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
|
Pinnacle Associates LTD
|
BUY
|
- |
15K+ 7.6% |
$1.02M - $1.11M
|
212K
$15.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.9KNew |
$1.02M - $1.1M
|
14.9K
$1.09M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
14.8KNew |
$1.01M - $1.09M
|
14.8K
$1.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
14.8K+ 27.69% |
$1M - $1.09M
|
68.1K
$4.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
14.6K+ 21.19% |
$994K - $1.08M
|
83.6K
$6.08M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.5KNew |
$986K - $1.07M
|
14.5K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
14.4K+ 50.42% |
$982K - $1.07M
|
43.1K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.3K+ 59.46% |
$973K - $1.06M
|
38.4K
$2.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
14.1K+ 63.41% |
$960K - $1.04M
|
36.4K
$2.65M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.1K+ 2.73% |
$960K - $1.04M
|
531K
$38.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14K+ 34.86% |
$952K - $1.03M
|
54.1K
$3.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
13.9KNew |
$946K - $1.03M
|
13.9K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
13.8K+ 43.95% |
$942K - $1.02M
|
45.3K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
13.8K+ 10.66% |
$939K - $1.02M
|
143K
$10.4M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13.4K+ 5.33% |
$912K - $991K
|
265K
$19.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
13.3K+ 73.53% |
$904K - $982K
|
31.3K
$2.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
13.2K+ 6.3% |
$898K - $976K
|
223K
$16.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13.2K+ 282.35% |
$897K - $974K
|
17.8K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
13.1K+ 8.05% |
$893K - $970K
|
176K
$12.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
13K+ 4.97% |
$886K - $963K
|
275K
$20M
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
13K+ 1.95% |
$886K - $962K
|
681K
$49.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
12.8K+ 186.45% |
$872K - $947K
|
19.7K
$1.43M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
12.8K+ 11.61% |
$868K - $943K
|
123K
$8.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12.6K+ 45.25% |
$855K - $929K
|
40.4K
$2.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
12.5K+ 2.19% |
$850K - $924K
|
582K
$42.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
12.4KNew |
$842K - $914K
|
12.4K
$900K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
12.2K+ 7.08% |
$828K - $899K
|
184K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
12.1K+ 19.6% |
$824K - $895K
|
73.9K
$5.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12KNew |
$817K - $887K
|
12K
$873K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.8K+ 31.62% |
$806K - $875K
|
49.3K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.7KNew |
$799K - $868K
|
11.7K
$854K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
11.7K+ 19.12% |
$795K - $864K
|
72.8K
$5.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
11.6K+ 111.81% |
$788K - $856K
|
21.9K
$1.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11.5K+ 29.86% |
$785K - $853K
|
50.2K
$3.65M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11.5K+ 101.0% |
$783K - $850K
|
22.9K
$1.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 6.38% |
$779K - $846K
|
191K
$13.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
11.4K+ 2.95% |
$773K - $839K
|
396K
$28.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.1K+ 24.75% |
$757K - $822K
|
56K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
11K+ 4.23% |
$751K - $815K
|
272K
$19.8M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11K+ 6.37% |
$748K - $812K
|
184K
$13.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.9K+ 8.11% |
$739K - $802K
|
145K
$10.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
10.8K+ 16.36% |
$738K - $802K
|
77.1K
$5.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
10.7K+ 3.76% |
$726K - $789K
|
295K
$21.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$724K - $787K
|
10.6K
$775K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
10.6K+ 187.04% |
$724K - $786K
|
16.3K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
10.5KNew |
$714K - $776K
|
10.5K
$764K
|
|
|
Feb 09, 2024
Q4 2023
|
Sam Advisors, LLC
|
BUY
|
- |
10.5K+ 4.24% |
$714K - $775K
|
258K
$18.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
10.2K+ 58.33% |
$696K - $756K
|
27.8K
$2.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 10.72% |
$691K - $751K
|
105K
$7.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
10.1KNew |
$687K - $747K
|
10.1K
$735K
|