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Vanguard Total Bond Market
BND

Overview Fund Activity

1,415 hedge funds and large institutions have $61.8B invested in Vanguard Total Bond Market in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 681 increasing their positions, 480 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,415
Holders Change
-24
Holders Change %
-1.67%
% of All Funds
20.51%
Holding in Top 10
239
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.42%
% of All Funds
3.46%
New
122
Increased
681
Reduced
480
Closed
123
Calls
$4.71M
Puts
$2.13M
Net Calls
+$2.58M
Net Calls Change
+$365K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$1.06B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$454M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$259M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$193M
5
FWM
FFT Wealth Management
Pennsylvania
+$103M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.7B
2
LPL Financial
LPL Financial
California
-$1.4B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.2B
4
MIS
Morningstar Investment Services
Illinois
-$627M
5
SEI Investments
SEI Investments
Pennsylvania
-$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
KNFPWM
526
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.6M +$3.05M +41,967 +551%
SSW
527
Stone Summit Wealth
Florida
$3.55M +$683K +9,397 +24%
Bank of Nova Scotia
528
Bank of Nova Scotia
Ontario, Canada
$3.5M +$3.5M +48,121 New
LNWTC
529
Laird Norton Wetherby Trust Company
Washington
$3.49M -$11.7M -161,596 -77%
SCM
530
Sebold Capital Management
Illinois
$3.48M +$354K +4,868 +11%
HTC
531
Haverford Trust Company
Pennsylvania
$3.48M -$181K -2,490 -5%
AFP
532
Ausdal Financial Partners
Iowa
$3.47M -$68.9K -948 -2%
RCAG
533
Rehmann Capital Advisory Group
Michigan
$3.47M +$104K +1,430 +3%
HWMC
534
Heritage Wealth Management (California)
California
$3.44M +$559K +7,690 +19%
VFA
535
Valeo Financial Advisors
Indiana
$3.43M +$1.37M +19,350 +67%
GVAG
536
Great Valley Advisor Group
Delaware
$3.42M -$2.35M -32,371 -41%
TWP
537
Total Wealth Planning
Ohio
$3.4M -$129K -1,778 -4%
CWA
538
Consilio Wealth Advisors
Washington
$3.39M +$177K +2,434 +5%
CWA
539
Clarus Wealth Advisors
Arizona
$3.39M +$32.2K +453 +1%
FPCG
540
Forum Private Client Group
Indiana
$3.38M -$282K -3,883 -8%
EIG
541
Ellenbecker Investment Group
Wisconsin
$3.36M +$260K +3,586 +8%
AUIM
542
Aegon USA Investment Management
Iowa
$3.33M -$68.9K -948 -2%
WAM
543
Worth Asset Management
Texas
$3.31M +$431K +5,936 +15%
NFP
544
Narus Financial Partners
Utah
$3.31M +$338K +4,660 +11%
NI
545
NYL Investors
New York
$3.3M +$276K +3,800 +9%
FRA
546
Frank Rimerman Advisors
California
$3.29M – – –
SFC
547
Strategic Financial Concepts
Texas
$3.28M +$1.65M +22,781 +102%
CIC
548
Cutler Investment Counsel
Oregon
$3.26M +$763K +10,499 +31%
ASN
549
Advisory Services Network
Georgia
$3.25M +$511K +7,035 +19%
JPG
550
Jordan Park Group
California
$3.24M -$3.48M -47,937 -52%
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