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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 %
LA
901
Lifeworks Advisors
Michigan
$826K -$12.4K -165 -1%
OAS
902
Optivise Advisory Services
Tennessee
$826K -$3.53K -47 -0.4%
OFS
903
Oldfather Financial Services
Nebraska
$822K +$86.5K +1,152 +12%
SWM
904
SilverOak Wealth Management
Minnesota
$820K +$11.9K +158 +1%
CWP
905
Cyndeo Wealth Partners
Florida
$819K -$42.4K -565 -5%
SFP
906
Sandbox Financial Partners
Maryland
$815K +$194K +2,578 +31%
CMA
907
Cedar Mountain Advisors
Oregon
$809K +$809K +10,768 New
GFS
908
GYL Financial Synergies
Connecticut
$808K -$293K -3,901 -27%
JSW
909
Journey Strategic Wealth
New Jersey
$808K +$6.99K +93 +0.9%
SFG
910
Sage Financial Group
Pennsylvania
$803K +$12.6K +168 +2%
CSIA
911
Conrad Siegel Investment Advisors
Pennsylvania
$798K +$133K +1,767 +20%
SFG
912
Sovereign Financial Group
Connecticut
$796K -$5.86K -78 -0.7%
PFG
913
Pinnacle Financial Group
Illinois
$793K +$127K +1,698 +19%
RFP
914
RCS Financial Planning
Maryland
$790K +$676 +9 +0.1%
LCM
915
Lazari Capital Management
California
$786K -$51.5K -685 -6%
ITB
916
Idaho Trust Bank
Idaho
$786K +$8.86K +118 +1%
WWA
917
WCG Wealth Advisors
Nevada
$784K -$65.8K -876 -8%
RI
918
Rinkey Investments
California
$780K +$501K +6,668 +179%
BWL
919
Beacon Wealthcare LLC
North Carolina
$778K – – –
OC
920
Oarsman Capital
Wisconsin
$778K +$778K +10,356 New
EWA
921
EverSource Wealth Advisors
Alabama
$776K +$13.2K +176 +2%
MPCL
922
My Personal CFO LLC
Washington
$775K -$377K -5,016 -33%
SAM
923
Strategy Asset Managers
California
$773K +$773K +10,296 New
RGC
924
Roberts, Glore & Co
Illinois
$773K -$255K -3,391 -25%
SA
925
Strategic Advocates
Utah
$769K -$162K -2,160 -17%
35 36
37
38 39