Purchases and Sales Made in Q4 2023 in Vanguard Bd Index Fds (VUSB)
This table provides information about the institutional ownership of Vanguard Bd Index Fds (VUSB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
992K+ 6.7% |
N/A
|
15.8M
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
681K+ 81.83% |
N/A
|
1.51M
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
578K+ 114.0% |
N/A
|
1.09M
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
251KNew |
N/A
|
251K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
250K+ 5880.12% |
N/A
|
254K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
249K+ 142.69% |
N/A
|
423K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
185KNew |
N/A
|
185K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
171KNew |
N/A
|
171K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
137K+ 54.47% |
N/A
|
388K
$0
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
130KNew |
N/A
|
130K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
126K+ 41.64% |
N/A
|
430K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
126KNew |
N/A
|
126K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
93.1K+ 72.72% |
N/A
|
221K
$0
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
92.2KNew |
N/A
|
92.2K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
91.2K+ 437.29% |
N/A
|
112K
$0
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
88.5K+ 24.99% |
N/A
|
442K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
79.6KNew |
N/A
|
79.6K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
71.5K+ 5.23% |
N/A
|
1.44M
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
65.7KNew |
N/A
|
65.7K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
55.4K+ 167.83% |
N/A
|
88.4K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
54.2KNew |
N/A
|
54.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
50.2KNew |
N/A
|
50.2K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
48.3K+ 76.68% |
N/A
|
111K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
46.5K+ 56.89% |
N/A
|
128K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
45.6K+ 248.11% |
N/A
|
64K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
45.5KNew |
N/A
|
45.5K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.2K+ 19.2% |
N/A
|
256K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41.1K+ 36.42% |
N/A
|
154K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.1K+ 80.48% |
N/A
|
90K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
32.1K+ 194.46% |
N/A
|
48.6K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
30KNew |
N/A
|
30K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
29.9K+ 0.69% |
N/A
|
4.36M
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
29.5KNew |
N/A
|
29.5K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
29.1K+ 24.76% |
N/A
|
147K
$0
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
27.5K+ 4135.44% |
N/A
|
28.2K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
27.5KNew |
N/A
|
27.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.3K+ 4.05% |
N/A
|
624K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.5KNew |
N/A
|
22.5K
$0
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
21.9KNew |
N/A
|
21.9K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20.1K+ 13.87% |
N/A
|
165K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
19.2K+ 110.2% |
N/A
|
36.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.1K+ 96.28% |
N/A
|
34.9K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
14.6KNew |
N/A
|
14.6K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
13.4K+ 4.81% |
N/A
|
292K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.9K+ 5.49% |
N/A
|
248K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
12.7K+ 19.89% |
N/A
|
76.7K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12.3K+ 2.85% |
N/A
|
442K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.9KNew |
N/A
|
11.9K
$0
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.8K+ 12.9% |
N/A
|
104K
$0
|