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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 %
CP
826
Creekside Partners
California
$1.45M +$358K +4,981 +33%
SEP
827
Southland Equity Partners
Missouri
$1.45M +$25.7K +357 +2%
CCFM
828
Clear Creek Financial Management
Washington
$1.44M -$154K -2,142 -10%
MA
829
MBA Advisors
Pennsylvania
$1.42M +$466K +6,476 +49%
WT
830
Washington Trust
Rhode Island
$1.41M +$1.41M +19,575 New
PCM
831
Passive Capital Management
Maryland
$1.41M +$140K +1,940 +11%
RWM
832
RBA Wealth Management
California
$1.4M +$311K +4,329 +28%
TWG
833
The Wealth Group
Minnesota
$1.4M -$8.41K -117 -0.6%
ATPW
834
Ashton Thomas Private Wealth
Arizona
$1.39M +$476K +6,614 +52%
EWM
835
Endowment Wealth Management
Wisconsin
$1.37M +$104K +1,453 +8%
LFS
836
Legacy Financial Strategies
Kansas
$1.37M +$207K +2,872 +18%
CWM
837
Cahaba Wealth Management
Georgia
$1.37M +$935 +13 +0.1%
AWM
838
Aegis Wealth Management
Maryland
$1.37M +$1.37M +19,013 New
APP
839
Avantax Planning Partners
Iowa
$1.36M +$225K +3,133 +20%
KWA
840
Kingswood Wealth Advisors
California
$1.36M +$815K +11,328 +149%
NCM
841
Northwest Capital Management
Oregon
$1.35M +$1.09M +15,183 +417%
PWM
842
Power Wealth Management
Georgia
$1.35M -$38.4K -534 -3%
AQR Capital Management
843
AQR Capital Management
Connecticut
$1.35M – – –
NB
844
NBT Bank
New York
$1.35M +$41.3K +574 +3%
AR
845
Apeiron RIA
Texas
$1.34M -$2.88K -40 -0.2%
FHC
846
Fort Henry Capital
West Virginia
$1.34M +$92.8K +1,291 +7%
WMN
847
Wealth Management Nebraska
Nebraska
$1.33M +$1.33M +18,503 New
HIM
848
Hanlon Investment Management
New Jersey
$1.33M -$556K -7,729 -29%
GC
849
Grimes & Company
Massachusetts
$1.33M +$64.9K +903 +5%
CWM
850
Centurion Wealth Management
Virginia
$1.33M -$385K -5,351 -22%
32 33
34
35 36