BND icon

Vanguard Total Bond Market
BND

Overview Fund Activity

1,439 hedge funds and large institutions have $65.5B invested in Vanguard Total Bond Market in 2023 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 614 increasing their positions, 448 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+169
Holders Change %
+13.31%
% of All Funds
21.09%
Holding in Top 10
238
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+15.53%
% of All Funds
3.49%
New
277
Increased
614
Reduced
448
Closed
84
Calls
$4.82M
Puts
$2.6M
Net Calls
+$2.22M
Net Calls Change
-$1.12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.41B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$785M
3
MIS
Morningstar Investment Services
Illinois
+$625M
4
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$450M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$426M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$5.19B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$701M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$453M
4
US Bancorp
US Bancorp
Minnesota
-$218M
5
G
GenTrust
Florida
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
301
Soltis Investment Advisors
Utah
$12.1M +$6.5M +88,327 +116%
EPM
302
Elm Partners Management
Pennsylvania
$12.1M -$2.7M -36,683 -18%
PP
303
PDS Planning
Ohio
$12M +$2.65M +36,051 +28%
DB
304
Dravo Bay
Delaware
$12M -$88.6K -1,204 -0.7%
BCM
305
Blume Capital Management
California
$12M -$2.06M -27,990 -15%
AWA
306
Acorn Wealth Advisors
Michigan
$11.9M +$2.33M +31,648 +24%
Mitsubishi UFJ Trust & Banking
307
Mitsubishi UFJ Trust & Banking
Japan
$11.9M – – –
Natixis Advisors
308
Natixis Advisors
Massachusetts
$11.8M -$26.2K -356 -0.2%
USAA
309
United Services Automobile Association
Texas
$11.8M -$3.02M -41,108 -20%
FAT
310
First American Trust
California
$11.6M +$149K +2,022 +1%
BWA
311
BlueSky Wealth Advisors
North Carolina
$11.6M +$1.56M +21,216 +16%
GWM
312
Geneos Wealth Management
Colorado
$11.6M +$4.19M +56,987 +57%
CIM
313
Cambria Investment Management
California
$11.5M -$551K -7,496 -5%
SWM
314
Schwallier Wealth Management
Michigan
$11.5M +$11.5M +156,156 New
R
315
Rebalance
California
$11.4M -$1.9M -25,843 -14%
OPS
316
Orion Portfolio Solutions
Nebraska
$11.3M -$1.83M -25,075 -14%
BCI
317
Brinker Capital Investments
Pennsylvania
$11.3M -$1.83M -25,075 -14%
GC
318
Gould Capital
Washington
$10.9M +$306K +4,161 +3%
VRM
319
Vectors Research Management
New York
$10.9M -$25.8M -137,039 -70%
1832 Asset Management
320
1832 Asset Management
Ontario, Canada
$10.9M +$3.84M +52,183 +55%
ACA
321
Aspire Capital Advisors
Washington
$10.9M +$132K +1,790 +1%
ZB
322
Zions Bancorporation
Utah
$10.8M +$10.2M +138,609 +1,697%
TFA
323
Tobias Financial Advisors
Florida
$10.8M +$659K +8,962 +7%
TPCW
324
TD Private Client Wealth
New York
$10.7M +$63.1K +858 +0.6%
SWM
325
Spire Wealth Management
Virginia
$10.7M +$2.52M +34,617 +31%
11 12
13
14 15