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 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-57.1K- 70.74% |
N/A
|
23.6K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
SELL
|
- |
-58.9K- 59.1% |
N/A
|
40.8K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-63.1K- 91.02% |
N/A
|
6.22K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-63.8K- 5.81% |
N/A
|
1.03M
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-64.3K- 29.98% |
N/A
|
150K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-65.8K- 31.34% |
N/A
|
144K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-85.7K- 93.87% |
N/A
|
5.6K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-90.1K- 37.41% |
N/A
|
151K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-161K- 79.82% |
N/A
|
40.7K
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-168K- 54.06% |
N/A
|
143K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-241K- 82.91% |
N/A
|
49.8K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-277K- 94.88% |
N/A
|
15K
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-431K- 96.22% |
N/A
|
16.9K
$0
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-893K- 87.54% |
N/A
|
127K
$0
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.12M- 16.48% |
N/A
|
15.8M
$0
|