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 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
694+ 2.81% |
$47.2K - $51.3K
|
25.4K
$1.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
692+ 15.24% |
$47.1K - $51.1K
|
5.23K
$378K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
689+ 4.65% |
$46.9K - $50.9K
|
15.5K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
685+ 10.77% |
$46.6K - $50.6K
|
7.05K
$509K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
675New |
$45.9K - $49.9K
|
675
$48.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
669+ 815.85% |
$45.5K - $49.4K
|
751
$54.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
642New |
$43.7K - $47.4K
|
642
$46.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
640+ 126.73% |
$43.5K - $47.3K
|
1.15K
$82.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
630+ 3.45% |
$42.9K - $46.6K
|
18.9K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
626+ 563.96% |
$42.6K - $46.3K
|
737
$53.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
576New |
$39.2K - $42.6K
|
576
$41.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
575+ 3.2% |
$39.1K - $42.5K
|
18.5K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
570+ 4.07% |
$38.8K - $42.1K
|
14.6K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
568+ 3.01% |
$38.6K - $42K
|
19.4K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
567+ 8.58% |
$38.6K - $41.9K
|
7.18K
$518K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
565New |
$38.4K - $41.8K
|
565
$40.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
552+ 13.36% |
$37.6K - $40.8K
|
4.68K
$338K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
542+ 1.24% |
$36.9K - $40.1K
|
44.3K
$3.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
522+ 3.53% |
$35.5K - $38.6K
|
15.3K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
520+ 25.62% |
$35.4K - $38.4K
|
2.55K
$184K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
515+ 110.28% |
$35K - $38.1K
|
982
$70.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
515+ 1.88% |
$35K - $38.1K
|
27.9K
$2.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
514+ 7.54% |
$35K - $38K
|
7.33K
$529K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
513+ 2.77% |
$34.9K - $37.9K
|
19.1K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
513+ 5.11% |
$34.9K - $37.9K
|
10.6K
$762K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
508+ 10.41% |
$34.6K - $37.5K
|
5.39K
$389K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
503+ 689.04% |
$34.2K - $37.2K
|
576
$41.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
491+ 2.98% |
$33.4K - $36.3K
|
17K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
489+ 16.94% |
$33.3K - $36.1K
|
3.38K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
484New |
$32.9K - $35.8K
|
484
$34.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
483+ 0.34% |
$32.9K - $35.7K
|
142K
$10.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
470+ 1.47% |
$32K - $34.7K
|
32.5K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
465+ 3.67% |
$31.6K - $34.4K
|
13.1K
$948K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
463+ 1.62% |
$31.5K - $34.2K
|
29.1K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
457+ 8.7% |
$31.1K - $33.8K
|
5.71K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
457+ 5.32% |
$31.1K - $33.8K
|
9.05K
$653K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
449+ 3.99% |
$30.5K - $33.2K
|
11.7K
$844K
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
434+ 5.66% |
$29.5K - $32.1K
|
8.1K
$585K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
427New |
$29.1K - $31.6K
|
427
$30.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
421+ 4.04% |
$28.6K - $31.1K
|
10.8K
$782K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
407+ 2.41% |
$27.7K - $30.1K
|
17.3K
$1.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
401+ 7.45% |
$27.3K - $29.6K
|
5.78K
$417K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
396+ 7.54% |
$26.9K - $29.3K
|
5.65K
$408K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
381+ 5.15% |
$25.9K - $28.2K
|
7.77K
$561K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
362+ 5.75% |
$24.6K - $26.8K
|
6.66K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
351+ 11.74% |
$23.9K - $25.9K
|
3.34K
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
347+ 9.28% |
$23.6K - $25.6K
|
4.09K
$295K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
346+ 0.55% |
$23.5K - $25.6K
|
63K
$4.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
333+ 2.19% |
$22.7K - $24.6K
|
15.5K
$1.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
318+ 4.13% |
$21.6K - $23.5K
|
8.01K
$578K
|