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 08, 2024
Q4 2023
|
Zeit Capital LLC
|
SELL
|
- |
-5.25K- 6.7% |
$357K - $388K
|
73K
$5.31M
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.26K- 58.51% |
$358K - $389K
|
3.73K
$272K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.3K- 20.5% |
$360K - $391K
|
20.5K
$1.49M
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.35K- 7.11% |
$364K - $395K
|
69.9K
$5.08M
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.5K- 99.84% |
$374K - $406K
|
9
$655
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-5.63K- 45.53% |
$383K - $416K
|
6.74K
$490K
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.75K- 40.23% |
$391K - $425K
|
8.55K
$622K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-5.9K- 20.32% |
$402K - $436K
|
23.1K
$1.68M
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-5.97K- 64.39% |
$406K - $441K
|
3.3K
$240K
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-6.03K- 52.84% |
$410K - $445K
|
5.38K
$391K
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-6.19K- 58.9% |
$421K - $458K
|
4.32K
$314K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.23K- 81.66% |
$424K - $460K
|
1.4K
$102K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-6.25K- 1.85% |
$425K - $462K
|
332K
$24.2M
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-6.35K- 26.13% |
$432K - $469K
|
18K
$1.31M
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-6.42K- 9.12% |
$437K - $474K
|
63.9K
$4.65M
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-6.44K- 26.07% |
$438K - $476K
|
18.3K
$1.33M
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-6.53K- 59.56% |
$444K - $483K
|
4.43K
$323K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.56K- 41.57% |
$447K - $485K
|
9.23K
$671K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-6.58K- 79.73% |
$447K - $486K
|
1.67K
$122K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.71K- 14.51% |
$457K - $496K
|
39.6K
$2.88M
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-6.72K- 21.21% |
$458K - $497K
|
25K
$1.82M
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6.86K- 12.43% |
$467K - $507K
|
48.3K
$3.52M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.94K- 0.4% |
$472K - $513K
|
1.71M
$124M
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-7.02K- 58.54% |
$478K - $519K
|
4.97K
$362K
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-7.32K- 2.05% |
$498K - $541K
|
350K
$25.4M
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-7.41K- 2.46% |
$504K - $547K
|
294K
$21.4M
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-7.5K- 4.57% |
$510K - $554K
|
156K
$11.4M
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-7.63K- 23.85% |
$519K - $564K
|
24.4K
$1.77M
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-7.69K- 24.29% |
$523K - $569K
|
24K
$1.75M
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7.83K- 56.14% |
$533K - $578K
|
6.12K
$445K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7.9K- 8.62% |
$537K - $584K
|
83.7K
$6.09M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.4K- 1.71% |
$571K - $621K
|
482K
$35.1M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.54K- 22.17% |
$581K - $631K
|
30K
$2.18M
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-8.68K- 20.57% |
$590K - $641K
|
33.5K
$2.44M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.18K- 12.14% |
$625K - $678K
|
66.5K
$4.84M
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-9.61K- 1.73% |
$654K - $710K
|
546K
$39.7M
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-9.83K- 19.28% |
$669K - $727K
|
41.2K
$2.99M
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.95K- 32.15% |
$677K - $735K
|
21K
$1.53M
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-10.1K- 9.33% |
$689K - $749K
|
98.5K
$7.17M
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-10.5K- 14.39% |
$713K - $774K
|
62.3K
$4.54M
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-10.9K- 1.77% |
$745K - $809K
|
606K
$44.1M
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-11K- 28.45% |
$752K - $817K
|
27.8K
$2.02M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-11.1K- 94.33% |
$754K - $819K
|
666
$48.5K
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-11.1K- 14.11% |
$754K - $819K
|
67.5K
$4.91M
|
|
Jan 11, 2024
Q4 2023
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-11.1K- 2.64% |
$756K - $821K
|
409K
$29.8M
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-11.2K- 32.76% |
$765K - $831K
|
23.1K
$1.68M
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-11.5K- 41.35% |
$782K - $849K
|
16.3K
$1.19M
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-11.7K- 76.67% |
$793K - $861K
|
3.55K
$258K
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-11.7K- 60.76% |
$794K - $862K
|
7.53K
$548K
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11.7K- 25.75% |
$796K - $865K
|
33.7K
$2.46M
|