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Vanguard Total Bond Market
BND

Overview Fund Activity

1,415 hedge funds and large institutions have $61.8B invested in Vanguard Total Bond Market in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 681 increasing their positions, 480 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,415
Holders Change
-24
Holders Change %
-1.67%
% of All Funds
20.51%
Holding in Top 10
239
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.42%
% of All Funds
3.46%
New
122
Increased
681
Reduced
480
Closed
123
Calls
$4.71M
Puts
$2.13M
Net Calls
+$2.58M
Net Calls Change
+$365K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$1.06B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$454M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$259M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$193M
5
FWM
FFT Wealth Management
Pennsylvania
+$103M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.7B
2
LPL Financial
LPL Financial
California
-$1.4B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.2B
4
MIS
Morningstar Investment Services
Illinois
-$627M
5
SEI Investments
SEI Investments
Pennsylvania
-$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
826
Claro Advisors
Massachusetts
$1.01M +$136K +1,874 +16%
GAM
827
Gemmer Asset Management
California
$1.01M +$1.01M +13,869 New
HPC
828
HM Payson & Co
Maine
$1M -$54.6K -752 -5%
SFS
829
Sharp Financial Services
Pennsylvania
$1M -$83.5K -1,150 -8%
HIS
830
Horizon Investment Services
Indiana
$997K – – –
HAS
831
HBW Advisory Services
California
$994K – – –
KWA
832
Kingswood Wealth Advisors
California
$967K -$155K -2,140 -14%
GL
833
Graypoint LLC
New York
$966K -$81.1K -1,117 -8%
FA
834
FSA Advisors
Michigan
$965K -$148K -2,033 -13%
AT
835
American Trust
Kentucky
$960K -$50.3K -692 -5%
PG
836
Prostatis Group
Maryland
$959K -$581K -7,997 -38%
SAM
837
Smartleaf Asset Management
Massachusetts
$946K -$140K -1,919 -13%
BSW
838
Buckingham Strategic Wealth
Missouri
$941K -$12.2K -168 -1%
TCM
839
Traynor Capital Management
Pennsylvania
$940K +$63.7K +877 +7%
IA
840
IFG Advisory
Georgia
$930K -$538K -7,414 -37%
WMWM
841
Whitaker-Myers Wealth Managers
Ohio
$921K +$326K +4,492 +55%
SP
842
Sequent Planning
Nebraska
$919K +$919K +12,649 New
HDIM
843
Hanson & Doremus Investment Management
Vermont
$913K -$1.06M -14,554 -54%
GWANC
844
Guardian Wealth Advisors (North Carolina)
North Carolina
$904K -$43.1K -593 -5%
TDWM
845
Topel & Distasi Wealth Management
California
$900K +$872 +12 +0.1%
IFWM
846
Institute for Wealth Management
Colorado
$895K -$143K -1,967 -14%
NPFS
847
Novak & Powell Financial Services
Florida
$895K +$1.03K +17 +0.1%
SA
848
Strategic Advocates
Utah
$888K +$315K +4,338 +55%
SFP
849
Strategic Financial Planning
Texas
$886K -$231K -3,182 -21%
PCM
850
Piedmont Capital Management
Montana
$884K +$15.5K +216 +2%
32 33
34
35 36