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
|
Atticus Wealth Management, LLC
|
BUY
|
- |
97+ 197.96% |
$6.6K - $7.17K
|
146
$10.6K
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
90+ 1.18% |
$6.12K - $6.65K
|
7.73K
$562K
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
89+ 1.92% |
$6.06K - $6.58K
|
4.72K
$343K
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
88+ 1.14% |
$5.99K - $6.5K
|
7.79K
$567K
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
88+ 0.49% |
$5.99K - $6.5K
|
17.9K
$1.3M
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
88+ 1.21% |
$5.99K - $6.5K
|
7.35K
$535K
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
85New |
$5.78K - $6.28K
|
85
$6.18K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 7.05% |
$5.78K - $6.28K
|
1.29K
$93.9K
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
82+ 0.57% |
$5.58K - $6.06K
|
14.4K
$1.05M
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
82New |
$5.58K - $6.06K
|
82
$5.97K
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
81+ 0.84% |
$5.51K - $5.99K
|
9.77K
$711K
|
|
Jan 31, 2024
Q4 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
81+ 0.95% |
$5.51K - $5.99K
|
8.62K
$627K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
75New |
$5.1K - $5.54K
|
75
$5.46K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
71+ 0.65% |
$4.83K - $5.25K
|
11K
$802K
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
70+ 1.16% |
$4.76K - $5.17K
|
6.1K
$444K
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
69+ 1.36% |
$4.69K - $5.1K
|
5.15K
$375K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
67+ 1.05% |
$4.56K - $4.95K
|
6.48K
$471K
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
67+ 1.55% |
$4.56K - $4.95K
|
4.39K
$319K
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
66+ 0.69% |
$4.49K - $4.88K
|
9.61K
$700K
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
66+ 1.61% |
$4.49K - $4.88K
|
4.16K
$303K
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
65+ 1.13% |
$4.42K - $4.8K
|
5.8K
$422K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
63+ 0.16% |
$4.29K - $4.66K
|
38.3K
$2.79M
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
60+ 1.15% |
$4.08K - $4.43K
|
5.26K
$383K
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
60+ 0.97% |
$4.08K - $4.43K
|
6.24K
$454K
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
57+ 1.14% |
$3.88K - $4.21K
|
5.05K
$367K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
57+ 0.85% |
$3.88K - $4.21K
|
6.8K
$495K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
52+ 0.14% |
$3.54K - $3.84K
|
37.1K
$2.7M
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 1.88% |
$3.47K - $3.77K
|
2.76K
$201K
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
48+ 0.54% |
$3.27K - $3.55K
|
8.87K
$646K
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
47+ 0.29% |
$3.2K - $3.47K
|
16K
$1.17M
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
44New |
$2.99K - $3.25K
|
44
$3.2K
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
40+ 1.08% |
$2.72K - $2.96K
|
3.74K
$272K
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
39New |
$2.65K - $2.88K
|
39
$2.84K
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
35+ 1.12% |
$2.38K - $2.59K
|
3.16K
$230K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
35+ 19.44% |
$2.38K - $2.59K
|
215
$15.6K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
34+ 4.06% |
$2.31K - $2.51K
|
871
$63.4K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
30New |
$2.04K - $2.22K
|
30
$2.18K
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
28+ 0.07% |
$1.91K - $2.07K
|
37.5K
$2.73M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
27New |
$1.84K - $2K
|
27
$1.96K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
25New |
$1.7K - $1.85K
|
25
$1.82K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
22+ 0.85% |
$1.5K - $1.63K
|
2.6K
$189K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
22+ 0.85% |
$1.5K - $1.63K
|
2.6K
$189K
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
20+ 0.18% |
$1.36K - $1.48K
|
11.1K
$809K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
20New |
$1.36K - $1.48K
|
20
$1.46K
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
20+ 0.38% |
$1.36K - $1.48K
|
5.35K
$389K
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
18+ 0.62% |
$1.22K - $1.33K
|
2.91K
$212K
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
18+ 0.27% |
$1.22K - $1.33K
|
6.63K
$483K
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
17New |
$1.16K - $1.26K
|
17
$1.24K
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16+ 0.91% |
$1.09K - $1.18K
|
1.77K
$129K
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
13New |
$885 - $961
|
13
$946
|