Latest Institutional Transactions on Vanguard Bd Index Fd Inc Total (BND)
This table provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Total (BND) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
152K+ 21.62% |
$10.9M - $11.3M
|
853K
$61.8M
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
2.3KNew |
$166K - $171K
|
2.3K
$167K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-165- 60.89% |
$11.9K - $12.3K
|
106
$7.69K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-130- 44.67% |
$9.39K - $9.68K
|
161
$11.7K
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.51M+ 299.4% |
$181M - $187M
|
3.34M
$243M
|
|
Jul 28, 2023
Q2 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
11.1KNew |
$801K - $825K
|
11.1K
$804K
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
3.43KNew |
$248K - $256K
|
3.43K
$249K
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
9.92KNew |
$716K - $738K
|
9.92K
$719K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3.26K+ 298.9% |
$236K - $243K
|
4.36K
$316K
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.71K+ 15.37% |
$124K - $128K
|
12.9K
$933K
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-10- 0.11% |
$722 - $745
|
9.08K
$659K
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
6.3KNew |
$455K - $469K
|
6.3K
$457K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
17+ 0.72% |
$1.23K - $1.27K
|
2.38K
$173K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16- 50.0% |
$1.16K - $1.19K
|
16
$1.16K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
10.1KNew |
$731K - $753K
|
10.1K
$734K
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
9.32K+ 65.09% |
$673K - $694K
|
23.6K
$1.71M
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-4.45K- 58.27% |
$321K - $331K
|
3.19K
$231K
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
3.06KNew |
$221K - $227K
|
3.06K
$222K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.67K- 84.32% |
$120K - $124K
|
310
$22.5K
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.45K- 45.75% |
$177K - $182K
|
2.91K
$211K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-217- 40.94% |
$15.7K - $16.2K
|
313
$22.7K
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
3.82KNew |
$276K - $284K
|
3.82K
$277K
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
5.61KNew |
$405K - $418K
|
5.61K
$407K
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.16KNew |
$301K - $310K
|
4.16K
$302K
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-19.4K- 59.61% |
$1.4M - $1.45M
|
13.2K
$954K
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
166+ 2.56% |
$12K - $12.4K
|
6.65K
$483K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
848New |
$61.3K - $63.1K
|
848
$61.5K
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$72.2 - $74.5
|
2.78K
$202K
|
|
Jul 14, 2023
Q2 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-3.11K- 37.92% |
$224K - $231K
|
5.09K
$369K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
150+ 70.42% |
$10.8K - $11.2K
|
363
$26.3K
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-344- 0.64% |
$24.8K - $25.6K
|
53K
$3.85M
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
540New |
$39K - $40.2K
|
540
$39.2K
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-82- 1.85% |
$5.92K - $6.11K
|
4.34K
$315K
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
BUY
|
- |
5.8KNew |
$419K - $432K
|
5.8K
$420K
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1- 0.71% |
$72.2 - $74.5
|
139
$10.1K
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
10.1KNew |
$727K - $749K
|
10.1K
$730K
|
|
Q1 2023 | |||||||
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
80New |
$5.71K - $5.97K
|
80
$5.8K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-221Closed |
$15.8K - $16.5K
|
0
$0
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-389- 2.57% |
$27.7K - $29K
|
14.8K
$1.07M
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
4.68KNew |
$333K - $349K
|
4.68K
$339K
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.3K- 1.87% |
$93K - $97.2K
|
68.5K
$4.97M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.97KNew |
$212K - $221K
|
2.97K
$215K
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-572- 9.06% |
$40.8K - $42.7K
|
5.74K
$416K
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.48K+ 31.05% |
$248K - $260K
|
14.7K
$1.07M
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-940- 24.26% |
$67.1K - $70.1K
|
2.94K
$213K
|
|
May 15, 2023
Q1 2023
|
Hernani LP
St. Helier, Y9 |
SELL
|
- |
-13.2K- 6.31% |
$938K - $981K
|
195K
$14.2M
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
10.6KNew |
$753K - $787K
|
10.6K
$765K
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
4.32K+ 103.16% |
$308K - $322K
|
8.5K
$616K
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.76KNew |
$125K - $131K
|
1.76K
$128K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.75KNew |
$196K - $205K
|
2.75K
$200K
|