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Vanguard Total Bond Market
BND

Overview Fund Activity

1,415 hedge funds and large institutions have $61.8B invested in Vanguard Total Bond Market in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 681 increasing their positions, 480 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,415
Holders Change
-24
Holders Change %
-1.67%
% of All Funds
20.51%
Holding in Top 10
239
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.42%
% of All Funds
3.46%
New
122
Increased
681
Reduced
480
Closed
123
Calls
$4.71M
Puts
$2.13M
Net Calls
+$2.58M
Net Calls Change
+$365K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$1.06B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$454M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$259M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$193M
5
FWM
FFT Wealth Management
Pennsylvania
+$103M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.7B
2
LPL Financial
LPL Financial
California
-$1.4B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.2B
4
MIS
Morningstar Investment Services
Illinois
-$627M
5
SEI Investments
SEI Investments
Pennsylvania
-$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
251
Roundview Capital
New Jersey
$15.3M +$5.98M +82,305 +64%
Lido Advisors
252
Lido Advisors
California
$15.2M -$1.84M -25,300 -11%
CST
253
Charles Schwab Trust
Nevada
$15.1M -$647K -8,913 -4%
AA
254
Atmos Advisory
Pennsylvania
$15M +$896K +12,343 +6%
TWP
255
Triad Wealth Partners
Kansas
$14.9M +$14.9M +205,353 New
IC
256
Inscription Capital
Texas
$14.9M +$5.5M +75,697 +58%
WB
257
WesBanco Bank
West Virginia
$14.7M +$759K +10,448 +5%
WLIM
258
White Lighthouse Investment Management
Massachusetts
$14.7M +$720K +9,920 +5%
XF
259
XML Financial
Maryland
$14.7M -$411K -5,660 -3%
BFEC
260
Benjamin F. Edwards & Company
Missouri
$14.6M -$581 -8 -0%
FWA
261
FOCUS Wealth Advisors
Texas
$14.6M +$698K +9,611 +5%
MFG
262
Merit Financial Group
Georgia
$14.5M +$5.75M +80,656 +66%
RPWA
263
Regent Peak Wealth Advisors
Georgia
$14.3M +$4.64M +63,876 +48%
LIM
264
Leavell Investment Management
Alabama
$14.3M +$426K +5,869 +3%
BNP Paribas Financial Markets
265
BNP Paribas Financial Markets
France
$14.2M -$8.4M -115,686 -37%
WA
266
WBH Advisory
Maryland
$14.1M +$1.34M +18,481 +11%
SPIA
267
Steward Partners Investment Advisory
New York
$14M +$1.51M +20,729 +12%
LA
268
LPF Advisors
Florida
$14M +$207K +2,851 +2%
Brown Advisory
269
Brown Advisory
Maryland
$13.9M -$51.6K -711 -0.4%
TSW
270
Thompson Siegel & Walmsley
Virginia
$13.9M +$510K +7,017 +4%
BMC
271
Bear Mountain Capital
Washington
$13.9M +$48.4K +683 +0.4%
WF
272
Whelan Financial
California
$13.8M -$1.46M -20,158 -10%
VC
273
Veery Capital
Delaware
$13.8M +$937K +12,903 +7%
FAG
274
Financial Architects (Georgia)
Georgia
$13.6M +$1.66M +22,850 +14%
GGS
275
Galvin Gaustad & Stein
Arizona
$13.6M +$581K +7,994 +4%
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