Latest Institutional Transactions on Vanguard Bd Index Fds (VUSB)
This table provides information on the latest institutional transactions involving Vanguard Bd Index Fds (VUSB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-1.33K- 1.2% |
N/A
|
110K
$0
|
|
Q1 2023 | |||||||
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-2.04K- 25.99% |
N/A
|
5.81K
$0
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
28.1KNew |
N/A
|
28.1K
$0
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-1K- 19.17% |
N/A
|
4.23K
$0
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-4.92K- 40.76% |
N/A
|
7.15K
$0
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.14K- 44.32% |
N/A
|
5.2K
$0
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-189- 1.96% |
N/A
|
9.47K
$0
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.23K- 6.15% |
N/A
|
18.7K
$0
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.6K- 14.15% |
N/A
|
27.9K
$0
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
9.75KNew |
N/A
|
9.75K
$0
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-2.04K- 25.99% |
N/A
|
5.81K
$0
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-133- 0.2% |
N/A
|
65K
$0
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-468- 1.89% |
N/A
|
24.3K
$0
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.62KNew |
N/A
|
4.62K
$0
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.02K+ 17.56% |
N/A
|
6.81K
$0
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
N/A
|
5K
$0
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
24.7K+ 887.9% |
N/A
|
27.5K
$0
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.3KNew |
N/A
|
13.3K
$0
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-507- 7.13% |
N/A
|
6.6K
$0
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
3.16K+ 8.27% |
N/A
|
41.3K
$0
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.98K- 8.18% |
N/A
|
22.2K
$0
|
|
Q4 2022 | |||||||
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4.25KNew |
N/A
|
4.25K
$0
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.78KNew |
N/A
|
6.78K
$0
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.09KNew |
N/A
|
4.09K
$0
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.85MNew |
N/A
|
1.85M
$0
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
8.73KNew |
N/A
|
8.73K
$0
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-14.4K- 77.86% |
N/A
|
4.09K
$0
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
12.8KNew |
N/A
|
12.8K
$0
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-398- 8.71% |
N/A
|
4.17K
$0
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
890New |
N/A
|
890
$0
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
8.37K+ 185.65% |
N/A
|
12.9K
$0
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-1.15K- 32.07% |
N/A
|
2.44K
$0
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2.04KNew |
N/A
|
2.04K
$0
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$0
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
24.2KNew |
N/A
|
24.2K
$0
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6.85KNew |
N/A
|
6.85K
$0
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
13.5KNew |
N/A
|
13.5K
$0
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-8.95KClosed |
N/A
|
0
$0
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.39K- 12.05% |
N/A
|
17.5K
$0
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-40- 52.63% |
N/A
|
36
$0
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5KNew |
N/A
|
5K
$0
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.7K- 24.11% |
N/A
|
8.5K
$0
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-86K- 48.56% |
N/A
|
91.2K
$0
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-28.1K- 60.31% |
N/A
|
18.5K
$0
|
|
Q3 2022 | |||||||
May 05, 2025
Q3 2022
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-15.6KClosed |
N/A
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.33K- 1.33% |
N/A
|
396K
$0
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-30.7K- 38.78% |
N/A
|
48.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-143K- 99.68% |
N/A
|
458
$0
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
18+ 0.3% |
N/A
|
6.08K
$0
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
214+ 0.78% |
N/A
|
27.8K
$0
|