Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
150KNew |
$10.8M - $11.2M
|
150K
$10.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
130K+ 126.69% |
$9.42M - $9.72M
|
233K
$16.9M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
128K+ 213.73% |
$9.27M - $9.56M
|
188K
$13.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
128K+ 78.97% |
$9.22M - $9.5M
|
289K
$21M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
127K+ 39.07% |
$9.17M - $9.45M
|
452K
$32.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
127K+ 114.46% |
$9.14M - $9.42M
|
237K
$17.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
124K+ 7.21% |
$8.97M - $9.25M
|
1.85M
$134M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
124K+ 66.64% |
$8.93M - $9.2M
|
309K
$22.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
123KNew |
$8.91M - $9.19M
|
123K
$8.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
116K+ 8.67% |
$8.36M - $8.62M
|
1.45M
$105M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
115K+ 16.76% |
$8.3M - $8.55M
|
800K
$58M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
114K+ 6.96% |
$8.22M - $8.47M
|
1.75M
$127M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110K+ 4.4% |
$7.97M - $8.21M
|
2.61M
$190M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
110K+ 32.88% |
$7.92M - $8.16M
|
443K
$32.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
109K+ 117.89% |
$7.9M - $8.15M
|
202K
$14.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
108K+ 7.31% |
$7.81M - $8.05M
|
1.59M
$115M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
104K+ 11.68% |
$7.48M - $7.71M
|
990K
$71.8M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
101K+ 4.52% |
$7.32M - $7.54M
|
2.34M
$170M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
95.3K+ 4.23% |
$6.88M - $7.1M
|
2.35M
$170M
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
BUY
|
- |
92.6KNew |
$6.69M - $6.89M
|
92.6K
$6.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
92.3K+ 8.45% |
$6.67M - $6.87M
|
1.18M
$85.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
BUY
|
- |
90.5K+ 57.02% |
$6.54M - $6.74M
|
249K
$18.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
90.2K+ 107.4% |
$6.52M - $6.72M
|
174K
$12.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
90.2K+ 79.45% |
$6.51M - $6.71M
|
204K
$14.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
89.2K+ 2786.63% |
$6.44M - $6.64M
|
92.4K
$6.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
86.1K+ 10.24% |
$6.22M - $6.41M
|
927K
$67.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
84.5K+ 522.13% |
$6.1M - $6.29M
|
101K
$7.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
83.3KNew |
$6.01M - $6.2M
|
83.3K
$6.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
82.9K+ 876.73% |
$5.99M - $6.17M
|
92.4K
$6.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
80.9KNew |
$5.84M - $6.03M
|
80.9K
$5.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
79.9K+ 8.6% |
$5.77M - $5.95M
|
1.01M
$73.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
79.6K+ 96.19% |
$5.75M - $5.93M
|
162K
$11.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
76.6KNew |
$5.53M - $5.7M
|
76.6K
$5.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
75.3K+ 16.02% |
$5.44M - $5.61M
|
545K
$39.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
75K+ 835.9% |
$5.42M - $5.58M
|
84K
$6.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
71.8K+ 37.0% |
$5.19M - $5.35M
|
266K
$19.3M
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
69.3KNew |
$5.01M - $5.16M
|
69.3K
$5.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
67.4KNew |
$4.87M - $5.02M
|
67.4K
$4.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
66.9K+ 5.95% |
$4.83M - $4.98M
|
1.19M
$86.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
64.8K+ 10.93% |
$4.68M - $4.82M
|
657K
$47.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.8K+ 3.83% |
$4.46M - $4.6M
|
1.67M
$121M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
61.2K+ 1386.41% |
$4.42M - $4.56M
|
65.6K
$4.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
61.2K+ 15.92% |
$4.42M - $4.56M
|
445K
$32.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
60.9K+ 1.26% |
$4.4M - $4.54M
|
4.9M
$356M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
60.7K+ 28.66% |
$4.38M - $4.52M
|
272K
$19.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
60.5K+ 646.23% |
$4.37M - $4.51M
|
69.9K
$5.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
59.5K+ 34.48% |
$4.3M - $4.43M
|
232K
$16.8M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
59.1K+ 389.78% |
$4.27M - $4.4M
|
74.3K
$5.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
59K+ 0.66% |
$4.26M - $4.39M
|
9.05M
$657M
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
54.6K+ 10.45% |
$3.94M - $4.06M
|
577K
$41.8M
|