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 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 78.53% |
$797K - $866K
|
3.2K
$233K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-11.7K- 53.89% |
$798K - $866K
|
10K
$730K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-11.8K- 5.16% |
$803K - $873K
|
217K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-12K- 2.06% |
$814K - $884K
|
570K
$41.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-12K- 5.62% |
$817K - $887K
|
202K
$14.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-12K- 4.02% |
$819K - $890K
|
287K
$20.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-12.2K- 66.58% |
$828K - $900K
|
6.11K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-12.2K- 43.48% |
$832K - $903K
|
15.9K
$1.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-12.9K- 2.63% |
$881K - $957K
|
479K
$34.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-12.9K- 3.38% |
$881K - $957K
|
371K
$27M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-13.3K- 44.68% |
$906K - $984K
|
16.5K
$1.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-13.4K- 60.68% |
$911K - $989K
|
8.68K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-13.6K- 23.9% |
$924K - $1M
|
43.2K
$3.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13.7K- 4.14% |
$930K - $1.01M
|
316K
$23M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13.7K- 4.14% |
$930K - $1.01M
|
316K
$23M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-13.8K- 73.63% |
$939K - $1.02M
|
4.94K
$360K
|
|
|
Feb 01, 2024
Q4 2023
|
Gpwm LLC
|
SELL
|
- |
-14.2K- 6.81% |
$967K - $1.05M
|
194K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-14.3K- 24.99% |
$976K - $1.06M
|
43.1K
$3.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-14.6K- 17.25% |
$992K - $1.08M
|
69.9K
$5.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-15.1K- 18.0% |
$1.03M - $1.12M
|
68.9K
$5.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-15.7K- 42.08% |
$1.07M - $1.16M
|
21.6K
$1.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-15.7K- 69.08% |
$1.07M - $1.16M
|
7.04K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.8K- 34.1% |
$1.07M - $1.16M
|
30.5K
$2.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15.9K- 34.0% |
$1.08M - $1.17M
|
30.8K
$2.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.7K- 58.11% |
$1.14M - $1.23M
|
12K
$876K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-16.8K- 66.02% |
$1.14M - $1.24M
|
8.63K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-16.8K- 72.66% |
$1.15M - $1.24M
|
6.34K
$461K
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-16.9K- 6.99% |
$1.15M - $1.25M
|
224K
$16.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-18K- 17.36% |
$1.22M - $1.33M
|
85.6K
$6.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-18K- 17.36% |
$1.22M - $1.33M
|
85.6K
$6.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-18K- 43.22% |
$1.23M - $1.33M
|
23.7K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-18.3K- 6.09% |
$1.24M - $1.35M
|
282K
$20.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-19.2K- 2.09% |
$1.31M - $1.42M
|
899K
$65.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-19.2K- 1.01% |
$1.31M - $1.42M
|
1.89M
$138M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-19.4K- 37.56% |
$1.32M - $1.43M
|
32.2K
$2.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-19.4K- 14.14% |
$1.32M - $1.43M
|
118K
$8.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-19.8K- 13.24% |
$1.34M - $1.46M
|
130K
$9.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-19.9K- 6.16% |
$1.36M - $1.47M
|
304K
$22.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20K- 15.69% |
$1.36M - $1.48M
|
107K
$7.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-20.1K- 1.34% |
$1.37M - $1.48M
|
1.47M
$107M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-20.9K- 82.48% |
$1.42M - $1.54M
|
4.43K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-20.9K- 82.48% |
$1.42M - $1.54M
|
4.43K
$322K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-21.8K- 5.56% |
$1.48M - $1.61M
|
371K
$27M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-22K- 5.19% |
$1.5M - $1.63M
|
402K
$29.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-22.8K- 39.01% |
$1.55M - $1.68M
|
35.6K
$2.59M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-23.6K- 10.93% |
$1.61M - $1.75M
|
193K
$14M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-23.7K- 41.06% |
$1.61M - $1.75M
|
34K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-24K- 3.13% |
$1.63M - $1.77M
|
743K
$54.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-24K- 6.22% |
$1.63M - $1.77M
|
362K
$26.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-24.1K- 12.73% |
$1.64M - $1.78M
|
165K
$12M
|