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 %
PWM
376
Perigon Wealth Management
California
$9.77M +$2.04M +28,360 +26%
SCA
377
STALEY CAPITAL ADVISERS
Pennsylvania
$9.64M +$741K +10,300 +8%
HI
378
Harper Investing
California
$9.54M -$1.9M -26,390 -17%
COCM
379
Charter Oak Capital Management
New Hampshire
$9.47M -$200K -2,780 -2%
EWA
380
Exencial Wealth Advisors
Oklahoma
$9.45M +$1.39M +19,308 +17%
SAG
381
SageView Advisory Group
California
$9.41M +$735K +10,217 +8%
GLLW
382
Graves Light Lenhart Wealth
Virginia
$9.38M -$15.5K -215 -0.2%
USAA
383
United Services Automobile Association
Texas
$9.31M – – –
BCM
384
Blume Capital Management
California
$9.3M -$1.62M -22,490 -15%
TPCW
385
TD Private Client Wealth
New York
$9.23M +$239K +3,323 +3%
SJGA
386
Stephen J. Garry & Associates
New York
$9.19M +$2.64M +36,676 +40%
AC
387
Addison Capital
Pennsylvania
$9.18M +$2.44M +33,879 +36%
KFGK
388
Keystone Financial Group (Kentucky)
Kentucky
$9.09M +$3.11M +43,247 +52%
TWA
389
Trellis Wealth Advisors
California
$9.09M +$744K +10,349 +9%
BNP Paribas Financial Markets
390
BNP Paribas Financial Markets
France
$9.09M -$67.7M -941,314 -88%
CF
391
Cyr Financial
Illinois
$9.05M -$376K -5,228 -4%
DC
392
Darrow Company
Massachusetts
$9.01M +$779K +10,828 +9%
CA
393
Cambridge Associates
Massachusetts
$8.99M +$496K +6,894 +6%
CFP
394
Curran Financial Partners
South Carolina
$8.86M +$2.75M +38,224 +45%
DWS
395
Dynamic Wealth Strategies
California
$8.67M +$546K +7,589 +7%
AC
396
Attessa Capital
Arizona
$8.66M +$8.66M +120,412 New
GT
397
Glenview Trust
Kentucky
$8.65M +$76.7K +1,067 +0.9%
FIA
398
FPC Investment Advisory
California
$8.64M -$249K -3,445 -3%
PFT
399
Providence First Trust
Arizona
$8.59M -$1.9M -26,447 -18%
CP
400
Capital Planning
Washington
$8.56M +$8.56M +119,094 New
14 15
16
17 18