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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 %
PP
301
PDS Planning
Ohio
$12.1M +$176K +2,430 +1%
SHWM
302
Smith & Howard Wealth Management
Georgia
$11.8M +$3.52M +48,419 +42%
HPFG
303
Hart & Patterson Financial Group
Massachusetts
$11.8M -$7.15M -98,487 -38%
BCM
304
Blume Capital Management
California
$11.8M +$11.6K +160 +0.1%
GC
305
Gould Capital
Washington
$11.8M +$985K +13,559 +9%
CA
306
Continuum Advisory
Idaho
$11.8M -$285K -3,988 -2%
Mitsubishi UFJ Trust & Banking
307
Mitsubishi UFJ Trust & Banking
Japan
$11.7M – – –
SWA
308
Stratos Wealth Advisors
Ohio
$11.7M +$9.65M +132,891 +482%
BA
309
Bristlecone Advisors
Washington
$11.3M +$6.71M +92,440 +145%
EWG
310
Executive Wealth Group
Washington
$11.3M +$7.53M +103,514 +200%
SWA
311
Sightline Wealth Advisors
Connecticut
$11.2M +$3.51M +48,271 +46%
FFA
312
Farther Finance Advisors
California
$11.1M +$1.02M +14,156 +10%
MECA
313
Miller Equity Capital Advisors
Texas
$11.1M +$1.92M +26,379 +21%
LFAS
314
Level Four Advisory Services
Texas
$11M +$344K +4,677 +3%
BCI
315
Brinker Capital Investments
Pennsylvania
$10.9M -$406K -5,587 -4%
OPS
316
Orion Portfolio Solutions
Nebraska
$10.9M -$406K -5,587 -4%
National Bank of Canada
317
National Bank of Canada
Quebec, Canada
$10.8M +$4.46M +62,540 +71%
VRM
318
Vectors Research Management
New York
$10.6M +$6.43M +88,529 +153%
TFA
319
Tobias Financial Advisors
Florida
$10.6M -$54.8K -754 -0.5%
Pathstone Holdings
320
Pathstone Holdings
New Jersey
$10.4M +$250K +3,437 +2%
SW
321
SVB Wealth
Massachusetts
$10.4M -$1.91M -26,264 -15%
WTB
322
Washington Trust Bank
Washington
$10.4M -$10M -138,071 -49%
KPWS
323
Kestra Private Wealth Services
Texas
$10.3M +$4.02M +55,299 +64%
FWM
324
Fonville Wealth Management
Virginia
$10.3M +$1.43M +19,635 +16%
PWM
325
Perigon Wealth Management
California
$10.3M -$12.1M -166,490 -54%
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