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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 %
AF
876
Advisornet Financial
Minnesota
$804K -$143K -1,969 -15%
ACM
877
AUA Capital Management
Pennsylvania
$803K -$54.6K -752 -6%
SWM
878
SilverOak Wealth Management
Minnesota
$803K +$68.9K +949 +9%
CKAIS
879
Christensen King & Associates Investment Services
Washington
$792K +$120K +1,652 +18%
GFS
880
GYL Financial Synergies
Connecticut
$788K +$21.6K +297 +3%
PFA
881
Petra Financial Advisors
Colorado
$785K – – –
FA
882
Financial Avengers
California
$783K +$276K +3,841 +54%
HIA
883
HTG Investment Advisors
Connecticut
$782K +$310K +4,268 +66%
SIMC
884
Squire Investment Management Company
Utah
$780K +$84.9K +1,169 +12%
SFG
885
Sovereign Financial Group
Connecticut
$777K -$9.73K -134 -1%
UAG
886
United Advisor Group
Ohio
$771K +$771K +10,610 New
AIS
887
American Investment Services
Massachusetts
$770K +$13.7K +188 +2%
EWA
888
EverSource Wealth Advisors
Alabama
$770K +$76.2K +1,078 +11%
MCA
889
MSH Capital Advisors
Arizona
$770K -$4.07K -56 -0.5%
KeyBank National Association
890
KeyBank National Association
Ohio
$768K -$1.73M -23,851 -69%
SWA
891
SFMG Wealth Advisors
Texas
$768K +$1.6K +22 +0.2%
BC
892
Burney Company
Virginia
$762K -$37.4K -515 -5%
SFG
893
Sage Financial Group
Pennsylvania
$761K -$10.8K -149 -1%
GFP
894
Gryphon Financial Partners
Ohio
$760K +$282K +3,888 +59%
PFG
895
Pacific Financial Group
Washington
$759K +$9.44K +130 +1%
FGAM
896
Financial Gravity Asset Management
Texas
$757K -$29.1M -398,463 -97%
WFA
897
Websterrogers Financial Advisors
South Carolina
$755K +$170K +2,342 +29%
EWM
898
Executive Wealth Management
Michigan
$751K -$16M -221,980 -96%
FSC
899
Full Sail Capital
Oklahoma
$740K -$36K -495 -5%
WA
900
Waterford Advisors
New York
$738K +$738K +10,209 New
34 35
36
37 38