BND icon

Vanguard Total Bond Market

1,585 hedge funds and large institutions have $74.2B invested in Vanguard Total Bond Market in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 728 increasing their positions, 583 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,585
Holders Change
+2
Holders Change %
+0.13%
% of All Funds
21.53%
Holding in Top 10
269
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+6.75%
% of All Funds
3.65%
New
125
Increased
728
Reduced
583
Closed
85
Calls
$3.81M
Puts
$2.51M
Net Calls
+$1.3M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
476
LifeGoal Wealth Advisors
New York
$5.63M +$1.29M +17,490 +30%
SMI
477
Shelter Mutual Insurance
Missouri
$5.63M
AWM
478
AE Wealth Management
Kansas
$5.62M -$4.93M -67,070 -47%
MWM
479
Modern Wealth Management
Kansas
$5.59M -$370K -5,033 -6%
SAM
480
Smartleaf Asset Management
Massachusetts
$5.58M +$3.15M +42,940 +129%
IJWM
481
Inman Jager Wealth Management
Mississippi
$5.58M +$728K +9,908 +15%
CIAS
482
CFS Investment Advisory Services
New Jersey
$5.55M +$555K +7,553 +11%
TCOV
483
Trust Company of Vermont
Vermont
$5.53M -$137K -1,863 -2%
CISOA
484
Capital Investment Services of America
Wisconsin
$5.52M
MI
485
Motiv8 Investments
Florida
$5.51M -$615K -8,377 -10%
FF
486
Farrell Financial
New York
$5.5M +$3.6K +49 +0.1%
MFA
487
Mayflower Financial Advisors
Massachusetts
$5.49M -$272K -3,702 -5%
PG
488
Proffitt & Goodson
Tennessee
$5.45M +$178K +2,430 +3%
OMC
489
Old Mission Capital
Illinois
$5.43M +$5.43M +73,897 New
NW
490
NewEdge Wealth
Pennsylvania
$5.36M +$3.67M +49,936 +217%
EWA
491
EverSource Wealth Advisors
Alabama
$5.34M +$3.76M +51,173 +237%
CJH
492
Christopher J. Hasenberg
Wisconsin
$5.32M +$5.29M +71,993 +16,821%
FFP
493
Forbes Financial Planning
Rhode Island
$5.3M -$548K -7,456 -9%
NSIM
494
North Star Investment Management
Illinois
$5.27M -$474K -6,449 -8%
DWM
495
Dynasty Wealth Management
Florida
$5.2M -$43.5K -592 -0.8%
LKBC
496
L.K. Benson & Company
Maryland
$5.16M +$1.09M +14,866 +27%
SIM
497
Stratos Investment Management
Ohio
$5.11M +$70.4K +958 +1%
BRG
498
Bay Rivers Group
Virginia
$5.09M +$13.9K +189 +0.3%
SCM
499
SOL Capital Management
Maryland
$5.08M -$1.53M -20,775 -23%
SI
500
Stonekeep Investments
New Mexico
$5.07M +$619K +8,423 +14%