Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
22.4KNew |
$1.52M - $1.66M
|
22.4K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
22.2K+ 974.2% |
$1.51M - $1.64M
|
24.5K
$1.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
22.2K+ 300.24% |
$1.51M - $1.64M
|
29.6K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
21.8K+ 127.78% |
$1.48M - $1.61M
|
38.9K
$2.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.7K+ 28.84% |
$1.48M - $1.61M
|
97.1K
$7.04M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
21.6K+ 12.9% |
$1.47M - $1.59M
|
189K
$13.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
21.5KNew |
$1.46M - $1.59M
|
21.5K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
21.5K+ 3.1% |
$1.46M - $1.59M
|
715K
$51.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
21.5K+ 37.84% |
$1.46M - $1.59M
|
78.2K
$5.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
21.2K+ 15.53% |
$1.44M - $1.57M
|
158K
$11.4M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
20.7K+ 220.26% |
$1.41M - $1.53M
|
30.1K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
20.5KNew |
$1.4M - $1.52M
|
20.5K
$1.49M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
20.5K+ 5.73% |
$1.39M - $1.51M
|
378K
$27.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
20.4K+ 114.75% |
$1.39M - $1.51M
|
38.3K
$2.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20.3K+ 681.13% |
$1.38M - $1.5M
|
23.3K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
20.1K+ 0.16% |
$1.37M - $1.48M
|
12.8M
$925M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
19.6KNew |
$1.34M - $1.45M
|
19.6K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
19.4K+ 9.69% |
$1.32M - $1.43M
|
220K
$15.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
19.3K+ 503.54% |
$1.32M - $1.43M
|
23.2K
$1.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.3K+ 28.5% |
$1.31M - $1.42M
|
86.9K
$6.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
18.9K+ 230.43% |
$1.29M - $1.4M
|
27.1K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
18.9K+ 122.02% |
$1.29M - $1.4M
|
34.4K
$2.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
18.4K+ 22.62% |
$1.25M - $1.36M
|
99.8K
$7.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
18.3KNew |
$1.25M - $1.36M
|
18.3K
$1.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
18.2K+ 115.6% |
$1.24M - $1.35M
|
34K
$2.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
18.1K+ 2.9% |
$1.23M - $1.34M
|
643K
$46.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
BUY
|
- |
17.9K+ 38.91% |
$1.22M - $1.32M
|
64K
$4.64M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
17.8KNew |
$1.21M - $1.31M
|
17.8K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
17.6K+ 151.51% |
$1.2M - $1.3M
|
29.2K
$2.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
17.6K+ 82.86% |
$1.2M - $1.3M
|
38.8K
$2.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
17.6K+ 11.0% |
$1.2M - $1.3M
|
177K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
17.4K+ 73.6% |
$1.19M - $1.29M
|
41.1K
$2.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
17.3K+ 20.33% |
$1.18M - $1.28M
|
103K
$7.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
17.3K+ 3.8% |
$1.17M - $1.28M
|
471K
$34.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
16.9KNew |
$1.15M - $1.25M
|
16.9K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
16.7K+ 24.45% |
$1.13M - $1.23M
|
84.8K
$6.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
16.6K+ 83.33% |
$1.13M - $1.23M
|
36.6K
$2.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
16.3K+ 10.0% |
$1.11M - $1.21M
|
180K
$13M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
16.3KNew |
$1.11M - $1.2M
|
16.3K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
16.2K+ 34.06% |
$1.1M - $1.2M
|
63.8K
$4.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
16.2K+ 4.1% |
$1.1M - $1.19M
|
410K
$29.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.1K+ 6.64% |
$1.09M - $1.19M
|
258K
$18.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
16K+ 33.68% |
$1.09M - $1.18M
|
63.6K
$4.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
15.7KNew |
$1.07M - $1.16M
|
15.7K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
15.6KNew |
$1.06M - $1.15M
|
15.6K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
15.6K+ 99.83% |
$1.06M - $1.15M
|
31.2K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$1.06M - $1.15M
|
15.5K
$1.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
15.5K+ 9.63% |
$1.05M - $1.15M
|
176K
$12.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.4KNew |
$1.05M - $1.14M
|
15.4K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
15.4K+ 17.73% |
$1.05M - $1.14M
|
102K
$7.4M
|