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 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
10KNew |
$681K - $740K
|
10K
$728K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
9.84K+ 33.33% |
$670K - $727K
|
39.4K
$2.86M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.76KNew |
$664K - $721K
|
9.76K
$710K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
9.75K+ 8.76% |
$664K - $721K
|
121K
$8.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
9.62KNew |
$654K - $711K
|
9.62K
$700K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.61K+ 7.96% |
$654K - $710K
|
130K
$9.49M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
9.57KNew |
$651K - $707K
|
9.57K
$696K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
9.54KNew |
$649K - $705K
|
9.54K
$694K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9.37K+ 39.63% |
$637K - $692K
|
33K
$2.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
9.35K+ 8.88% |
$636K - $691K
|
115K
$8.35M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
9.25KNew |
$630K - $684K
|
9.25K
$673K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
9.2K+ 72.99% |
$626K - $680K
|
21.8K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9.13K+ 8.02% |
$621K - $674K
|
123K
$8.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
9.11K+ 25.02% |
$620K - $673K
|
45.5K
$3.31M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8.99KNew |
$612K - $664K
|
8.99K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
8.96K+ 6.51% |
$610K - $662K
|
147K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.96K+ 2.19% |
$609K - $662K
|
418K
$30.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.79K+ 5.06% |
$598K - $650K
|
183K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8.75K+ 59.78% |
$595K - $647K
|
23.4K
$1.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
8.74K+ 76.1% |
$594K - $646K
|
20.2K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.65KNew |
$589K - $639K
|
8.65K
$629K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
8.53K+ 22.05% |
$580K - $630K
|
47.2K
$3.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.45K+ 0.77% |
$575K - $625K
|
1.1M
$80.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.45K+ 1.51% |
$575K - $625K
|
568K
$41.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.34KNew |
$568K - $616K
|
8.34K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
8.29K+ 3.91% |
$564K - $612K
|
220K
$16M
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
BUY
|
- |
8.23K+ 67.24% |
$560K - $608K
|
20.5K
$1.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
8.18K+ 28.16% |
$556K - $604K
|
37.2K
$2.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
8.16K+ 25.9% |
$555K - $603K
|
39.6K
$2.88M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
8.14K+ 98.87% |
$554K - $601K
|
16.4K
$1.19M
|
|
|
Mar 01, 2024
Q4 2023
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
8.14KNew |
$554K - $601K
|
8.14K
$592K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.08K+ 10.07% |
$550K - $597K
|
88.4K
$6.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.04KNew |
$547K - $594K
|
8.04K
$585K
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
BUY
|
- |
8.01K+ 7.21% |
$545K - $592K
|
119K
$8.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7.94K+ 94.69% |
$540K - $587K
|
16.3K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7.93K+ 0.63% |
$540K - $586K
|
1.27M
$92.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
7.9K+ 10.65% |
$537K - $584K
|
82.1K
$5.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.89KNew |
$537K - $583K
|
7.89K
$574K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
7.85K+ 27.69% |
$534K - $580K
|
36.2K
$2.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
7.85K+ 6.62% |
$534K - $580K
|
126K
$9.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
7.79K+ 212.01% |
$530K - $575K
|
11.5K
$834K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.75KNew |
$527K - $573K
|
7.75K
$564K
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.69KNew |
$523K - $568K
|
7.69K
$559K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
7.65KNew |
$521K - $566K
|
7.65K
$557K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
7.62KNew |
$518K - $563K
|
7.62K
$554K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.6K+ 25.2% |
$517K - $562K
|
37.8K
$2.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
7.56K+ 9.33% |
$514K - $558K
|
88.5K
$6.44M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
7.55K+ 12.82% |
$513K - $558K
|
66.4K
$4.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.51KNew |
$511K - $555K
|
7.51K
$546K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.5KNew |
$510K - $554K
|
7.5K
$546K
|