Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-82.9K- 12.89% |
$5.95M - $6.11M
|
560K
$40.6M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-83.5K- 5.67% |
$6M - $6.15M
|
1.39M
$101M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-84.7K- 51.55% |
$6.08M - $6.24M
|
79.7K
$5.78M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-84.9K- 90.57% |
$6.09M - $6.25M
|
8.84K
$641K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-84.9K- 37.86% |
$6.09M - $6.25M
|
139K
$10.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-98.5K- 37.69% |
$7.07M - $7.25M
|
163K
$11.8M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-99.9K- 91.68% |
$7.17M - $7.36M
|
9.07K
$658K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-100K- 5.59% |
$7.19M - $7.38M
|
1.69M
$123M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-106K- 97.45% |
$7.64M - $7.84M
|
2.79K
$202K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-115K- 46.34% |
$8.24M - $8.45M
|
133K
$9.64M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-115K- 20.23% |
$8.24M - $8.46M
|
453K
$32.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-119K- 12.49% |
$8.55M - $8.78M
|
835K
$60.6M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-127K- 13.62% |
$9.12M - $9.37M
|
807K
$58.5M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-134K- 94.57% |
$9.62M - $9.88M
|
7.71K
$559K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-138K- 49.19% |
$9.91M - $10.2M
|
143K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-138K- 87.49% |
$9.93M - $10.2M
|
19.8K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-139K- 3.93% |
$9.94M - $10.2M
|
3.38M
$245M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-144K- 6.71% |
$10.3M - $10.6M
|
2M
$145M
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-162K- 77.08% |
$11.6M - $11.9M
|
48.1K
$3.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-166K- 54.01% |
$11.9M - $12.3M
|
142K
$10.3M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-170K- 91.72% |
$12.2M - $12.5M
|
15.4K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-176K- 66.88% |
$12.6M - $12.9M
|
87K
$6.31M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-205KClosed |
$14.7M - $15.1M
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-216K- 64.23% |
$15.5M - $15.9M
|
120K
$8.73M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-222K- 95.51% |
$15.9M - $16.4M
|
10.4K
$757K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-223K- 39.51% |
$16M - $16.4M
|
341K
$24.8M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-237K- 92.06% |
$17M - $17.4M
|
20.4K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-243K- 8.41% |
$17.4M - $17.9M
|
2.64M
$192M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-282K- 68.26% |
$20.2M - $20.7M
|
131K
$9.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-315K- 8.08% |
$22.6M - $23.2M
|
3.59M
$260M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-343K- 84.91% |
$24.6M - $25.3M
|
61K
$4.42M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-398K- 98.87% |
$28.6M - $29.3M
|
4.55K
$330K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-488K- 90.32% |
$35M - $35.9M
|
52.3K
$3.79M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-652K- 22.49% |
$46.8M - $48M
|
2.25M
$163M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-664K- 13.6% |
$47.7M - $48.9M
|
4.22M
$306M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-699K- 65.93% |
$50.1M - $51.5M
|
361K
$26.2M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-717K- 4.67% |
$51.4M - $52.8M
|
14.6M
$1.06B
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-743K- 15.56% |
$53.3M - $54.7M
|
4.03M
$292M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-791K- 96.02% |
$56.8M - $58.3M
|
32.8K
$2.38M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.09M- 96.49% |
$78.4M - $80.5M
|
39.8K
$2.88M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.18M- 45.56% |
$84.9M - $87.1M
|
1.41M
$103M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.4M- 32.05% |
$101M - $103M
|
2.97M
$216M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.5M- 41.93% |
$108M - $110M
|
2.08M
$151M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.58M- 7.85% |
$113M - $116M
|
18.5M
$1.34B
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.25M- 11.64% |
$305M - $313M
|
32.2M
$2.34B
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.38M- 26.88% |
$315M - $323M
|
11.9M
$865M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.62M- 48.16% |
$619M - $635M
|
9.28M
$673M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.17M- 10.29% |
$658M - $675M
|
79.9M
$5.79B
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.5M- 17.09% |
$1.18B - $1.21B
|
79.9M
$5.79B
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.3M- 56.45% |
$1.39B - $1.42B
|
14.9M
$1.08B
|