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 |
---|---|---|---|---|---|---|---|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.07K+ 8.75% |
N/A
|
25.7K
$0
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2K+ 22.15% |
N/A
|
11K
$0
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.75K+ 9.94% |
N/A
|
19.4K
$0
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$0
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.45K+ 5.72% |
N/A
|
26.8K
$0
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
1.38K+ 8.29% |
N/A
|
18.1K
$0
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.33K+ 11.74% |
N/A
|
12.7K
$0
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.32K+ 20.94% |
N/A
|
7.64K
$0
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1.2K+ 2.03% |
N/A
|
60.1K
$0
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.16KNew |
N/A
|
1.16K
$0
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.01K+ 0.45% |
N/A
|
226K
$0
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
872+ 3.22% |
N/A
|
28K
$0
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
775+ 11.53% |
N/A
|
7.5K
$0
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
717New |
N/A
|
717
$0
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
684+ 1.38% |
N/A
|
50.2K
$0
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
510+ 8.68% |
N/A
|
6.39K
$0
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
500+ 8.5% |
N/A
|
6.38K
$0
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
421+ 9.33% |
N/A
|
4.93K
$0
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
403New |
N/A
|
403
$0
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
N/A
|
400
$0
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
321New |
N/A
|
321
$0
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
315+ 6.38% |
N/A
|
5.25K
$0
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
306New |
N/A
|
306
$0
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
264+ 1.67% |
N/A
|
16K
$0
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
254+ 3.17% |
N/A
|
8.27K
$0
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
225+ 0.11% |
N/A
|
207K
$0
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
217+ 1.0% |
N/A
|
21.9K
$0
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
200+ 40.0% |
N/A
|
700
$0
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
163+ 0.43% |
N/A
|
38.1K
$0
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
114New |
N/A
|
114
$0
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
96+ 0.89% |
N/A
|
10.9K
$0
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
95+ 0.26% |
N/A
|
36.5K
$0
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
95+ 1.99% |
N/A
|
4.88K
$0
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
67+ 0.81% |
N/A
|
8.35K
$0
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
64+ 0.15% |
N/A
|
44.2K
$0
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
57+ 0.42% |
N/A
|
13.7K
$0
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
52+ 1.69% |
N/A
|
3.14K
$0
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
38+ 0.09% |
N/A
|
44.6K
$0
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
31New |
N/A
|
31
$0
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
27New |
N/A
|
27
$0
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 1.65% |
N/A
|
924
$0
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
13+ 0.19% |
N/A
|
6.75K
$0
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
7+ 0.06% |
N/A
|
11.5K
$0
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 2.41% |
N/A
|
85
$0
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.0% |
N/A
|
104K
$0
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.0% |
N/A
|
104K
$0
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 0.67% |
N/A
|
150
$0
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-25- 0.06% |
N/A
|
40.2K
$0
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-50- 0.07% |
N/A
|
69.2K
$0
|