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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.27K+ 9.01% |
$86.1K - $93.5K
|
15.3K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.24K+ 9.31% |
$84.3K - $91.6K
|
14.5K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.24KNew |
$84.3K - $91.6K
|
1.24K
$90.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.24K+ 17.24% |
$84.2K - $91.5K
|
8.42K
$613K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.23KNew |
$84K - $91.2K
|
1.23K
$89.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.21KNew |
$82K - $89K
|
1.21K
$87.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.2K+ 19.96% |
$81.7K - $88.8K
|
7.22K
$525K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.19K+ 0.88% |
$80.8K - $87.7K
|
137K
$9.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.18K+ 26.18% |
$79.9K - $86.8K
|
5.66K
$412K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.17K+ 17.2% |
$79.5K - $86.3K
|
7.96K
$579K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.17K+ 17.2% |
$79.5K - $86.3K
|
7.96K
$579K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
1.17K+ 0.47% |
$79.3K - $86.2K
|
248K
$18M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
1.16K+ 4.17% |
$78.9K - $85.7K
|
29K
$2.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
1.16K+ 14.57% |
$78.9K - $85.7K
|
9.12K
$664K
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.16K+ 22.38% |
$78.9K - $85.7K
|
6.34K
$461K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.15K+ 5.71% |
$78.2K - $85K
|
21.3K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.12K+ 2.19% |
$76.3K - $82.8K
|
52.2K
$3.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.12KNew |
$76.1K - $82.7K
|
1.12K
$81.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.12KNew |
$76.1K - $82.6K
|
1.12K
$81.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.11K+ 1.41% |
$75.4K - $81.9K
|
79.5K
$5.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.1KNew |
$75.1K - $81.6K
|
1.1K
$80.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.09K+ 21.04% |
$74.3K - $80.7K
|
6.28K
$457K
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.09K+ 9.92% |
$74.3K - $80.7K
|
12.1K
$881K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.08K+ 1.66% |
$73.8K - $80.1K
|
66.3K
$4.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.08KNew |
$73.5K - $79.8K
|
1.08K
$78.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
1.07K+ 5.42% |
$73K - $79.3K
|
20.9K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.07K+ 130.35% |
$72.5K - $78.7K
|
1.88K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.06K+ 33.64% |
$71.8K - $78K
|
4.19K
$305K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
944New |
$64.2K - $69.8K
|
944
$68.7K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
928New |
$63.1K - $68.6K
|
928
$67.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
920+ 8.16% |
$62.6K - $68K
|
12.2K
$887K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
885+ 11.84% |
$60.2K - $65.4K
|
8.36K
$608K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
876+ 3.59% |
$59.6K - $64.7K
|
25.2K
$1.84M
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
872New |
$59.3K - $64.4K
|
872
$63.4K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
858+ 0.59% |
$58.4K - $63.4K
|
146K
$10.6M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
850+ 6.03% |
$57.8K - $62.8K
|
14.9K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
846+ 3.22% |
$57.6K - $62.5K
|
27.1K
$1.97M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
845New |
$57.5K - $62.4K
|
845
$61.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
839New |
$57.1K - $62K
|
839
$61K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
837+ 6.6% |
$56.9K - $61.9K
|
13.5K
$984K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
786+ 19.44% |
$53.5K - $58.1K
|
4.83K
$351K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
783+ 4.79% |
$53.3K - $57.9K
|
17.1K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
775+ 21.84% |
$52.7K - $57.3K
|
4.32K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
774+ 932.53% |
$52.7K - $57.2K
|
857
$62.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
765+ 19.98% |
$52.1K - $56.5K
|
4.59K
$334K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
740+ 9.53% |
$50.3K - $54.7K
|
8.51K
$619K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
735+ 0.4% |
$50K - $54.3K
|
184K
$13.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
731+ 5.64% |
$49.7K - $54K
|
13.7K
$996K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
700+ 1.21% |
$47.6K - $51.7K
|
58.5K
$4.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
700+ 20.57% |
$47.6K - $51.7K
|
4.1K
$299K
|