BND icon

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 %
GIM
851
Goelzer Investment Management
Indiana
$881K -$44.7K -615 -5%
Qube Research & Technologies (QRT)
852
Qube Research & Technologies (QRT)
United Kingdom
$879K – – –
WWA
853
WCG Wealth Advisors
Nevada
$878K -$175K -2,416 -17%
HI
854
Hendershot Investments
Virginia
$875K -$352K -4,842 -29%
BAM
855
Belpointe Asset Management
Nevada
$868K +$546K +7,521 +170%
CPA
856
Capital Planning Advisors
California
$867K +$105K +1,444 +14%
CIG
857
Cascade Investment Group
Colorado
$867K +$447K +6,155 +106%
APWM
858
Argonautica Private Wealth Management
Massachusetts
$864K +$59.2K +815 +7%
BTWM
859
Brass Tax Wealth Management
Ohio
$863K +$863K +11,888 New
LODC
860
Lanham O'Dell & Company
West Virginia
$863K +$790K +52,971 +1,077%
RGC
861
Roberts, Glore & Co
Illinois
$860K -$9.44K -130 -1%
RWM
862
Ruedi Wealth Management
Illinois
$860K -$34.3K -472 -4%
CFS
863
Cannon Financial Strategists
Georgia
$859K +$1.53K +21 +0.2%
ATPW
864
Ashton Thomas Private Wealth
Arizona
$857K +$247K +3,401 +40%
JRP
865
Jasper Ridge Partners
California
$855K – – –
EP
866
Essential Planning
New Hampshire
$843K – – –
IRAG
867
Investment Research & Advisory Group
Georgia
$833K -$1.29M -17,768 -61%
RWM
868
RBA Wealth Management
California
$832K +$64.9K +894 +8%
FA
869
Fountainhead AM
New Jersey
$825K +$17.1K +236 +2%
LW
870
Linscomb Wealth
Texas
$821K -$21.6K -297 -3%
TTSTC
871
Texas Treasury Safekeeping Trust Company
Texas
$821K +$320K +4,400,646 +64%
Amundi
872
Amundi
France
$813K +$813K +11,500 New
KA
873
Kovack Advisors
Florida
$810K +$810K +11,157 New
ETIA
874
Epic Trust Investment Advisors
Washington
$809K -$94.2K -1,297 -10%
AWA
875
Archvest Wealth Advisors
California
$808K +$14.3K +199 +2%
33 34
35
36 37