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Vanguard Total Bond Market
BND

Overview Fund Activity

1,448 hedge funds and large institutions have $69.8B invested in Vanguard Total Bond Market in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 751 increasing their positions, 440 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,448
Holders Change
+17
Holders Change %
+1.19%
% of All Funds
20.94%
Holding in Top 10
237
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.85%
% of All Funds
3.43%
New
116
Increased
751
Reduced
440
Closed
81
Calls
$28.7M
Puts
$7.85M
Net Calls
+$20.9M
Net Calls Change
+$10M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$812M
2
Creative Planning
Creative Planning
Kansas
+$544M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$477M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$398M
5
AA
Axiom Advisory
California
+$355M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$536M
2
SEI Investments
SEI Investments
Pennsylvania
-$280M
3
Charles Schwab
Charles Schwab
California
-$234M
4
SFC
Strategic Financial Concepts
Texas
-$158M
5
Truist Financial
Truist Financial
North Carolina
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
851
Lion Street Advisors
Texas
$1.02M -$727K -9,676 -42%
E3F
852
Eight 31 Financial
Texas
$1.02M -$543K -7,236 -35%
RSWM
853
Robertson Stephens Wealth Management
California
$1M +$389K +5,173 +63%
MA
854
MBA Advisors
Pennsylvania
$996K -$7.51K -100 -0.7%
FI
855
Financial Insights
Washington
$989K -$209K -2,778 -17%
FNT
856
First National Trust
Pennsylvania
$987K -$104K -1,380 -10%
HPC
857
HM Payson & Co
Maine
$984K -$30K -400 -3%
IRAG
858
Investment Research & Advisory Group
Georgia
$982K +$127K +1,691 +15%
TDWM
859
Topel & Distasi Wealth Management
California
$981K +$16.1K +215 +2%
SIMC
860
Squire Investment Management Company
Utah
$964K – – –
CWM
861
Collaborative Wealth Management
Florida
$963K -$82.6K -1,100 -8%
IA
862
IFG Advisory
Georgia
$957K -$168K -2,235 -15%
CKAIS
863
Christensen King & Associates Investment Services
Washington
$954K +$158K +2,102 +20%
ATPW
864
Ashton Thomas Private Wealth
Arizona
$951K +$136K +1,810 +17%
CA
865
Cumberland Advisors
Florida
$948K +$142K +1,890 +18%
FWM
866
FSA Wealth Management
Massachusetts
$947K +$947K +12,604 New
CA
867
Claro Advisors
Massachusetts
$938K +$18K +239 +2%
WF
868
Welch & Forbes
Massachusetts
$929K +$425K +5,653 +84%
LWL
869
Leo Wealth LLC
Texas
$919K +$154K +2,057 +20%
AWA
870
Arete Wealth Advisors
Illinois
$919K -$77.9K -1,037 -8%
TPWA
871
Twin Peaks Wealth Advisors
California
$912K +$51.8K +690 +6%
HCP
872
Hardin Capital Partners
South Carolina
$911K -$12.3K -166 -1%
APWM
873
Argonautica Private Wealth Management
Massachusetts
$905K +$20.8K +277 +2%
PCM
874
Piedmont Capital Management
Montana
$903K -$6.5K -88 -0.7%
MW
875
Maia Wealth
Colorado
$902K +$420K +5,724 +87%
33 34
35
36 37