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 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.89% |
$816 - $887
|
1.35K
$98.5K
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
11New |
$748 - $813
|
11
$800
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
11+ 0.1% |
$748 - $813
|
10.6K
$769K
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
10+ 0.14% |
$680 - $739
|
7.28K
$530K
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
9+ 0.04% |
$612 - $665
|
22.2K
$1.62M
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
8+ 0.86% |
$544 - $591
|
934
$68K
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
8+ 0.15% |
$544 - $591
|
5.35K
$389K
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
7+ 0.19% |
$476 - $517
|
3.73K
$271K
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6+ 19.35% |
$408 - $443
|
37
$2.69K
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5+ 0.15% |
$340 - $370
|
3.35K
$244K
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3+ 0.47% |
$204 - $222
|
643
$46.8K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3+ 1.19% |
$204 - $222
|
255
$18.6K
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3+ 0.03% |
$204 - $222
|
9.82K
$715K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 1.39% |
$136 - $148
|
146
$10.6K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.44% |
$136 - $148
|
458
$33.3K
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2New |
$136 - $148
|
2
$146
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$136 - $148
|
2
$146
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2New |
$136 - $148
|
2
$146
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$68 - $73.9
|
950
$69.1K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.04% |
$68 - $73.9
|
97
$7.06K
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.02% |
$68 - $73.9
|
5.25K
$382K
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.94% |
$68 - $73.9
|
107
$7.79K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.48% |
$68 - $73.9
|
209
$15.2K
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1+ 0.02% |
$68 - $73.9
|
6.03K
$439K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$68 - $73.9
|
1
$72.8
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1New |
$68 - $73.9
|
1
$72.8
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1- 1.14% |
$68 - $73.9
|
87
$6.33K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2- 0.23% |
$136 - $148
|
858
$62.4K
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-4- 0.08% |
$272 - $296
|
5.18K
$377K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-7- 26.92% |
$476 - $517
|
19
$1.38K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8- 0.78% |
$544 - $591
|
1.02K
$74K
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-9- 0.17% |
$612 - $665
|
5.38K
$392K
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-9- 0.15% |
$612 - $665
|
5.92K
$431K
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-9- 0.04% |
$612 - $665
|
23.7K
$1.72M
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9- 0.25% |
$612 - $665
|
3.59K
$261K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-14- 0.4% |
$953 - $1.03K
|
3.47K
$253K
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-15- 0.07% |
$1.02K - $1.11K
|
21.1K
$1.53M
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-23- 9.96% |
$1.56K - $1.7K
|
208
$15.1K
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-28- 1.03% |
$1.91K - $2.07K
|
2.69K
$196K
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-32- 1.11% |
$2.18K - $2.36K
|
2.84K
$207K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-33- 1.56% |
$2.25K - $2.44K
|
2.08K
$151K
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-34- 0.68% |
$2.31K - $2.51K
|
4.97K
$361K
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-35- 0.23% |
$2.38K - $2.59K
|
15.1K
$1.1M
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-36- 10.75% |
$2.45K - $2.66K
|
299
$21.8K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-36- 0.04% |
$2.45K - $2.66K
|
88.6K
$6.45M
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-40- 0.44% |
$2.72K - $2.96K
|
9K
$655K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-40- 0.6% |
$2.72K - $2.96K
|
6.66K
$484K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-42- 2.51% |
$2.86K - $3.1K
|
1.63K
$119K
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-50- 0.6% |
$3.4K - $3.7K
|
8.3K
$604K
|