BND icon

Vanguard Total Bond Market
BND

Overview Fund Activity

1,439 hedge funds and large institutions have $65.5B invested in Vanguard Total Bond Market in 2023 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 614 increasing their positions, 448 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+169
Holders Change %
+13.31%
% of All Funds
21.09%
Holding in Top 10
238
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+15.53%
% of All Funds
3.49%
New
277
Increased
614
Reduced
448
Closed
84
Calls
$4.82M
Puts
$2.6M
Net Calls
+$2.22M
Net Calls Change
-$1.12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.41B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$785M
3
MIS
Morningstar Investment Services
Illinois
+$625M
4
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$450M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$426M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$5.19B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$701M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$453M
4
US Bancorp
US Bancorp
Minnesota
-$218M
5
G
GenTrust
Florida
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGA
576
Lebenthal Global Advisors
New York
$2.8M +$137K +1,858 +5%
ASN
577
Advisory Services Network
Georgia
$2.78M +$559K +7,602 +25%
AFGAS
578
Allegiance Financial Group Advisory Services
Virginia
$2.76M +$2.06K +28 +0.1%
PFGIA
579
Patriot Financial Group Insurance Agency
Massachusetts
$2.75M +$18.8K +255 +0.7%
PCMC
580
Private Capital Management (Colorado)
Colorado
$2.74M +$734K +9,985 +37%
PB
581
Pinnacle Bancorp
Nebraska
$2.73M +$3.83K +52 +0.1%
SHF
582
Stage Harbor Financial
Massachusetts
$2.73M +$2.73M +37,106 New
BF
583
Brooklyn FI
New York
$2.73M +$211K +2,866 +8%
BF
584
BOK Financial
Oklahoma
$2.72M +$419K +5,691 +18%
Fidelity Investments
585
Fidelity Investments
Massachusetts
$2.71M +$795K +10,804 +41%
WWM
586
Wiser Wealth Management
Georgia
$2.71M +$1.77M +24,318 +189%
NL
587
NVWM LLC
Pennsylvania
$2.69M +$1.22M +16,638 +83%
SFS
588
Security Financial Services
Indiana
$2.68M +$1.04M +14,116 +63%
FPFS
589
First Personal Financial Services
North Carolina
$2.67M -$33.1K -450 -1%
HCM
590
Howard Capital Management
Georgia
$2.67M -$56K -762 -2%
BRG
591
Bay Rivers Group
Virginia
$2.67M +$2.67M +36,246 New
RWM
592
Reston Wealth Management
Virginia
$2.66M +$577K +7,850 +28%
SF
593
Synovus Financial
Georgia
$2.63M +$1.57M +21,387 +148%
JCM
594
Janney Capital Management
Pennsylvania
$2.62M -$1.67M -22,769 -39%
SFA
595
Source Financial Advisors
New York
$2.57M -$151K -2,049 -6%
FNA
596
First National Advisers
Nebraska
$2.55M +$2.55M +34,691 New
KeyBank National Association
597
KeyBank National Association
Ohio
$2.53M +$1.39M +18,919 +122%
CIC
598
Cutler Investment Counsel
Oregon
$2.53M +$276K +3,752 +12%
CTA
599
Chesley Taft & Associates
Illinois
$2.5M +$1.34M +18,225 +116%
SGCA
600
Steel Grove Capital Advisors
Tennessee
$2.5M -$1.74M -23,666 -41%
22 23
24
25 26