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 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
53.2K+ 1671.4% |
$3.62M - $3.93M
|
56.4K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
52.3KNew |
$3.56M - $3.86M
|
52.3K
$3.8M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
52.2K+ 54.64% |
$3.55M - $3.86M
|
148K
$10.7M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
51.8KNew |
$3.53M - $3.83M
|
51.8K
$3.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
51.6KNew |
$3.51M - $3.82M
|
51.6K
$3.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
50.9K+ 23.96% |
$3.46M - $3.76M
|
263K
$19.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50.7K+ 29.85% |
$3.45M - $3.75M
|
221K
$16M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
50.4KNew |
$3.43M - $3.73M
|
50.4K
$3.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
49.5K+ 146.3% |
$3.37M - $3.66M
|
83.4K
$6.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
48.8K+ 127.88% |
$3.32M - $3.61M
|
87K
$6.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48.5K+ 17.25% |
$3.3M - $3.58M
|
330K
$24M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
48.3K+ 4.46% |
$3.29M - $3.57M
|
1.13M
$82.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48.2K+ 9.66% |
$3.28M - $3.56M
|
547K
$39.8M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
48.1K+ 8.41% |
$3.28M - $3.56M
|
621K
$45.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
47.5K+ 16.42% |
$3.23M - $3.51M
|
337K
$24.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
46.9KNew |
$3.19M - $3.47M
|
46.9K
$3.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
46.7K+ 18.2% |
$3.18M - $3.45M
|
304K
$22.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
45.7K+ 716.83% |
$3.11M - $3.37M
|
52K
$3.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
45.4K+ 3.14% |
$3.09M - $3.36M
|
1.49M
$109M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
45.4K+ 177.55% |
$3.09M - $3.36M
|
71K
$5.17M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
44.6K+ 160.83% |
$3.03M - $3.29M
|
72.3K
$5.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
44.5K+ 268.8% |
$3.03M - $3.29M
|
61K
$4.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
44K+ 998.03% |
$2.99M - $3.25M
|
48.4K
$3.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
44K+ 3.42% |
$2.99M - $3.25M
|
1.33M
$96.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
43.6K+ 8.8% |
$2.97M - $3.22M
|
539K
$39.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
42.3K+ 0.88% |
$2.88M - $3.13M
|
4.88M
$355M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
42.1K+ 480.78% |
$2.87M - $3.11M
|
50.9K
$3.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
42.1KNew |
$2.87M - $3.11M
|
42.1K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
41.7K+ 2.5% |
$2.84M - $3.08M
|
1.71M
$124M
|
|
|
Jan 24, 2024
Q4 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
41.7K+ 7.04% |
$2.84M - $3.08M
|
634K
$46.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
41.1KNew |
$2.8M - $3.04M
|
41.1K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
40.6K+ 31.87% |
$2.77M - $3M
|
168K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
40.5KNew |
$2.76M - $2.99M
|
40.5K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
39.7KNew |
$2.7M - $2.93M
|
39.7K
$2.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
39.3K+ 0.81% |
$2.67M - $2.9M
|
4.88M
$355M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
38.8KNew |
$2.64M - $2.87M
|
38.8K
$2.82M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
38.4K+ 55.92% |
$2.61M - $2.84M
|
107K
$7.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
37.5K+ 78.54% |
$2.55M - $2.77M
|
85.3K
$6.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
37.5K+ 92.65% |
$2.55M - $2.77M
|
77.9K
$5.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
37.4K+ 4.53% |
$2.54M - $2.76M
|
862K
$62.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
37.1KNew |
$2.52M - $2.74M
|
37.1K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
36.5K+ 4.23% |
$2.48M - $2.69M
|
899K
$65.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
36.2KNew |
$2.47M - $2.68M
|
36.2K
$2.64M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
36.1K+ 28.25% |
$2.45M - $2.66M
|
164K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36K+ 18.13% |
$2.45M - $2.66M
|
235K
$17.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35.9K+ 15.25% |
$2.44M - $2.65M
|
271K
$19.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
35.5K+ 59.66% |
$2.41M - $2.62M
|
95K
$6.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
35.2K+ 42.43% |
$2.39M - $2.6M
|
118K
$8.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
34.7K+ 9.78% |
$2.36M - $2.57M
|
390K
$28.4M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
34.7KNew |
$2.36M - $2.56M
|
34.7K
$2.52M
|