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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 %
BJL
951
Brighton Jones LLC
Washington
$402K -$143K -2,056 -26%
JFG
952
JMG Financial Group
Illinois
$400K – – –
SDWIA
953
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$400K – – –
CPG
954
Cornerstone Planning Group
New Jersey
$400K -$204K -2,926 -34%
KOCAA
955
Knights of Columbus Asset Advisors
Connecticut
$399K – – –
SFP
956
Sandbox Financial Partners
Maryland
$398K -$111K -1,592 -22%
TFG
957
Tilson Financial Group
New Jersey
$397K +$397K +5,687 New
ASFA
958
All Season Financial Advisors
Colorado
$397K -$2.61M -37,338 -87%
BFC
959
Bedel Financial Consulting
Indiana
$394K +$394K +5,652 New
SSWM
960
Sheets Smith Wealth Management
North Carolina
$392K -$6.98K -100 -2%
EFG
961
Ethos Financial Group
Pennsylvania
$387K -$22K -315 -5%
VAG
962
VisionPoint Advisory Group
Texas
$384K +$234K +3,348 +155%
C
963
Covestor
United Kingdom
$382K +$13K +187 +4%
WA
964
Waverly Advisors
Alabama
$380K +$37K +530 +11%
PFG
965
Pinnacle Financial Group
Illinois
$380K -$8.37K -120 -2%
SMC
966
Smith, Moore & Co
Missouri
$379K -$27.2K -390 -7%
KDA
967
Kraft Davis & Associates
Missouri
$377K – – –
BAM
968
Brave Asset Management
New Jersey
$376K +$27.2K +390 +8%
CIG
969
Cascade Investment Group
Colorado
$376K +$34.1K +488 +10%
AF
970
Affiance Financial
Minnesota
$375K -$107K -1,530 -22%
JWM
971
Janiczek Wealth Management
Colorado
$375K +$119K +1,700 +46%
OAJ
972
Ogorek Anthony Joseph
New York
$373K – – –
FOA
973
Five Oceans Advisors
California
$373K -$7.47K -107 -2%
DCM
974
Dimension Capital Management
Florida
$372K -$1.4K -20 -0.4%
ACM
975
Absolute Capital Management
Pennsylvania
$369K +$161K +2,314 +78%
37 38
39
40 41