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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 %
RTL
776
Red Tortoise LLC
Georgia
$1.71M +$442K +6,152 +35%
AIA
777
Accelerate Investment Advisors
California
$1.71M -$16K -223 -0.9%
SGCA
778
Steel Grove Capital Advisors
Tennessee
$1.71M -$171K -2,382 -9%
SQA
779
Simon Quick Advisors
New Jersey
$1.7M +$251K +3,484 +17%
GIA
780
Gladstone Institutional Advisory
Florida
$1.68M +$437K +6,071 +35%
AF
781
Arrow Financial
New York
$1.68M +$42.6K +592 +3%
PCMC
782
Private Capital Management (Colorado)
Colorado
$1.67M -$266K -3,696 -14%
HNB
783
Huntington National Bank
Ohio
$1.66M -$1.76M – –
MMPW
784
Mitchell McLeod Pugh & Williams
Alabama
$1.66M +$209K +2,905 +14%
NW
785
NewEdge Wealth
Pennsylvania
$1.66M +$950K +13,211 +134%
SA
786
Stewardship Advisors
Pennsylvania
$1.66M +$525K +7,294 +46%
SWM
787
Spire Wealth Management
Virginia
$1.65M -$43.1K -599 -3%
SWA
788
SFMG Wealth Advisors
Texas
$1.64M +$1.22M +16,917 +284%
LCWP
789
Legacy Capital Wealth Partners
Arkansas
$1.64M +$1.64M +22,836 New
TCM
790
TABR Capital Management
California
$1.64M +$1.64M +22,789 New
UAG
791
United Advisor Group
Ohio
$1.64M +$1.01M +14,093 +162%
CS
792
Capital Square
Tennessee
$1.64M +$41.3K +573 +3%
CIP
793
Capital Insight Partners
Arizona
$1.63M -$19.1K -265 -1%
Luther King Capital Management (LKCM)
794
Luther King Capital Management (LKCM)
Texas
$1.62M -$1.65M – –
AIC
795
Allodium Investment Consultants
Minnesota
$1.62M +$1.62M +22,548 New
PAS
796
PKS Advisory Services
New York
$1.62M +$1.62M +22,496 New
CIA
797
Capital Investment Advisors
Georgia
$1.61M +$1.05M +14,543 +184%
TWA
798
TCI Wealth Advisors
Arizona
$1.61M -$19.6K -273 -1%
GAA
799
Guardian Asset Advisors
Pennsylvania
$1.6M +$481K +6,687 +43%
CP
800
Cumberland Partners
Ontario, Canada
$1.6M – – –
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