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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 %
DWM
501
Dynasty Wealth Management
Florida
$5.14M -$189K -2,634 -4%
VWM
502
Verus Wealth Management
Wisconsin
$5.12M +$5.12M +71,133 New
KWM
503
Kingsview Wealth Management
Oregon
$5.11M -$50.1M -697,370 -91%
PGF
504
Plan Group Financial
Oklahoma
$5.03M +$90K +1,251 +2%
HSA
505
HBK Sorce Advisory
Pennsylvania
$4.99M +$3.01M +41,855 +152%
BRG
506
Bay Rivers Group
Virginia
$4.97M +$209K +2,903 +4%
SIM
507
Stratos Investment Management
Ohio
$4.93M +$926K +12,874 +23%
FHC
508
First Heartland Consultants
Missouri
$4.93M +$300K +4,172 +6%
BWM
509
BCO Wealth Management
New Mexico
$4.91M +$4.91M +68,237 New
CIAS
510
CFS Investment Advisory Services
New Jersey
$4.9M +$82.8K +1,151 +2%
GWM
511
GoalFusion Wealth Management
Texas
$4.89M +$101K +1,399 +2%
RG
512
Rathbones Group
United Kingdom
$4.83M -$668K -9,289 -12%
UF
513
Univest Financial
Pennsylvania
$4.82M +$4.82M +66,966 New
Millennium Management
514
Millennium Management
New York
$4.81M +$4.81M +66,958 New
IJWM
515
Inman Jager Wealth Management
Mississippi
$4.75M +$4.75M +66,002 New
KPP
516
Kings Path Partners
Texas
$4.73M +$164K +2,276 +4%
PA
517
Parallel Advisors
California
$4.7M -$571K -7,945 -11%
SXL
518
Summit X LLC
Missouri
$4.7M +$247K +3,434 +6%
FA
519
Faithward Advisors
Pennsylvania
$4.68M +$2.15M +29,875 +85%
SCM
520
Saxony Capital Management
Missouri
$4.68M -$758K -10,545 -14%
VWM
521
Vigilare Wealth Management
Arizona
$4.65M -$50.3M -698,824 -92%
MAM
522
MMA Asset Management
Pennsylvania
$4.64M -$4.64M -64,507 -50%
MSWMA
523
Market Street Wealth Management Advisors
Indiana
$4.63M -$170K -2,371 -4%
CCM
524
Coldstream Capital Management
Washington
$4.6M -$760K -10,562 -14%
HW
525
Hancock Whitney
Mississippi
$4.6M +$371K +5,163 +9%
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