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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 %
TDWM
926
Topel & Distasi Wealth Management
California
$1M +$61.7K +858 +7%
LWM
927
Lakeridge Wealth Management
Ohio
$998K +$697K +9,696 +232%
NWMG
928
National Wealth Management Group
Ohio
$994K -$1.14M -15,911 -54%
FNT
929
First National Trust
Pennsylvania
$981K +$36K +500 +4%
LA
930
Legacy Advisors
Pennsylvania
$978K -$111K -1,549 -10%
CFP
931
Catalyst Financial Partners
Massachusetts
$977K -$309K -4,299 -24%
IA
932
IFG Advisory
Georgia
$968K +$52.1K +724 +6%
PCM
933
Piedmont Capital Management
Montana
$958K +$78.4K +1,089 +9%
BOC
934
Blue Oak Capital
California
$953K +$953K +13,248 New
HP
935
Holistic Planning
Texas
$951K +$151K +2,102 +19%
SFS
936
Sharp Financial Services
Pennsylvania
$946K -$55.9K -777 -6%
LSA
937
Lion Street Advisors
Texas
$945K -$34.7K -483 -4%
LWL
938
Leo Wealth LLC
Texas
$942K +$61.6K +857 +7%
CA
939
Cumberland Advisors
Florida
$940K +$32.7K +455 +4%
SP
940
Sequent Planning
Nebraska
$938K -$115K -1,601 -11%
LFG
941
Larson Financial Group
Missouri
$927K +$310K +4,313 +50%
IAIM
942
International Assets Investment Management
Florida
$925K -$82.2M -1,141,914 -99%
SWM
943
SilverOak Wealth Management
Minnesota
$914K +$129K +1,800 +16%
PJSIMP
944
P.J. Schmidt Investment Management (PJS)
Wisconsin
$913K +$81.6K +1,135 +10%
BWIA
945
Bryant Woods Investment Advisors
New York
$910K +$910K +12,654 New
SFG
946
Sovereign Financial Group
Connecticut
$907K +$145K +2,023 +19%
FAI
947
Fiduciary Advisors Inc
Missouri
$899K +$899K +12,507 New
WF
948
Welch & Forbes
Massachusetts
$890K – – –
FW
949
Fairway Wealth
Ohio
$890K +$47.3K +658 +6%
HCP
950
Hardin Capital Partners
South Carolina
$884K +$72 +1 +0%
36 37
38
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