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Vanguard Total Bond Market
BND

Overview Fund Activity

1,270 hedge funds and large institutions have $56.9B invested in Vanguard Total Bond Market in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 603 increasing their positions, 425 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
20.25%
Holding in Top 10
206
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.64%
% of All Funds
3.28%
New
118
Increased
603
Reduced
425
Closed
99
Calls
$4.8M
Puts
$1.46M
Net Calls
+$3.33M
Net Calls Change
-$1.46M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.39B
2
Creative Planning
Creative Planning
Kansas
+$405M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$375M
4
Charles Schwab
Charles Schwab
California
+$200M
5
LPL Financial
LPL Financial
California
+$173M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$762M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$247M
3
OPAM
Ocean Park Asset Management
California
-$243M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$160M
5
PG
Prostatis Group
Maryland
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
251
Blume Capital Management
California
$13.3M +$13.3M +190,573 New
FTS
252
Fifth Third Securities
Ohio
$13.2M +$4.24M +60,746 +47%
CC
253
Courier Capital
New York
$13.2M +$8.33M +119,363 +171%
AWA
254
Aletheian Wealth Advisors
Washington
$13.2M +$522K +7,485 +4%
BTIM
255
BancFirst Trust & Investment Management
Oklahoma
$13M +$13M +185,623 New
PGFC
256
Peapack-Gladstone Financial Corp
New Jersey
$12.8M -$2.22M -31,750 -15%
R
257
Rebalance
California
$12.7M +$511K +7,325 +4%
BCI
258
Brinker Capital Investments
Pennsylvania
$12.6M -$571K -8,187 -4%
OPS
259
Orion Portfolio Solutions
Nebraska
$12.6M -$571K -8,187 -4%
KIM
260
Karpus Investment Management
New York
$12.5M -$1.57M -22,490 -11%
FWA
261
FOCUS Wealth Advisors
Texas
$12.5M -$107K -1,531 -0.8%
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$12.1M -$1.4M -20,050 -10%
SIA
263
Sovereign Investment Advisors
Arizona
$12.1M +$114K +1,628 +0.9%
FHC
264
First Heartland Consultants
Missouri
$12M +$2.43M +34,895 +25%
MAS
265
Meeder Advisory Services
Ohio
$12M +$571K +8,189 +5%
TSW
266
Thompson Siegel & Walmsley
Virginia
$12M +$3.57M +51,142 +42%
HW
267
Hamilton Wealth
California
$11.9M +$5.44M +78,005 +84%
JWA
268
JFS Wealth Advisors
Pennsylvania
$11.9M -$208K -2,981 -2%
NEWAS
269
N.E.W. Advisory Services
Wisconsin
$11.7M +$1.03M +14,710 +10%
GWP
270
Gateway Wealth Partners
Wisconsin
$11.7M +$32.7K +469 +0.3%
AI
271
Atria Investments
North Carolina
$11.6M +$1.33M +19,028 +13%
DB
272
Dravo Bay
Delaware
$11.5M +$500K +7,164 +5%
CIM
273
Cambria Investment Management
California
$11.4M -$245K -3,522 -2%
GGS
274
Galvin Gaustad & Stein
Arizona
$11.4M +$1.71M +24,528 +18%
AIMC
275
Alley Investment Management Company
Illinois
$11.4M -$62.6K -897 -0.5%
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