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 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
310+ 50.32% |
$21.1K - $22.9K
|
926
$67.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
306+ 10.21% |
$20.8K - $22.6K
|
3.3K
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
300+ 1.96% |
$20.4K - $22.2K
|
15.6K
$1.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
298New |
$20.3K - $22K
|
298
$21.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
290+ 3.38% |
$19.7K - $21.4K
|
8.86K
$645K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
288+ 4.1% |
$19.6K - $21.3K
|
7.3K
$531K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
280+ 14000.0% |
$19.1K - $20.7K
|
282
$20.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
273+ 2.54% |
$18.6K - $20.2K
|
11K
$803K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
268+ 4.89% |
$18.2K - $19.8K
|
5.75K
$418K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
258+ 4.56% |
$17.6K - $19.1K
|
5.91K
$430K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
256+ 1.0% |
$17.4K - $18.9K
|
25.9K
$1.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
255+ 0.69% |
$17.4K - $18.8K
|
37.4K
$2.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
253+ 6.94% |
$17.2K - $18.7K
|
3.9K
$284K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
246+ 2.34% |
$16.7K - $18.2K
|
10.8K
$783K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
245+ 3.35% |
$16.7K - $18.1K
|
7.56K
$550K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
234+ 0.86% |
$15.9K - $17.3K
|
27.3K
$1.99M
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
233+ 2.39% |
$15.9K - $17.2K
|
9.98K
$726K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
228+ 304.0% |
$15.5K - $16.8K
|
303
$22K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
226+ 12.36% |
$15.4K - $16.7K
|
2.06K
$150K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
220+ 5.63% |
$15K - $16.3K
|
4.13K
$300K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
220+ 0.83% |
$15K - $16.3K
|
26.8K
$1.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
219+ 0.95% |
$14.9K - $16.2K
|
23.4K
$1.7M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
216+ 1.23% |
$14.7K - $16K
|
17.8K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
215New |
$14.6K - $15.9K
|
215
$15.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
214+ 2.64% |
$14.6K - $15.8K
|
8.33K
$606K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
207+ 0.9% |
$14.1K - $15.3K
|
23.1K
$1.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
205+ 1.01% |
$13.9K - $15.1K
|
20.4K
$1.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
204+ 0.9% |
$13.9K - $15.1K
|
22.9K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
200New |
$13.6K - $14.8K
|
200
$14.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
191+ 1.94% |
$13K - $14.1K
|
10.1K
$731K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
185+ 711.54% |
$12.6K - $13.7K
|
211
$15.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
182+ 0.63% |
$12.4K - $13.4K
|
29.1K
$2.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
180+ 0.79% |
$12.2K - $13.3K
|
23K
$1.68M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
176+ 90.26% |
$12K - $13K
|
371
$27K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
170+ 5.95% |
$11.6K - $12.6K
|
3.03K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
167+ 1.26% |
$11.4K - $12.3K
|
13.4K
$979K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
163+ 33.27% |
$11.1K - $12K
|
653
$47.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
159New |
$10.8K - $11.8K
|
159
$11.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
158+ 100.64% |
$10.8K - $11.7K
|
315
$22.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
157New |
$10.7K - $11.6K
|
157
$11.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
152+ 0.83% |
$10.3K - $11.2K
|
18.6K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
151+ 2.78% |
$10.3K - $11.2K
|
5.59K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
141+ 3.66% |
$9.59K - $10.4K
|
3.99K
$290K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
136+ 2.73% |
$9.25K - $10.1K
|
5.11K
$372K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
135+ 1.4% |
$9.19K - $9.98K
|
9.75K
$709K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
121+ 2.42% |
$8.23K - $8.94K
|
5.13K
$373K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
121New |
$8.23K - $8.94K
|
121
$8.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
119+ 3.29% |
$8.1K - $8.79K
|
3.74K
$272K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
112New |
$7.62K - $8.28K
|
112
$8.15K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
99+ 0.53% |
$6.74K - $7.32K
|
18.7K
$1.36M
|