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 %
NSB
901
Norway Savings Bank
Maine
$509K – – –
WP
902
WMS Partners
Maryland
$507K +$31.2K +447 +7%
UWM
903
USAdvisors Wealth Management
Minnesota
$507K +$2.09K +30 +0.4%
HH
904
Hilltop Holdings
Texas
$506K +$48.9K +701 +11%
MPW
905
Monterey Private Wealth
California
$501K +$9.91K +142 +2%
DWP
906
Daymark Wealth Partners
Ohio
$498K +$8.72K +125 +2%
EWA
907
EverSource Wealth Advisors
Alabama
$493K -$364K -5,221 -42%
CIA
908
Cape Investment Advisory
Georgia
$490K -$40.5K -580 -8%
SVWAG
909
Sound View Wealth Advisors Group
Georgia
$490K -$21.3K -305 -4%
AIP
910
Almanack Investment Partners
Pennsylvania
$487K +$487K +6,986 New
Vontobel Holding
911
Vontobel Holding
Switzerland
$481K -$95.3K -1,365 -17%
MLA
912
My Legacy Advisors
Oregon
$480K -$681K -10,016 -59%
SFP
913
Sterling Financial Planning
New Jersey
$479K +$9.63K +138 +2%
CCM
914
Chilton Capital Management
Texas
$476K -$36.5K -523 -7%
VP
915
Verum Partners
North Carolina
$476K +$82.4K +1,181 +21%
FSC
916
Full Sail Capital
Oklahoma
$476K -$176K -2,516 -27%
Fiera Capital (Canada)
917
Fiera Capital (Canada)
Quebec, Canada
$474K -$25.7K -368 -5%
LA
918
Legacy Advisors
Pennsylvania
$471K – – –
NCM
919
Northwest Capital Management
Oregon
$467K +$158K +2,262 +51%
CWC
920
Carolinas Wealth Consulting
North Carolina
$462K -$32K -467 -6%
ATPW
921
Ashton Thomas Private Wealth
Arizona
$462K +$188K +2,690 +69%
BC
922
Barrett & Company
Rhode Island
$461K -$3.28K -47 -0.7%
Lazard Asset Management
923
Lazard Asset Management
New York
$461K -$480K – –
SWA
924
SOA Wealth Advisors
New York
$461K -$16K -229 -3%
IP
925
Ignite Planners
California
$460K -$102K -1,481 -18%
35 36
37
38 39