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Vanguard Total Bond Market
BND

Overview Fund Activity

1,270 hedge funds and large institutions have $56.9B invested in Vanguard Total Bond Market in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 603 increasing their positions, 425 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
20.25%
Holding in Top 10
206
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.64%
% of All Funds
3.28%
New
118
Increased
603
Reduced
425
Closed
99
Calls
$4.8M
Puts
$1.46M
Net Calls
+$3.33M
Net Calls Change
-$1.46M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.39B
2
Creative Planning
Creative Planning
Kansas
+$405M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$375M
4
Charles Schwab
Charles Schwab
California
+$200M
5
LPL Financial
LPL Financial
California
+$173M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$762M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$247M
3
OPAM
Ocean Park Asset Management
California
-$243M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$160M
5
PG
Prostatis Group
Maryland
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWSG
826
Pacific Wealth Strategies Group
California
$680K +$225K +3,228 +50%
USCWA
827
U.S. Capital Wealth Advisors
Texas
$677K -$95.5K -1,369 -12%
TMWM
828
Taylor & Morgan Wealth Management
Michigan
$676K +$3.42K +49 +0.5%
AT
829
Arden Trust
Delaware
$673K -$760K -10,889 -53%
HBW
830
Hazlett, Burt & Watson
West Virginia
$672K +$150K +2,150 +29%
SCP
831
Syntal Capital Partners
Texas
$670K -$873K -12,511 -57%
SGWM
832
Sterling Group Wealth Management
California
$666K +$4.96K +71 +0.7%
CAC
833
Certified Advisory Corp
Florida
$665K -$299K -4,291 -31%
SCG
834
Sonata Capital Group
Washington
$659K +$20.9K +300 +3%
OFS
835
OneAscent Financial Services
Alabama
$657K +$657K +9,410 New
GIA
836
Guyasuta Investment Advisors
Pennsylvania
$647K – – –
PMG
837
ProVise Management Group
Florida
$646K -$84.2K -1,207 -12%
AIS
838
American Investment Services
Massachusetts
$636K +$6.56K +94 +1%
KWMG
839
King Wealth Management Group
Florida
$633K -$34.1K -488 -5%
MWM
840
Moulton Wealth Management
Washington
$629K -$262K -3,763 -29%
EA
841
Eclectic Associates
California
$628K -$7.19K -103 -1%
Bessemer Group
842
Bessemer Group
New Jersey
$628K +$35.7K +512 +6%
APG
843
Abacus Planning Group
South Carolina
$625K – – –
PP
844
PrairieView Partners
Minnesota
$617K – – –
CAAM
845
Cornerstone Advisors Asset Management
Pennsylvania
$616K -$17.7K -254 -3%
IFS
846
Intelligent Financial Strategies
Minnesota
$616K +$2.37K +34 +0.4%
BL
847
Balentine LLC
Georgia
$612K -$16K -230 -3%
SAS
848
SMI Advisory Services
Indiana
$611K +$611K +8,771 New
AFO
849
Arrowroot Family Office
California
$610K +$10K +144 +2%
FWA
850
Freedom Wealth Alliance
Wisconsin
$606K +$26.7K +383 +5%
32 33
34
35 36