Purchases and Sales Made in Q3 2023 in Vanguard Bd Index Fds (VUSB)
This table provides information about the institutional ownership of Vanguard Bd Index Fds (VUSB) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.23K- 7.13% |
N/A
|
16.1K
$0
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.26K- 17.0% |
N/A
|
6.14K
$0
|
|
Nov 14, 2023
Q3 2023
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-1.35K- 2.64% |
N/A
|
49.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.45K- 19.73% |
N/A
|
5.9K
$0
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
SELL
|
- |
-1.84K- 28.94% |
N/A
|
4.51K
$0
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.92K- 51.89% |
N/A
|
1.78K
$0
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.97K- 14.79% |
N/A
|
11.4K
$0
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-2.03K- 2.37% |
N/A
|
83.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.05K- 10.34% |
N/A
|
17.8K
$0
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-2.2K- 4.74% |
N/A
|
44.1K
$0
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.21K- 31.8% |
N/A
|
4.73K
$0
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.29K- 5.76% |
N/A
|
37.5K
$0
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.37K- 23.23% |
N/A
|
7.83K
$0
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-2.77K- 37.5% |
N/A
|
4.62K
$0
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.8K- 15.41% |
N/A
|
15.4K
$0
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.81K- 7.17% |
N/A
|
36.4K
$0
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.9K- 13.36% |
N/A
|
18.8K
$0
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.17K- 4.37% |
N/A
|
69.3K
$0
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.3K- 5.35% |
N/A
|
58.3K
$0
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.41K- 61.52% |
N/A
|
2.13K
$0
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.72K- 21.36% |
N/A
|
13.7K
$0
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-4K- 3.88% |
N/A
|
99.2K
$0
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-4.26K- 40.48% |
N/A
|
6.26K
$0
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.38K- 4.58% |
N/A
|
91.3K
$0
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.45K- 29.68% |
N/A
|
10.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.87K- 35.01% |
N/A
|
9.04K
$0
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-4.9K- 3.72% |
N/A
|
127K
$0
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-5.41K- 23.3% |
N/A
|
17.8K
$0
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.47K- 2.28% |
N/A
|
235K
$0
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-5.58K- 19.11% |
N/A
|
23.6K
$0
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-5.65K- 19.91% |
N/A
|
22.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.8K- 12.67% |
N/A
|
40K
$0
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.97K- 24.1% |
N/A
|
18.8K
$0
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.21K- 14.07% |
N/A
|
37.9K
$0
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.42K- 43.99% |
N/A
|
8.17K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-6.46K- 14.3% |
N/A
|
38.7K
$0
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6.68K- 8.21% |
N/A
|
74.7K
$0
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.73K- 13.47% |
N/A
|
43.2K
$0
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-6.75K- 24.88% |
N/A
|
20.4K
$0
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-6.95K- 32.66% |
N/A
|
14.3K
$0
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-7.09K- 49.95% |
N/A
|
7.1K
$0
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-7.66K- 20.11% |
N/A
|
30.4K
$0
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-7.73K- 1.0% |
N/A
|
762K
$0
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-8.1K- 25.51% |
N/A
|
23.6K
$0
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.38K- 5.1% |
N/A
|
156K
$0
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-8.84K- 12.14% |
N/A
|
64K
$0
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-9.7K- 8.95% |
N/A
|
98.7K
$0
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-10.8K- 62.53% |
N/A
|
6.5K
$0
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-11K- 9.24% |
N/A
|
108K
$0
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-11.1K- 9.98% |
N/A
|
99.8K
$0
|