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
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.56K- 33.23% |
$174K - $189K
|
5.15K
$374K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.59K- 17.25% |
$176K - $192K
|
12.4K
$904K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.62K- 20.36% |
$178K - $193K
|
10.2K
$744K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.71K- 11.35% |
$185K - $200K
|
21.2K
$1.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.75K- 34.61% |
$187K - $203K
|
5.19K
$378K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.75K- 0.65% |
$187K - $203K
|
420K
$30.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.76K- 6.32% |
$188K - $204K
|
40.9K
$2.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.77K- 3.69% |
$188K - $205K
|
72.3K
$5.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.79K- 25.7% |
$190K - $206K
|
8.06K
$586K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.86K- 40.07% |
$194K - $211K
|
4.28K
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.91K- 0.94% |
$198K - $215K
|
307K
$22.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.92K- 91.9% |
$198K - $215K
|
257
$18.7K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-2.92K- 50.27% |
$199K - $216K
|
2.89K
$210K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.99K- 45.26% |
$203K - $221K
|
3.62K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3K- 8.77% |
$204K - $222K
|
31.2K
$2.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-3.14K- 12.24% |
$213K - $232K
|
22.5K
$1.64M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-3.16K- 29.04% |
$215K - $234K
|
7.73K
$562K
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-3.19K- 5.27% |
$217K - $236K
|
57.3K
$4.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.22K- 6.22% |
$219K - $238K
|
48.6K
$3.53M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-3.25K- 3.39% |
$221K - $240K
|
92.4K
$6.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-3.27K- 21.34% |
$223K - $242K
|
12.1K
$878K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.28K- 83.25% |
$223K - $242K
|
660
$48K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-3.37K- 9.1% |
$229K - $249K
|
33.7K
$2.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3.54K- 65.82% |
$241K - $261K
|
1.84K
$134K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.62K- 4.66% |
$246K - $268K
|
74.1K
$5.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.67K- 46.62% |
$250K - $271K
|
4.21K
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.67K- 82.52% |
$250K - $272K
|
778
$56.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.72K- 12.76% |
$253K - $275K
|
25.4K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.76K- 10.29% |
$256K - $278K
|
32.8K
$2.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.82K- 14.88% |
$260K - $283K
|
21.9K
$1.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.88K- 2.25% |
$264K - $287K
|
168K
$12.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
SELL
|
- |
-3.88K- 4.2% |
$264K - $287K
|
88.6K
$6.44M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3.95K- 14.7% |
$269K - $292K
|
22.9K
$1.67M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-4.16K- 8.24% |
$283K - $307K
|
46.3K
$3.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-4.23K- 11.24% |
$288K - $313K
|
33.4K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-4.38K- 20.43% |
$298K - $323K
|
17K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-4.4K- 22.23% |
$299K - $325K
|
15.4K
$1.12M
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-4.41K- 19.21% |
$300K - $326K
|
18.5K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.48K- 4.29% |
$305K - $331K
|
100K
$7.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-4.5K- 5.88% |
$306K - $332K
|
71.9K
$5.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.56K- 7.0% |
$310K - $337K
|
60.6K
$4.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-4.56K- 50.71% |
$311K - $337K
|
4.44K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.62K- 0.43% |
$314K - $341K
|
1.08M
$78.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-4.86K- 22.57% |
$330K - $359K
|
16.7K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-4.89K- 7.87% |
$333K - $361K
|
57.3K
$4.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-4.94K- 35.55% |
$336K - $365K
|
8.96K
$652K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.97K- 0.72% |
$338K - $367K
|
682K
$49.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5K- 5.37% |
$340K - $369K
|
88.2K
$6.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5.06K- 7.63% |
$344K - $374K
|
61.3K
$4.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.23K- 28.64% |
$356K - $387K
|
13K
$949K
|