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Vanguard Total Bond Market
BND

Overview Fund Activity

1,583 hedge funds and large institutions have $77.6B invested in Vanguard Total Bond Market in 2024 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 794 increasing their positions, 420 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,583
Holders Change
+135
Holders Change %
+9.32%
% of All Funds
21.07%
Holding in Top 10
252
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.33%
% of All Funds
3.35%
New
258
Increased
794
Reduced
420
Closed
92
Calls
$5.96M
Puts
$760K
Net Calls
+$5.2M
Net Calls Change
-$15.7M

Top Buyers

1
EP
Essential Planning
New Hampshire
+$3.3B
2
Morgan Stanley
Morgan Stanley
New York
+$1.33B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$723M
4
Creative Planning
Creative Planning
Kansas
+$639M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$598M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$572M
2
BlackRock
BlackRock
New York
-$172M
3
IAIM
International Assets Investment Management
Florida
-$82.2M
4
TC
Toews Corporation
New Jersey
-$76.3M
5
MWA
Martel Wealth Advisors
Washington
-$76.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
876
Perennial Investment Advisors
California
$1.21M +$83.7K +1,164 +7%
FB
877
Finward Bancorp
Indiana
$1.2M +$1.2M +16,756 New
AW
878
Avion Wealth
Texas
$1.2M +$1.07M +14,822 +772%
AIC
879
Archer Investment Corporation
Indiana
$1.2M +$135K +1,884 +13%
WA
880
Wealthstream Advisors
New York
$1.2M +$14.4K +200 +1%
HWM
881
Hemington Wealth Management
Virginia
$1.18M -$18.5K -257 -2%
SCP
882
Silverleafe Capital Partners
Tennessee
$1.18M +$1.18M +16,364 New
TIP
883
Torray Investment Partners
Maryland
$1.17M – – –
SFP
884
Strategic Financial Planning
Texas
$1.17M +$20.8K +289 +2%
CIG
885
Cascade Investment Group
Colorado
$1.17M +$87.3K +1,214 +8%
TFO
886
Timonier Family Office
North Carolina
$1.16M +$1.16M +16,168 New
ACM
887
Alpha Capital Management
Texas
$1.16M +$66.6K +926 +6%
LWM
888
Lodestone Wealth Management
Washington
$1.16M -$321K -4,462 -22%
CA
889
Clune & Associates
Illinois
$1.16M +$1.16M +16,075 New
TL
890
Tradewinds LLC
North Carolina
$1.15M -$71.7K -993 -6%
UCFA
891
United Capital Financial Advisors
Texas
$1.14M +$287K +3,995 +34%
CA
892
Claro Advisors
Massachusetts
$1.14M +$240K +3,333 +27%
HFS
893
Heritage Financial Services
Massachusetts
$1.13M +$47.2K +656 +4%
VWA
894
VERITY Wealth Advisors
United States
$1.13M +$10.1K +140 +0.9%
SA
895
Sincerus Advisory
New York
$1.13M +$1.13M +15,669 New
RI
896
Rinkey Investments
California
$1.13M +$379K +5,266 +51%
DT
897
Diversified Trust
Tennessee
$1.12M +$12K +167 +1%
PCS
898
Private Client Services
Kentucky
$1.11M -$360K -5,006 -25%
MWM
899
MorganRosel Wealth Management
Colorado
$1.1M +$55.1K +766 +5%
AAP
900
Arax Advisory Partners
Colorado
$1.1M +$307K +4,269 +39%
34 35
36
37 38