Purchases and Sales Made in Q1 2023 in Vanguard Bd Index Fd Inc Total (BND)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Total (BND) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC TOTAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.42% |
$927 - $969
|
3.14K
$227K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.12% |
$571 - $597
|
6.86K
$497K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
8+ 0.11% |
$571 - $597
|
7.12K
$516K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.08% |
$428 - $447
|
7.67K
$557K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4+ 0.05% |
$285 - $298
|
8.26K
$599K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.02% |
$214 - $224
|
15.3K
$1.11M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3+ 0.04% |
$214 - $224
|
6.86K
$498K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.62% |
$143 - $149
|
327
$23.7K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2New |
$143 - $149
|
2
$145
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.04% |
$143 - $149
|
4.9K
$355K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$71.3 - $74.6
|
7.12K
$516K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$71.3 - $74.6
|
399
$28.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.02% |
$71.3 - $74.6
|
99
$7.18K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 10.0% |
$71.3 - $74.6
|
11
$798
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1+ 0.03% |
$71.3 - $74.6
|
3.28K
$238K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2- -0.0% |
$143 - $149
|
53.4K
$3.87M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3- 0.01% |
$214 - $224
|
38.4K
$2.79M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-3- 0.1% |
$214 - $224
|
3K
$217K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6- 15.79% |
$428 - $447
|
32
$2.32K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-7- 0.03% |
$499 - $522
|
26.1K
$1.9M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-7- 4.86% |
$499 - $522
|
137
$9.94K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-9- 0.42% |
$642 - $671
|
2.13K
$154K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-10- 0.39% |
$713 - $746
|
2.54K
$184K
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-10- 0.07% |
$713 - $746
|
13.6K
$987K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-14- 1.27% |
$999 - $1.04K
|
1.09K
$79.2K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-14- 0.41% |
$999 - $1.04K
|
3.38K
$245K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-15- 0.18% |
$1.07K - $1.12K
|
8.35K
$606K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-15- 0.4% |
$1.07K - $1.12K
|
3.7K
$268K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-16- 1.19% |
$1.14K - $1.19K
|
1.32K
$96K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-17- 0.34% |
$1.21K - $1.27K
|
4.92K
$357K
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-19- -0.0% |
$1.36K - $1.42K
|
413K
$29.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-22- 0.09% |
$1.57K - $1.64K
|
23.6K
$1.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-25- 0.34% |
$1.78K - $1.86K
|
7.35K
$533K
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-27- 0.97% |
$1.93K - $2.01K
|
2.76K
$200K
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-28- 0.64% |
$2K - $2.09K
|
4.35K
$316K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-29- 0.05% |
$2.07K - $2.16K
|
62.3K
$4.52M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-34- 0.21% |
$2.43K - $2.54K
|
16.5K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-39- 0.27% |
$2.78K - $2.91K
|
14.2K
$1.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-42- 0.72% |
$3K - $3.13K
|
5.82K
$422K
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-50- 0.19% |
$3.57K - $3.73K
|
26.5K
$1.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-52- 0.9% |
$3.71K - $3.88K
|
5.76K
$417K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-53- 0.96% |
$3.78K - $3.95K
|
5.48K
$398K
|
|
|
Apr 13, 2023
Q1 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-54- 0.41% |
$3.85K - $4.03K
|
13.1K
$952K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-55- 66.27% |
$3.92K - $4.1K
|
28
$2.03K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-68- 2.3% |
$4.85K - $5.07K
|
2.89K
$209K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-70- 2.05% |
$4.99K - $5.22K
|
3.35K
$243K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-74- 0.21% |
$5.28K - $5.52K
|
35K
$2.54M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-75- 1.21% |
$5.35K - $5.59K
|
6.15K
$446K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-76- 0.33% |
$5.42K - $5.67K
|
22.7K
$1.65M
|