BND icon

Vanguard Total Bond Market
BND

Overview Fund Activity

1,583 hedge funds and large institutions have $77.6B invested in Vanguard Total Bond Market in 2024 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 794 increasing their positions, 420 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,583
Holders Change
+135
Holders Change %
+9.32%
% of All Funds
21.07%
Holding in Top 10
252
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.33%
% of All Funds
3.35%
New
258
Increased
794
Reduced
420
Closed
92
Calls
$5.96M
Puts
$760K
Net Calls
+$5.2M
Net Calls Change
-$15.7M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$3.3B
2
Morgan Stanley
Morgan Stanley
New York
+$1.33B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$723M
4
Creative Planning
Creative Planning
Kansas
+$639M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$598M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$572M
2
BlackRock
BlackRock
New York
-$172M
3
IAIM
International Assets Investment Management
Florida
-$82.2M
4
TC
Toews Corporation
New Jersey
-$76.3M
5
MWA
Martel Wealth Advisors
Washington
-$76.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
301
FOCUS Wealth Advisors
Texas
$14.3M +$19.7K +274 +0.1%
FDP
302
Financiere des Professionnels
Quebec, Canada
$14.3M +$5.75M +80,000 +67%
MWM
303
Modera Wealth Management
New Jersey
$14.3M +$1.8M +25,050 +14%
MCWS
304
McKinley Carter Wealth Services
West Virginia
$14.3M +$3.29M +45,803 +30%
Mirae Asset Global Investments
305
Mirae Asset Global Investments
South Korea
$14.3M -$37.6K -522 -0.3%
MFWP
306
Mosaic Family Wealth Partners
Missouri
$14.2M +$501K +6,972 +4%
Bank of Montreal
307
Bank of Montreal
Ontario, Canada
$14.2M +$2.8M +38,945 +25%
PP
308
PDS Planning
Ohio
$14.1M +$1.16M +16,112 +9%
NL
309
NWAM LLC
Washington
$14.1M +$305K +4,239 +2%
BL
310
BFSG LLC
California
$14M +$695K +9,670 +5%
SCA
311
Snowden Capital Advisors
New York
$13.9M -$299K -4,164 -2%
ACA
312
Aspire Capital Advisors
Washington
$13.9M +$778K +10,817 +6%
BCI
313
Brinker Capital Investments
Pennsylvania
$13.9M +$2.2M +30,630 +19%
OPS
314
Orion Portfolio Solutions
Nebraska
$13.9M +$2.2M +30,630 +19%
WA
315
Waverly Advisors
Alabama
$13.9M +$9.02M +125,500 +185%
Brown Advisory
316
Brown Advisory
Maryland
$13.9M +$790K +10,989 +6%
CPIG
317
Chicago Partners Investment Group
Illinois
$13.7M +$3.08M +42,972 +29%
SOS
318
Silver Oak Securities
Tennessee
$13.7M +$3.57M +49,586 +35%
BWA
319
BlueSky Wealth Advisors
North Carolina
$13.7M +$1.86M +25,843 +16%
VAF
320
Values Added Financial
District of Columbia
$13.6M +$4.76M +66,196 +54%
AIA
321
Arbor Investment Advisors
North Carolina
$13.6M +$2.53M +35,171 +23%
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$13.6M +$444K +6,174 +3%
TCCP
323
Tide Cove Capital Partners
California
$13.6M +$13.6M +190,509 New
AIM
324
Advyzon Investment Management
Illinois
$13.4M +$13.4M +187,026 New
BTIM
325
BancFirst Trust & Investment Management
Oklahoma
$13.4M – – –
11 12
13
14 15