BND icon

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 %
GM
726
GeoWealth Management
Illinois
$1.53M -$852K -11,728 -36%
TC
727
Tenret Company
Florida
$1.53M +$39.4K +542 +3%
GC
728
Grimes & Company
Massachusetts
$1.52M -$152K -2,086 -9%
BIA
729
Bell Investment Advisors
California
$1.52M -$183K -2,526 -11%
GIA
730
Gladstone Institutional Advisory
Florida
$1.51M -$323K -4,444 -18%
LSA
731
Lion Street Advisors
Texas
$1.5M – – –
DC
732
Davenport & Co
Virginia
$1.5M +$43.9K +605 +3%
TPI
733
Trust Point Inc
Wisconsin
$1.5M -$190K -2,622 -11%
Empower Advisory Group
734
Empower Advisory Group
Colorado
$1.48M -$17.2M -236,891 -92%
AR
735
Apeiron RIA
Texas
$1.48M +$54K +743 +4%
HSA
736
HBK Sorce Advisory
Pennsylvania
$1.47M -$2.05M -28,214 -58%
KC
737
Kingfisher Capital
North Carolina
$1.47M -$50.3K -693 -3%
APP
738
Avantax Planning Partners
Iowa
$1.46M +$167K +2,299 +13%
HHRDM
739
H&H Retirement Design & Management
Nevada
$1.46M -$214K -3,026 -13%
CPWM
740
Cypress Point Wealth Management
Texas
$1.46M +$1.04M +14,321 +247%
SMA
741
Seven Mile Advisory
New Jersey
$1.46M +$73.9K +1,017 +5%
GFWA
742
Grey Fox Wealth Advisors
Delaware
$1.44M +$89.5K +1,232 +7%
WCWM
743
Willow Creek Wealth Management
California
$1.44M -$224K -3,085 -13%
FAT
744
First American Trust
California
$1.44M -$10M -138,328 -87%
IWA
745
Icon Wealth Advisors
Texas
$1.43M -$244K -3,365 -15%
IAIM
746
International Assets Investment Management
Florida
$1.43M -$65.4K -910 -4%
CIA
747
Compass Ion Advisors
Pennsylvania
$1.43M +$84K +1,156 +6%
AWA
748
Arkadios Wealth Advisors
Georgia
$1.42M +$47.8K +658 +3%
GAA
749
Global Assets Advisory
Florida
$1.4M +$1.4M +100,544 New
FUBT
750
First United Bank & Trust
Maryland
$1.39M +$86.9K +1,196 +7%
28 29
30
31 32