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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 %
CWA
576
Consilio Wealth Advisors
Washington
$3.72M +$145K +2,010 +4%
OWA
577
Oak Wealth Advisors
Illinois
$3.7M +$3.7M +51,466 New
HHWM
578
Hiley Hunt Wealth Management
Nebraska
$3.69M +$397K +5,523 +12%
WA
579
Wealth Architects
California
$3.69M +$317K +4,404 +9%
RFP
580
Root Financial Partners
California
$3.66M +$1.78M +24,731 +95%
NRI
581
NFP Retirement Inc
California
$3.65M -$113K -1,566 -3%
WP
582
WealthShield Partners
North Carolina
$3.65M -$151K -2,096 -4%
RCAG
583
Rehmann Capital Advisory Group
Michigan
$3.64M -$3.31K -46 -0.1%
LTL
584
Lowery Thomas LLC
California
$3.59M +$798K +11,096 +29%
TFM
585
TFC Financial Management
Massachusetts
$3.59M +$46K +640 +1%
Carson Wealth (CWM LLC)
586
Carson Wealth (CWM LLC)
Nebraska
$3.54M +$1.56M +21,633 +78%
SWA
587
Stratos Wealth Advisors
Ohio
$3.53M -$62.5K -869 -2%
SF
588
Synovus Financial
Georgia
$3.53M +$136K +1,896 +4%
HWMC
589
Heritage Wealth Management (California)
California
$3.53M +$227K +3,155 +7%
Bank of Nova Scotia
590
Bank of Nova Scotia
Ontario, Canada
$3.5M +$37.1K +516 +1%
SFC
591
Strategic Financial Concepts
Texas
$3.5M +$1.33M +18,513 +61%
CCA
592
Cobblestone Capital Advisors
New York
$3.5M +$800K +11,125 +30%
FHA
593
First Horizon Advisors
Tennessee
$3.49M -$532K -7,399 -13%
CMP
594
Coston McIsaac & Partners
Maine
$3.44M +$598K +8,319 +21%
NI
595
NYL Investors
New York
$3.43M +$201K +2,800 +6%
EB
596
Exchange Bank
California
$3.42M +$40.1K +557 +1%
NA
597
Novus Advisors
South Carolina
$3.38M +$3.38M +46,999 New
MPIA
598
Mountain Pacific Investment Advisers
Idaho
$3.37M +$27.3K +379 +0.8%
GSF
599
Grove Street Fiduciary
New Hampshire
$3.36M +$3.36M +46,776 New
JPG
600
Jordan Park Group
California
$3.34M – – –
22 23
24
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