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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 %
OA
426
Oceanside Advisors
South Carolina
$7.49M +$403K +5,610 +6%
PAS
427
Park Avenue Securities
New York
$7.49M +$1.22M +16,997 +20%
TCM
428
Triumph Capital Management
Colorado
$7.47M +$311K +4,322 +4%
HH
429
Hilltop Holdings
Texas
$7.47M +$206K +2,871 +3%
KPWS
430
Kestra Private Wealth Services
Texas
$7.33M +$21.5K +299 +0.3%
KNFPWM
431
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.26M -$555K -7,721 -7%
PFG
432
Prospect Financial Group
Virginia
$7.21M +$7.21M +100,262 New
SWM
433
Schwallier Wealth Management
Michigan
$7.19M -$1.39M -19,342 -16%
SF
434
Summit Financial
New Jersey
$7.17M +$547K +7,604 +8%
SFS
435
Sowell Financial Services
Arkansas
$7.13M +$936K +13,023 +15%
CFGS
436
Concourse Financial Group Securities
Alabama
$7.1M +$1.38M +19,162 +24%
CSB
437
City State Bank
Iowa
$7.07M +$276K +3,845 +4%
NCTC
438
New Covenant Trust Company
Indiana
$7.04M +$139K +1,923 +2%
MA
439
McGrath & Associates
North Carolina
$6.88M +$6.88M +95,708 New
BL
440
Balentine LLC
Georgia
$6.86M -$514K -7,146 -7%
NA
441
Note Advisors
New York
$6.8M +$6.8M +94,627 New
FM
442
Foster & Motley
Ohio
$6.76M +$1.44M +20,087 +27%
BFG
443
Bleakley Financial Group
New Jersey
$6.75M +$268K +3,733 +4%
SRC
444
Sage Rhino Capital
California
$6.67M -$48K -668 -0.7%
SWM
445
SigFig Wealth Management
California
$6.65M +$93K +1,290 +1%
WTB
446
Washington Trust Bank
Washington
$6.58M +$828K +11,508 +14%
CWM
447
CIBC World Markets
New York
$6.55M +$311K +4,325 +5%
RTC
448
Real Talk Capital
Tennessee
$6.54M – – –
PFGIA
449
Patriot Financial Group Insurance Agency
Massachusetts
$6.54M +$792K +11,012 +14%
TWM
450
Topsail Wealth Management
North Carolina
$6.51M +$6.51M +90,584 New
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