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Vanguard Total Bond Market
BND

Overview Fund Activity

955 hedge funds and large institutions have $36.7B invested in Vanguard Total Bond Market in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 543 increasing their positions, 218 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+31
Holders Change %
+3.35%
% of All Funds
19.32%
Holding in Top 10
167
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+9.87%
% of All Funds
3.38%
New
91
Increased
543
Reduced
218
Closed
48
Calls
$11.5M
Puts
$3.38M
Net Calls
+$8.15M
Net Calls Change
+$6.97M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$510M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$491M
3
Bank of America
Bank of America
North Carolina
+$310M
4
Jane Street
Jane Street
New York
+$246M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$193M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$360M
2
TC
Toews Corporation
New Jersey
-$137M
3
CIAS
CBIZ Investment Advisory Services
Ohio
-$118M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$94.9M
5
State Street
State Street
Massachusetts
-$89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
751
Smith & Howard Wealth Management
Georgia
$335K – – –
SIM
752
Sonora Investment Management
Arizona
$334K +$83K +942 +33%
DWM
753
Dakota Wealth Management
Florida
$334K +$334K +3,779 New
IC
754
Innealta Capital
Texas
$332K -$17.8K -202 -5%
HIM
755
Hotaling Investment Management
Pennsylvania
$330K +$330K +3,741 New
SBIA
756
Sheaff Brock Investment Advisors
Indiana
$329K +$70.9K +803 +27%
IRAG
757
Investment Research & Advisory Group
Georgia
$327K +$1.06K +12 +0.3%
GSWM
758
Golden State Wealth Management
California
$325K -$2.57M -29,181 -89%
T
759
TrueFG
Texas
$325K +$8.12K +92 +3%
MGIA
760
Moneta Group Investment Advisors
Missouri
$323K +$323K +3,661 New
CST
761
Charles Schwab Trust
Nevada
$323K +$323K +3,663 New
SWP
762
Summit Wealth Partners
Florida
$323K +$3.44K +39 +1%
NWP
763
Northstar Wealth Partners
Connecticut
$322K -$284K -3,222 -47%
MHR
764
Matthew Hamilton Rosenberg
$320K – – –
TFGT
765
TS Financial Group (TSFG)
Illinois
$320K +$8.56K +97 +3%
SCA
766
Spearhead Capital Advisors
Florida
$319K -$14.8K -168 -4%
OWM
767
Opes Wealth Management
California
$319K +$319K +3,614 New
Fiera Capital (Canada)
768
Fiera Capital (Canada)
Quebec, Canada
$318K – – –
PAM
769
Palisade Asset Management
Minnesota
$316K -$16.9K -192 -5%
MWP
770
Meridian Wealth Partners
Pennsylvania
$313K -$128K -1,451 -29%
PS
771
Planned Solutions
California
$313K +$313K +3,543 New
MOS
772
MGO One Seven
Ohio
$310K -$706 -8 -0.2%
IWP
773
Icon Wealth Partners
Texas
$310K +$30.9K +350 +11%
JIP
774
Jaffetilchin Investment Partners
Florida
$310K +$310K +3,512 New
VAG
775
VisionPoint Advisory Group
Texas
$307K -$41.3K -468 -12%
29 30
31
32 33