BND icon

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 %
ZB
876
Zions Bancorporation
Utah
$570K +$305K +4,376 +115%
VCP
877
Verus Capital Partners
Arizona
$566K +$200K +2,868 +55%
SM
878
Sweeney & Michel
California
$565K +$4.77K +68 +0.9%
MWM
879
MorganRosel Wealth Management
Colorado
$562K +$55.5K +795 +11%
CCB
880
Country Club Bank
Missouri
$556K -$5.59K -80 -1%
BDFN
881
Bond & Devick Financial Network
Minnesota
$554K +$179K +2,567 +48%
PFBT
882
Parkside Financial Bank & Trust
Missouri
$550K +$3.63K +52 +0.7%
LFG
883
Lockerman Financial Group
California
$542K -$40.5K -580 -7%
PO
884
Private Ocean
California
$539K -$213K -3,051 -28%
MW
885
Marcum Wealth
Ohio
$538K +$17.4K +250 +3%
CW
886
CIC Wealth
Maryland
$537K +$51.4K +736 +11%
TC
887
Trilogy Capital
California
$537K -$36.2K -519 -6%
WPWM
888
Windward Private Wealth Management
Kansas
$535K +$56K +802 +12%
VCA
889
Verdence Capital Advisors
Maryland
$534K +$160K +2,290 +43%
SFG
890
Sage Financial Group
Pennsylvania
$534K +$12.3K +176 +2%
RWMH
891
Riverpoint Wealth Management Holdings
Illinois
$533K +$768 +11 +0.1%
SS
892
Sunbelt Securities
Texas
$532K -$13.8K -198 -3%
FIM
893
Freedom Investment Management
Connecticut
$532K -$63.4K -908 -11%
Bank Julius Baer & Co
894
Bank Julius Baer & Co
Switzerland
$530K -$42.9K -614 -7%
AFG
895
AFS Financial Group
Maryland
$528K +$95.9K +1,375 +22%
WF
896
Welch & Forbes
Massachusetts
$526K +$526K +7,540 New
CWP
897
Cyndeo Wealth Partners
Florida
$517K +$3.28K +47 +0.6%
AC
898
AWM Capital
Arizona
$516K -$48.8K -699 -9%
PA
899
Procyon Advisors
Connecticut
$514K -$103K -1,471 -17%
ML
900
McAdam LLC
Pennsylvania
$510K +$13.2K +189 +3%
34 35
36
37 38