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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 %
RFP
926
RCS Financial Planning
Maryland
$643K +$22.5K +310 +4%
CAAM
927
Cornerstone Advisors Asset Management
Pennsylvania
$641K – – –
MPW
928
Monterey Private Wealth
California
$638K +$26.8K +369 +4%
LFG
929
Larson Financial Group
Missouri
$637K -$144K -1,984 -18%
CAG
930
Crestwood Advisors Group
Massachusetts
$634K +$28.7K +395 +5%
LFG
931
Lockerman Financial Group
California
$634K +$16.3K +224 +3%
CWP
932
Cyndeo Wealth Partners
Florida
$630K -$1.52M -20,969 -71%
RWMH
933
Riverpoint Wealth Management Holdings
Illinois
$629K +$68.2K +939 +12%
CFP
934
Cypress Financial Planning
New Jersey
$629K +$374K +5,150 +147%
CAC
935
Certified Advisory Corp
Florida
$624K +$33.3K +459 +6%
PP
936
PrairieView Partners
Minnesota
$622K +$2.98K +41 +0.5%
CW
937
CIC Wealth
Maryland
$620K +$54.3K +747 +10%
DCM
938
Driehaus Capital Management
Illinois
$619K +$159K +2,193 +35%
KFI
939
Key Financial Inc
Pennsylvania
$619K +$73 +1 +0%
PFG
940
Pinnacle Financial Group
Illinois
$618K -$137K -1,880 -18%
RB
941
Rodgers Brothers
Pennsylvania
$617K – – –
HWA
942
HCR Wealth Advisors
California
$617K -$76.1K -1,048 -11%
IIC
943
Ironwood Investment Counsel
Arizona
$617K +$407K +5,598 +194%
HGERS
944
Householder Group Estate & Retirement Specialist
Arizona
$615K -$15.3K -210 -2%
CSPAM
945
Cary Street Partners Asset Management
Virginia
$611K +$261K +3,589 +74%
RIL
946
Rothschild Investment LLC
Illinois
$610K +$3.34K +46 +0.6%
AWM
947
Aries Wealth Management
Maine
$605K – – –
WB
948
Webster Bank
Connecticut
$601K -$16.9K -233 -3%
CIA
949
Cape Investment Advisory
Georgia
$600K -$15.6K -215 -3%
CSWM
950
Cassady Schiller Wealth Management
Ohio
$599K – – –
36 37
38
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