Purchases and Sales Made in Q1 2024 in Vanguard Bd Index Fds (VUSB)
This table provides information about the institutional ownership of Vanguard Bd Index Fds (VUSB) during Q1 2024. 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 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.1K- 17.62% |
N/A
|
19.2K
$0
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.24K- 25.05% |
N/A
|
12.7K
$0
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.24K- 25.05% |
N/A
|
12.7K
$0
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.3K- 13.65% |
N/A
|
27.2K
$0
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-4.52K- 8.84% |
N/A
|
46.6K
$0
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-4.69K- 4.21% |
N/A
|
107K
$0
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-4.78K- 13.59% |
N/A
|
30.4K
$0
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-5.07K- 7.92% |
N/A
|
58.9K
$0
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.94K- 4.68% |
N/A
|
121K
$0
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-6.06K- 6.92% |
N/A
|
81.5K
$0
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-6.5K- 61.82% |
N/A
|
4.01K
$0
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.57K- 25.87% |
N/A
|
21.7K
$0
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.67K- 8.52% |
N/A
|
82.3K
$0
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-7.83K- 4.83% |
N/A
|
154K
$0
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.7K- 2.02% |
N/A
|
421K
$0
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
SELL
|
- |
-9.79K- 26.78% |
N/A
|
26.8K
$0
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-11.2K- 65.52% |
N/A
|
5.89K
$0
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.2K- 42.17% |
N/A
|
15.4K
$0
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.2K- 5.08% |
N/A
|
210K
$0
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-11.8K- 40.15% |
N/A
|
17.7K
$0
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.9K- 58.31% |
N/A
|
8.54K
$0
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.1K- 8.15% |
N/A
|
136K
$0
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-12.3K- 1.42% |
N/A
|
854K
$0
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-12.3K- 8.4% |
N/A
|
134K
$0
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-12.5K- 2.82% |
N/A
|
430K
$0
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-12.5K- 2.82% |
N/A
|
430K
$0
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.6K- 8.2% |
N/A
|
141K
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.7K- 53.46% |
N/A
|
11.9K
$0
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-15.3K- 20.86% |
N/A
|
58.1K
$0
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-15.5K- 21.46% |
N/A
|
56.7K
$0
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-16.1K- 5.52% |
N/A
|
276K
$0
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.1K- 17.24% |
N/A
|
82K
$0
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17.5K- 18.61% |
N/A
|
76.5K
$0
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.6K- 38.48% |
N/A
|
29.8K
$0
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-21.1K- 47.86% |
N/A
|
23K
$0
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-22.5K- 81.77% |
N/A
|
5.01K
$0
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-23.7K- 9.46% |
N/A
|
227K
$0
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-26.5K- 56.89% |
N/A
|
20.1K
$0
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-27.5K- 97.64% |
N/A
|
666
$0
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.3K- 17.23% |
N/A
|
136K
$0
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-33.9K- 30.8% |
N/A
|
76.2K
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.7K- 21.07% |
N/A
|
164K
$0
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-47.1K- 44.65% |
N/A
|
58.4K
$0
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-51.9K- 94.47% |
N/A
|
3.04K
$0
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-57.1K- 3.77% |
N/A
|
1.46M
$0
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-69K- 87.78% |
N/A
|
9.61K
$0
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-72.9K- 91.94% |
N/A
|
6.39K
$0
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-87.3K- 50.69% |
N/A
|
84.9K
$0
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-114K- 87.89% |
N/A
|
15.8K
$0
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-121K- 80.18% |
N/A
|
29.9K
$0
|