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Vanguard Total Bond Market
BND

Overview Fund Activity

1,270 hedge funds and large institutions have $56.9B invested in Vanguard Total Bond Market in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 603 increasing their positions, 425 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
20.25%
Holding in Top 10
206
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.64%
% of All Funds
3.28%
New
118
Increased
603
Reduced
425
Closed
99
Calls
$4.8M
Puts
$1.46M
Net Calls
+$3.33M
Net Calls Change
-$1.46M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.39B
2
Creative Planning
Creative Planning
Kansas
+$405M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$375M
4
Charles Schwab
Charles Schwab
California
+$200M
5
LPL Financial
LPL Financial
California
+$173M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$762M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$247M
3
OPAM
Ocean Park Asset Management
California
-$243M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$160M
5
PG
Prostatis Group
Maryland
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
626
Westside Investment Management
California
$1.74M +$22K +315 +1%
WAP
627
Wealthcare Advisory Partners
Pennsylvania
$1.73M +$512K +7,335 +42%
MMPW
628
Mitchell McLeod Pugh & Williams
Alabama
$1.73M -$90.4K -1,296 -5%
TL
629
Tradewinds LLC
North Carolina
$1.72M -$96.8K -1,387 -5%
CA
630
CGN Advisors
Kansas
$1.72M +$9.07K +130 +0.5%
IWM
631
IHT Wealth Management
Illinois
$1.71M +$12.1K +174 +0.7%
GIA
632
Gladstone Institutional Advisory
Florida
$1.7M +$224K +3,210 +15%
PIA
633
Perennial Investment Advisors
California
$1.69M -$23.9K -343 -1%
CP
634
Cumberland Partners
Ontario, Canada
$1.69M -$40.1K -575 -2%
OC
635
Oppenheimer & Co
New York
$1.68M +$189K +2,705 +13%
CFO
636
Colony Family Offices
North Carolina
$1.67M +$700K +10,035 +72%
Luther King Capital Management (LKCM)
637
Luther King Capital Management (LKCM)
Texas
$1.67M -$1.82M – –
CAG
638
Csenge Advisory Group
Florida
$1.65M +$358K +5,131 +28%
PWM
639
PBMares Wealth Management
Virginia
$1.65M +$2.79K +40 +0.2%
HHRDM
640
H&H Retirement Design & Management
Nevada
$1.64M -$56K -806 -3%
DCM
641
Driehaus Capital Management
Illinois
$1.62M +$1.42M +20,322 +713%
SPWM
642
Straight Path Wealth Management
Michigan
$1.62M +$12.9K +185 +0.8%
RIG
643
Ramiah Investment Group
Wisconsin
$1.61M +$250K +3,581 +18%
VWA
644
VERITY Wealth Advisors
United States
$1.6M -$33.8K -485 -2%
IWP
645
Icon Wealth Partners
Texas
$1.6M – – –
GC
646
Grimes & Company
Massachusetts
$1.6M -$45.1K -647 -3%
TPWM
647
Twelve Points Wealth Management
Massachusetts
$1.59M +$1.59M +22,783 New
BFA
648
Beaumont Financial Advisors
Massachusetts
$1.59M +$76K +1,089 +5%
AL
649
ACAS LLC
California
$1.58M +$246K +3,525 +18%
WF
650
Warner Financial
Maryland
$1.58M +$388K +5,564 +33%
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