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Vanguard Total Bond Market
BND

Overview Fund Activity

1,448 hedge funds and large institutions have $69.8B invested in Vanguard Total Bond Market in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 751 increasing their positions, 440 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,448
Holders Change
+17
Holders Change %
+1.19%
% of All Funds
20.94%
Holding in Top 10
237
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.85%
% of All Funds
3.43%
New
116
Increased
751
Reduced
440
Closed
81
Calls
$28.7M
Puts
$7.85M
Net Calls
+$20.9M
Net Calls Change
+$10M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$812M
2
Creative Planning
Creative Planning
Kansas
+$544M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$477M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$398M
5
AA
Axiom Advisory
California
+$355M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$536M
2
SEI Investments
SEI Investments
Pennsylvania
-$280M
3
Charles Schwab
Charles Schwab
California
-$234M
4
SFC
Strategic Financial Concepts
Texas
-$158M
5
Truist Financial
Truist Financial
North Carolina
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
726
Wells Financial Advisors
Massachusetts
$1.74M -$30K -400 -2%
PWM
727
Penobscot Wealth Management
Maine
$1.74M -$206K -2,741 -11%
CIP
728
Capital Insight Partners
Arizona
$1.72M -$71.9K -957 -4%
AF
729
Arrow Financial
New York
$1.71M -$240K -3,189 -12%
SWM
730
Shakespeare Wealth Management
Wisconsin
$1.7M -$284K -3,778 -14%
TWA
731
TCI Wealth Advisors
Arizona
$1.7M -$185K -2,461 -10%
LFAS
732
Level Four Advisory Services
Texas
$1.68M +$44.5K +609 +3%
SIC
733
SJS Investment Consulting
Ohio
$1.67M -$1.62M -21,542 -49%
CP
734
Cumberland Partners
Ontario, Canada
$1.67M -$22.2K -295 -1%
CCFM
735
Clear Creek Financial Management
Washington
$1.67M +$124K +1,653 +8%
CS
736
Capital Square
Tennessee
$1.66M -$2.78K -37 -0.2%
RGF
737
Retirement Guys Formula
Ohio
$1.66M -$116K -1,543 -7%
Luther King Capital Management (LKCM)
738
Luther King Capital Management (LKCM)
Texas
$1.65M -$1.56M – –
DWM
739
Dakota Wealth Management
Florida
$1.63M +$142K +1,888 +10%
SC
740
Seldon Capital
California
$1.62M – – –
MCCP
741
Mission Creek Capital Partners
California
$1.62M +$1.62M +21,546 New
PTC
742
Private Trust Company
Ohio
$1.61M -$374K -4,978 -19%
WHCI
743
W.H. Cornerstone Investments
Massachusetts
$1.58M +$144K +1,923 +10%
SMA
744
Seven Mile Advisory
New Jersey
$1.56M +$78.1K +1,040 +5%
PWSG
745
Pacific Wealth Strategies Group
California
$1.56M +$172K +2,289 +12%
PA
746
Parkside Advisors
California
$1.55M – – –
CCFCSB
747
Cape Cod Five Cents Savings Bank
Massachusetts
$1.55M -$112K -1,495 -7%
SFA
748
Source Financial Advisors
New York
$1.55M -$117K -1,558 -7%
WG
749
Wealth Group
North Carolina
$1.55M -$19.5K -260 -1%
LWM
750
Lodestone Wealth Management
Washington
$1.54M -$2.24M -29,785 -59%
28 29
30
31 32