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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 %
KFI
851
Key Financial Inc
Pennsylvania
$605K +$140 +2 +0%
SFS
852
Summit Financial Strategies
Ohio
$605K +$104K +1,491 +21%
RGC
853
Roberts, Glore & Co
Illinois
$602K -$55.8K -800 -8%
DWT
854
Dorsey & Whitney Trust
South Dakota
$599K +$84.3K +1,208 +16%
JIC
855
Joel Isaacson & Co
New York
$599K -$14.4K -207 -2%
MCA
856
MSH Capital Advisors
Arizona
$599K -$74.9K -1,073 -11%
RMDI
857
R.M. Davis Inc
Maine
$598K -$66.8K -958 -10%
SFFS
858
Stonehage Fleming Financial Services
Jersey
$597K +$299K +4,290 +101%
LWM
859
Liberty Wealth Management
California
$596K +$71K +1,008 +14%
HI
860
Harper Investing
California
$596K -$8.03K -115 -1%
RB
861
Rodgers Brothers
Pennsylvania
$593K – – –
UW
862
Unique Wealth
Florida
$587K +$148K +2,121 +34%
HWM
863
Howard Wealth Management
Connecticut
$585K -$6.56K -94 -1%
AFS
864
Access Financial Services
Minnesota
$582K +$43.9K +629 +8%
RCI
865
RS Crum Inc
California
$582K +$130K +1,870 +29%
RPA
866
Rock Point Advisors
Vermont
$582K +$582K +8,338 New
SP
867
Successful Portfolios
Florida
$580K -$2.79K -40 -0.5%
RPCA
868
Running Point Capital Advisors
California
$576K – – –
CSWM
869
Cassady Schiller Wealth Management
Ohio
$575K -$5.3K -76 -0.9%
RWM
870
Ruedi Wealth Management
Illinois
$575K +$26.3K +377 +5%
AWM
871
Aries Wealth Management
Maine
$575K -$14.2K -206 -2%
SNBOSCI
872
Security National Bank of Sioux City Iowa
Iowa
$575K +$349 +5 +0.1%
FCFC
873
First Citizens Financial Corp
Iowa
$574K +$105K +1,504 +22%
EAM
874
Evanson Asset Management
California
$573K +$74.2K +1,063 +15%
PWMG
875
Pioneer Wealth Management Group
Texas
$572K -$198K -2,834 -26%
33 34
35
36 37