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 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-63.4K- 7.07% |
$4.31M - $4.69M
|
834K
$60.7M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-67.6K- 48.65% |
$4.6M - $4.99M
|
71.3K
$5.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-69.6K- 91.97% |
$4.74M - $5.14M
|
6.08K
$442K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-71.8K- 99.9% |
$4.89M - $5.31M
|
74
$5.38K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-74.8K- 72.08% |
$5.09M - $5.53M
|
29K
$2.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-75.2K- 53.37% |
$5.11M - $5.55M
|
65.7K
$4.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-75.2K- 9.52% |
$5.12M - $5.56M
|
715K
$52M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-78.5K- 95.47% |
$5.34M - $5.8M
|
3.72K
$271K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-80.1K- 91.35% |
$5.45M - $5.92M
|
7.59K
$552K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-80.2K- 12.54% |
$5.46M - $5.93M
|
559K
$40.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-81.8K- 16.8% |
$5.57M - $6.05M
|
405K
$29.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-82.9K- 99.23% |
$5.64M - $6.12M
|
640
$46.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-84.4K- 3.6% |
$5.75M - $6.24M
|
2.26M
$165M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-87.7K- 41.43% |
$5.97M - $6.48M
|
124K
$9.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-99.5K- 58.41% |
$6.77M - $7.35M
|
70.9K
$5.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-101K- 35.62% |
$6.87M - $7.46M
|
183K
$13.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-106K- 3.36% |
$7.21M - $7.83M
|
3.05M
$222M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-116K- 17.51% |
$7.88M - $8.55M
|
545K
$39.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-137K- 70.36% |
$9.32M - $10.1M
|
57.7K
$4.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-146K- 87.41% |
$9.94M - $10.8M
|
21K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-168K- 14.35% |
$11.4M - $12.4M
|
1M
$72.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-172K- 48.58% |
$11.7M - $12.7M
|
182K
$13.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-179K- 49.7% |
$12.2M - $13.3M
|
182K
$13.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-203K- 72.84% |
$13.8M - $15M
|
75.8K
$5.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-211K- 97.64% |
$14.3M - $15.6M
|
5.08K
$370K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-212K- 55.5% |
$14.4M - $15.6M
|
170K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-225K- 27.97% |
$15.3M - $16.6M
|
580K
$42.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-243K- 20.64% |
$16.5M - $17.9M
|
934K
$67.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-246K- 16.39% |
$16.7M - $18.2M
|
1.25M
$91.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-267K- 1.71% |
$18.2M - $19.8M
|
15.3M
$1.12B
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-275K- 44.37% |
$18.7M - $20.3M
|
344K
$25.1M
|
|
|
Jan 03, 2024
Q4 2023
|
Stairway Partners, LLC
|
SELL
|
- |
-309K- 18.64% |
$21M - $22.8M
|
1.35M
$98.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-320K- 8.32% |
$21.8M - $23.6M
|
3.52M
$256M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-457K- 66.46% |
$31.1M - $33.8M
|
231K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-552K- 98.24% |
$37.6M - $40.8M
|
9.87K
$718K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.15M- 20.86% |
$78.5M - $85.3M
|
4.38M
$319M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.33M- 91.25% |
$90.2M - $98M
|
127K
$9.25M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.51M- 98.64% |
$103M - $112M
|
20.8K
$1.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-1.75M- 75.77% |
$119M - $129M
|
559K
$40.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.97M- 87.03% |
$202M - $219M
|
442K
$32.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.52M- 5.06% |
$307M - $334M
|
84.8M
$6.17B
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.16M- 14.45% |
$419M - $455M
|
36.5M
$2.65B
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.53M- 9.0% |
$648M - $704M
|
96.3M
$7.01B
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-10.3M- 40.65% |
$699M - $759M
|
15M
$1.09B
|