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 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
212K+ 27.56% |
$14.4M - $15.7M
|
982K
$71.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
210KNew |
$14.3M - $15.5M
|
210K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
201K+ 252.59% |
$13.7M - $14.9M
|
281K
$20.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
197KNew |
$13.4M - $14.5M
|
197K
$14.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
195KNew |
$13.3M - $14.4M
|
195K
$14.2M
|
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
189KNew |
$12.9M - $14M
|
189K
$13.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
189K+ 184.73% |
$12.9M - $14M
|
291K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
186K+ 33.06% |
$12.7M - $13.8M
|
749K
$54.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
172K+ 71.74% |
$11.7M - $12.7M
|
412K
$30M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
168KNew |
$11.5M - $12.4M
|
168K
$12.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
165KNew |
$11.2M - $12.2M
|
165K
$12M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
158K+ 6.21% |
$10.8M - $11.7M
|
2.71M
$197M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
157K+ 8.48% |
$10.7M - $11.6M
|
2.01M
$146M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
156KNew |
$10.6M - $11.5M
|
156K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
154K+ 849.83% |
$10.5M - $11.4M
|
172K
$12.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
152K+ 1044.28% |
$10.3M - $11.2M
|
166K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
150K+ 38.28% |
$10.2M - $11.1M
|
540K
$39.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
147K+ 39.78% |
$10M - $10.9M
|
516K
$37.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
140KNew |
$9.53M - $10.3M
|
140K
$10.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
140K+ 12.92% |
$9.52M - $10.3M
|
1.22M
$88.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
139K+ 1696.56% |
$9.43M - $10.2M
|
147K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
138K+ 58.66% |
$9.36M - $10.2M
|
372K
$27.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
137KNew |
$9.34M - $10.1M
|
137K
$9.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
137KNew |
$9.29M - $10.1M
|
137K
$9.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
135K+ 16.44% |
$9.17M - $9.96M
|
954K
$69.4M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
132K+ 4.94% |
$8.98M - $9.76M
|
2.8M
$204M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
130K+ 1128.6% |
$8.86M - $9.63M
|
142K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
127K+ 130.95% |
$8.65M - $9.39M
|
224K
$16.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
125K+ 3.63% |
$8.51M - $9.24M
|
3.57M
$260M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
124K+ 145.68% |
$8.46M - $9.19M
|
210K
$15.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
122KNew |
$8.32M - $9.03M
|
122K
$8.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
120KNew |
$8.15M - $8.85M
|
120K
$8.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
118K+ 19695.17% |
$8.04M - $8.73M
|
119K
$8.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
118K+ 803.24% |
$8.04M - $8.73M
|
133K
$9.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
117KNew |
$7.94M - $8.62M
|
117K
$8.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
110KNew |
$7.47M - $8.11M
|
110K
$7.99M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
110KNew |
$7.47M - $8.11M
|
110K
$7.99M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
110KNew |
$7.46M - $8.11M
|
110K
$7.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
108KNew |
$7.33M - $7.96M
|
108K
$7.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
107K+ 12.69% |
$7.31M - $7.94M
|
954K
$69.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
106K+ 534.68% |
$7.24M - $7.87M
|
126K
$9.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 0.56% |
$7.14M - $7.76M
|
18.8M
$1.36B
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
105K+ 46.68% |
$7.13M - $7.74M
|
329K
$23.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
103K+ 370.71% |
$6.99M - $7.59M
|
130K
$9.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
97.6K+ 2075.97% |
$6.64M - $7.21M
|
102K
$7.44M
|
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
97KNew |
$6.6M - $7.17M
|
97K
$7.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
96.9K+ 5.72% |
$6.59M - $7.16M
|
1.79M
$130M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
95.7K+ 7.32% |
$6.51M - $7.07M
|
1.4M
$102M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
92.1K+ 7.02% |
$6.27M - $6.81M
|
1.4M
$102M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
91.6KNew |
$6.23M - $6.77M
|
91.6K
$6.67M
|