
$364K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
4.95KNew |
$337K - $366K
|
4.95K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.94K+ 90.74% |
$336K - $365K
|
10.4K
$755K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.93KNew |
$336K - $365K
|
4.93K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
4.92KNew |
$335K - $364K
|
4.92K
$358K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.91K+ 1.48% |
$334K - $363K
|
337K
$24.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.91KNew |
$334K - $363K
|
4.91K
$357K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.9KNew |
$334K - $362K
|
4.9K
$357K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.89KNew |
$333K - $362K
|
4.89K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.87KNew |
$331K - $360K
|
4.87K
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4.85K+ 4.65% |
$330K - $358K
|
109K
$7.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
4.83K+ 1.55% |
$328K - $357K
|
317K
$23.1M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.81K+ 9.84% |
$328K - $356K
|
53.7K
$3.91M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.72K+ 122.93% |
$321K - $349K
|
8.55K
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.69K+ 2.83% |
$319K - $347K
|
170K
$12.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.69KNew |
$319K - $346K
|
4.69K
$341K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.68KNew |
$318K - $346K
|
4.68K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.66KNew |
$317K - $345K
|
4.66K
$339K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.58K+ 624.42% |
$311K - $338K
|
5.31K
$386K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.57KNew |
$311K - $338K
|
4.57K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
4.47K+ 19.8% |
$304K - $330K
|
27.1K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
4.45K+ 18.58% |
$303K - $329K
|
28.4K
$2.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.4K+ 22.62% |
$300K - $325K
|
23.9K
$1.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
4.4K+ 1.51% |
$299K - $325K
|
296K
$21.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.36K+ 39.19% |
$297K - $322K
|
15.5K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.34K+ 23.89% |
$296K - $321K
|
22.5K
$1.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
4.34K+ 5.79% |
$295K - $321K
|
79.4K
$5.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.32K+ 1.42% |
$294K - $319K
|
308K
$22.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.31KNew |
$293K - $318K
|
4.31K
$314K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.3KNew |
$293K - $318K
|
4.3K
$313K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
4.27KNew |
$291K - $316K
|
4.27K
$311K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4.26K+ 145.53% |
$290K - $315K
|
7.19K
$523K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.25KNew |
$289K - $314K
|
4.25K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.25KNew |
$289K - $314K
|
4.25K
$309K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.22KNew |
$287K - $312K
|
4.22K
$307K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.2KNew |
$286K - $310K
|
4.2K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
4.16K+ 2.89% |
$283K - $307K
|
148K
$10.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.15K+ 6.08% |
$282K - $306K
|
72.3K
$5.26M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.15KNew |
$282K - $306K
|
4.15K
$302K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.12K+ 42.11% |
$281K - $305K
|
13.9K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.12KNew |
$280K - $304K
|
4.12K
$300K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
4.11K+ 19.15% |
$280K - $304K
|
25.6K
$1.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.08K+ 5.4% |
$277K - $301K
|
79.5K
$5.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.07K+ 49.36% |
$277K - $301K
|
12.3K
$896K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.05KNew |
$275K - $299K
|
4.05K
$294K
|