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Vanguard Total Bond Market
BND

Overview Fund Activity

1,439 hedge funds and large institutions have $65.5B invested in Vanguard Total Bond Market in 2023 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 614 increasing their positions, 448 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+169
Holders Change %
+13.31%
% of All Funds
21.09%
Holding in Top 10
238
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+15.53%
% of All Funds
3.49%
New
277
Increased
614
Reduced
448
Closed
84
Calls
$4.82M
Puts
$2.6M
Net Calls
+$2.22M
Net Calls Change
-$1.12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.41B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$785M
3
MIS
Morningstar Investment Services
Illinois
+$625M
4
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$450M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$426M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$5.19B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$701M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$453M
4
US Bancorp
US Bancorp
Minnesota
-$218M
5
G
GenTrust
Florida
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
826
Institute for Wealth Management
Colorado
$1.05M -$16.8K -228 -2%
TWA
827
TCI Wealth Advisors
Arizona
$1.05M +$146K +1,991 +16%
TIP
828
Torray Investment Partners
Maryland
$1.04M -$69.9K -950 -6%
IAG
829
Investment Advisory Group
Massachusetts
$1.02M +$303K +4,123 +42%
AT
830
American Trust
Kentucky
$1.02M +$110K +1,492 +12%
ARC
831
Advisor Resource Council
Texas
$1.02M +$1.02M +13,904 New
HIS
832
Horizon Investment Services
Indiana
$1.01M +$112K +1,518 +12%
WPC
833
Wedmont Private Capital
Pennsylvania
$1.01M +$252K +3,443 +33%
HWM
834
Hemington Wealth Management
Virginia
$1.01M +$53.8K +731 +6%
HAS
835
HBW Advisory Services
California
$994K +$61.5K +837 +7%
ACA
836
Aptus Capital Advisors
Alabama
$989K +$12.3K +167 +1%
BSW
837
Buckingham Strategic Wealth
Missouri
$966K +$34.2K +465 +4%
EWM
838
Endowment Wealth Management
Wisconsin
$963K -$125K -1,700 -11%
GWANC
839
Guardian Wealth Advisors (North Carolina)
North Carolina
$959K – – –
AF
840
Advisornet Financial
Minnesota
$959K -$385K -5,232 -29%
FHC
841
Fort Henry Capital
West Virginia
$957K +$201K +2,727 +27%
GIM
842
Goelzer Investment Management
Indiana
$938K -$27.9K -379 -3%
SAS
843
SMI Advisory Services
Indiana
$933K +$290K +3,958 +45%
SC
844
Syon Capital
California
$921K +$921K +12,518 New
ETIA
845
Epic Trust Investment Advisors
Washington
$914K -$191K -2,592 -17%
TDWM
846
Topel & Distasi Wealth Management
California
$910K +$167K +2,269 +22%
PCS
847
Private Client Services
Kentucky
$910K +$910K +12,374 New
RWM
848
Ruedi Wealth Management
Illinois
$905K +$299K +4,068 +49%
WA
849
Wealthstream Advisors
New York
$897K +$67.7K +920 +8%
PCM
850
Piedmont Capital Management
Montana
$890K +$80.3K +1,092 +10%
32 33
34
35 36