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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 %
EFG
901
Everhart Financial Group
Ohio
$733K +$289K +3,980 +65%
DWT
902
Dorsey & Whitney Trust
South Dakota
$721K +$63.6K +875 +10%
OFG
903
Orcam Financial Group
California
$713K +$145 +2 +0%
ST
904
Sabal Trust
Florida
$707K +$707K +9,737 New
LWL
905
Leo Wealth LLC
Texas
$706K +$2.59K +36 +0.4%
KDA
906
Kraft Davis & Associates
Missouri
$705K +$97.6K +1,362 +16%
SAM
907
Strategy Asset Managers
California
$703K -$23.8K -328 -3%
SNBOSCI
908
Security National Bank of Sioux City Iowa
Iowa
$701K +$107K +1,473 +18%
BSA
909
Bull Street Advisors
Georgia
$696K -$34.5K -475 -5%
IWP
910
Insight Wealth Partners
Texas
$693K +$693K +9,547 New
TMWM
911
Taylor & Morgan Wealth Management
Michigan
$693K -$16.3K -224 -2%
RIA
912
Realta Investment Advisors
Delaware
$685K +$33.6K +462 +5%
BWP
913
Balboa Wealth Partners
Arizona
$683K -$25.8K -355 -4%
PJSIMP
914
P.J. Schmidt Investment Management (PJS)
Wisconsin
$674K +$319K +4,393 +90%
SB
915
Strategic Blueprint
Georgia
$671K +$1.09K +15 +0.2%
ACM
916
Absolute Capital Management
Pennsylvania
$668K +$79.3K +1,092 +13%
NFG
917
Northeast Financial Group
Pennsylvania
$668K -$60.4K -832 -8%
SCG
918
Sonata Capital Group
Washington
$660K -$26.2K -360 -4%
SAG
919
SageView Advisory Group
California
$651K +$651K +9,071 New
SCM
920
Shorepath Capital Management
Utah
$649K +$58.1K +800 +10%
CIA
921
Capital Investment Advisors
Georgia
$648K -$95.2K -1,310 -13%
RFS
922
Richardson Financial Services
Massachusetts
$646K +$440K +6,061 +214%
CT
923
Colonial Trust
South Carolina
$645K -$30.1K -415 -4%
LWM
924
Liberty Wealth Management
California
$644K -$6.18M -84,856 -91%
HBW
925
Hazlett, Burt & Watson
West Virginia
$644K -$62.6K -863 -9%
35 36
37
38 39