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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 %
UCFA
876
United Capital Financial Advisors
Texas
$893K -$78.3K -1,043 -8%
DWP
877
Daymark Wealth Partners
Ohio
$892K -$18K -239 -2%
AIS
878
American Investment Services
Massachusetts
$891K +$17.3K +230 +2%
HIP
879
HUB Investment Partners
Texas
$891K +$304K +4,053 +52%
AF
880
Advisornet Financial
Minnesota
$886K +$81.3K +1,082 +10%
TCMP
881
Thrive Capital Management (Pennsylvania)
Pennsylvania
$886K +$41.3K +550 +5%
HI
882
Hendershot Investments
Virginia
$883K -$24.2K -322 -3%
GWANC
883
Guardian Wealth Advisors (North Carolina)
North Carolina
$882K -$52.6K -700 -6%
FW
884
Fairway Wealth
Ohio
$880K +$230K +3,064 +35%
EP
885
Edgestream Partners
New Jersey
$875K +$542K +7,215 +163%
FAT
886
First American Trust
California
$875K -$9.84K -131 -1%
RWM
887
Ruedi Wealth Management
Illinois
$869K +$12.9K +172 +2%
PJSIMP
888
P.J. Schmidt Investment Management (PJS)
Wisconsin
$868K +$30.3K +404 +4%
KeyBank National Association
889
KeyBank National Association
Ohio
$862K +$113K +1,503 +15%
IFWM
890
Institute for Wealth Management
Colorado
$849K -$7.89K -105 -0.9%
LW
891
Linscomb Wealth
Texas
$843K -$1.73K -23 -0.2%
HP
892
Holistic Planning
Texas
$836K +$836K +11,129 New
BC
893
Burney Company
Virginia
$835K +$47.2K +629 +6%
AFS
894
Annapolis Financial Services
Maryland
$834K -$137K -1,828 -14%
EP
895
EPIQ Partners
Minnesota
$833K +$833K +11,097 New
SFA
896
Sequoia Financial Advisors
Ohio
$831K -$26.9K -358 -3%
AAP
897
Arax Advisory Partners
Colorado
$830K +$726K +9,661 +698%
MAM
898
McCarthy Asset Management
California
$828K +$304K +4,047 +58%
CFO
899
Callan Family Office
Pennsylvania
$827K -$366K -4,873 -31%
ACM
900
AUA Capital Management
Pennsylvania
$827K -$4.21K -56 -0.5%
34 35
36
37 38