Purchases and Sales Made in Q4 2024 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 2024. 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 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-94.9K- 23.52% |
$6.81M - $7.13M
|
309K
$22.5M
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-96.7K- 93.06% |
$6.94M - $7.26M
|
7.21K
$525K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-97.2K- 69.96% |
$6.97M - $7.3M
|
41.7K
$3.04M
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-110K- 65.17% |
$7.91M - $8.28M
|
58.9K
$4.29M
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-115K- 91.98% |
$8.26M - $8.65M
|
10K
$731K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-161K- 67.32% |
$11.6M - $12.1M
|
78.3K
$5.7M
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-169K- 41.47% |
$12.1M - $12.7M
|
239K
$17.4M
|
|
Feb 13, 2025
Q4 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-170K- 73.76% |
$12.2M - $12.8M
|
60.5K
$4.4M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-178K- 95.97% |
$12.8M - $13.4M
|
7.48K
$544K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-182K- 23.61% |
$13M - $13.6M
|
587K
$42.7M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-231K- 50.9% |
$16.6M - $17.3M
|
223K
$16.2M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-294K- 96.96% |
$21.1M - $22.1M
|
9.22K
$671K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-329K- 15.53% |
$23.6M - $24.7M
|
1.79M
$130M
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-347K- 82.29% |
$24.9M - $26M
|
74.6K
$5.43M
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-447K- 52.99% |
$32.1M - $33.6M
|
396K
$28.8M
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-474K- 90.15% |
$34M - $35.6M
|
51.8K
$3.77M
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-476K- 98.99% |
$34.1M - $35.7M
|
4.86K
$354K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-697K- 90.75% |
$50M - $52.4M
|
71.1K
$5.17M
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-699K- 91.54% |
$50.1M - $52.5M
|
64.6K
$4.7M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-711K- 10.19% |
$51M - $53.4M
|
6.27M
$456M
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-787K- 25.21% |
$56.5M - $59.1M
|
2.33M
$170M
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-994K- 23.42% |
$71.3M - $74.6M
|
3.25M
$236M
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.06M- 81.58% |
$76M - $79.6M
|
239K
$17.4M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.14M- 98.89% |
$81.9M - $85.8M
|
12.9K
$936K
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.26M- 98.61% |
$90.4M - $94.6M
|
17.8K
$1.29M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.78M- 98.28% |
$199M - $209M
|
48.6K
$3.54M
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-5.18M- 98.35% |
$372M - $389M
|
86.9K
$6.33M
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.96M- 81.62% |
$571M - $598M
|
1.79M
$130M
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-28.4M- 96.88% |
$2.04B - $2.13B
|
915K
$66.6M
|