Purchases and Sales Made in Q1 2023 in Vanguard Bd Index Fds (VUSB)
This table provides information about the institutional ownership of Vanguard Bd Index Fds (VUSB) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FDS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.1K+ 7.09% |
N/A
|
153K
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.77K+ 46.24% |
N/A
|
30.9K
$0
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
9.75KNew |
N/A
|
9.75K
$0
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
9.69K+ 31.89% |
N/A
|
40.1K
$0
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.28K+ 89.74% |
N/A
|
19.6K
$0
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9.27K+ 150.35% |
N/A
|
15.4K
$0
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
9K+ 41.48% |
N/A
|
30.7K
$0
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
8.69K+ 13.45% |
N/A
|
73.3K
$0
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8.41K+ 832.87% |
N/A
|
9.42K
$0
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
7.98K+ 16.7% |
N/A
|
55.7K
$0
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
7.94KNew |
N/A
|
7.94K
$0
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7.36K+ 31.48% |
N/A
|
30.7K
$0
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.12K+ 144.92% |
N/A
|
12K
$0
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
7.11KNew |
N/A
|
7.11K
$0
|
|
May 08, 2023
Q1 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
6.83KNew |
N/A
|
6.83K
$0
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6.82K+ 158.26% |
N/A
|
11.1K
$0
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
6.66K+ 25.27% |
N/A
|
33K
$0
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
6.64K+ 22.9% |
N/A
|
35.6K
$0
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.52KNew |
N/A
|
6.52K
$0
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
6KNew |
N/A
|
6K
$0
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.59K+ 0.73% |
N/A
|
766K
$0
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
5.53K+ 36.99% |
N/A
|
20.5K
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.08K+ 10.66% |
N/A
|
52.7K
$0
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
N/A
|
5K
$0
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.94K+ 8.59% |
N/A
|
62.5K
$0
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.9K+ 526.34% |
N/A
|
5.83K
$0
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.63K+ 110.12% |
N/A
|
8.83K
$0
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.62KNew |
N/A
|
4.62K
$0
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4.5KNew |
N/A
|
4.5K
$0
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
4.47K+ 2.82% |
N/A
|
163K
$0
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
4.26KNew |
N/A
|
4.26K
$0
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.25KNew |
N/A
|
4.25K
$0
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.68KNew |
N/A
|
3.68K
$0
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.64K+ 9.37% |
N/A
|
42.5K
$0
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.46K+ 4.93% |
N/A
|
73.6K
$0
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.22K+ 223.13% |
N/A
|
4.67K
$0
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
3.16K+ 8.27% |
N/A
|
41.3K
$0
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.83K+ 23.88% |
N/A
|
14.7K
$0
|
|
Apr 21, 2023
Q1 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.71K+ 5.89% |
N/A
|
48.7K
$0
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
2.42K+ 10.46% |
N/A
|
25.6K
$0
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.31KNew |
N/A
|
2.31K
$0
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.25K+ 79.71% |
N/A
|
5.07K
$0
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.2K+ 0.75% |
N/A
|
297K
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.2K+ 2.94% |
N/A
|
76.9K
$0
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2K+ 8.18% |
N/A
|
26.4K
$0
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.93K+ 1.36% |
N/A
|
144K
$0
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.82K+ 15.34% |
N/A
|
13.7K
$0
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.74K+ 8.0% |
N/A
|
23.4K
$0
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
1.72K+ 3.4% |
N/A
|
52.4K
$0
|