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Vanguard Total Bond Market
BND

Overview Fund Activity

1,254 hedge funds and large institutions have $53.9B invested in Vanguard Total Bond Market in 2023 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 525 increasing their positions, 474 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
+12
Holders Change %
+0.97%
% of All Funds
20.07%
Holding in Top 10
196
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.77%
% of All Funds
3.14%
New
132
Increased
525
Reduced
474
Closed
90
Calls
$9.43M
Puts
$3.72M
Net Calls
+$5.71M
Net Calls Change
+$4.92M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$727M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$315M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$240M
4
CIAS
CBIZ Investment Advisory Services
Ohio
+$198M
5
Creative Planning
Creative Planning
Kansas
+$196M

Top Sellers

1
Jane Street
Jane Street
New York
-$263M
2
State Street
State Street
Massachusetts
-$173M
3
Bank of America
Bank of America
North Carolina
-$137M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$69.3M
5
BlackRock
BlackRock
New York
-$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSG
826
Financial Strategies Group
Michigan
$622K -$37.7K -510 -6%
PWS
827
Paragon Wealth Strategies
Florida
$622K -$13.1K -178 -2%
SFG
828
Sage Financial Group
Pennsylvania
$617K +$120K +1,625 +24%
Bank Julius Baer & Co
829
Bank Julius Baer & Co
Switzerland
$617K – – –
SP
830
Successful Portfolios
Florida
$616K -$1.11K -15 -0.2%
SFP
831
Sweet Financial Partners
Minnesota
$610K -$3M -40,575 -83%
LFG
832
Lockerman Financial Group
California
$610K +$295 +4 +0%
RPCA
833
Running Point Capital Advisors
California
$609K – – –
SPL
834
Smart Portfolios LLC
Washington
$605K – – –
AIS
835
American Investment Services
Massachusetts
$603K – – –
TCA
836
Transcend Capital Advisors
New Jersey
$599K +$68.9K +933 +13%
SAS
837
SMI Advisory Services
Indiana
$594K -$8.05K -112 -1%
AIM
838
AMI Investment Management
Indiana
$592K – – –
CCM
839
Chilton Capital Management
Texas
$588K -$15.1K -205 -3%
NSB
840
Norway Savings Bank
Maine
$587K -$71.1K -963 -11%
BJL
841
Brighton Jones LLC
Washington
$586K +$104K +1,410 +22%
FWA
842
Freedom Wealth Alliance
Wisconsin
$581K +$113K +1,536 +24%
UFA
843
US Financial Advisors
Massachusetts
$581K – – –
MPW
844
Monterey Private Wealth
California
$580K +$223K +3,017 +62%
KL
845
KilterHowling LLC
Colorado
$580K +$580K +7,853 New
NW
846
NewEdge Wealth
Pennsylvania
$575K -$163K -2,206 -22%
RWM
847
Ruedi Wealth Management
Illinois
$575K +$87.9K +1,190 +18%
IAG
848
Investment Advisory Group
Massachusetts
$574K +$37.1K +502 +7%
OWM
849
Opes Wealth Management
California
$573K -$104K -1,406 -15%
DWM
850
Dakota Wealth Management
Florida
$569K -$187K -2,531 -25%
32 33
34
35 36