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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 %
MA
976
Modus Advisors
Minnesota
$561K +$73 +1 +0%
WPWM
977
Windward Private Wealth Management
Kansas
$557K -$31.3K -431 -5%
SP
978
Successful Portfolios
Florida
$556K -$33K -454 -6%
OFS
979
Oldfather Financial Services
Nebraska
$548K +$24.1K +332 +5%
NW
980
NewEdge Wealth
Pennsylvania
$547K -$9.52M -134,123 -95%
IF
981
Intrua Financial
Texas
$545K -$10.7K -148 -2%
Bank Julius Baer & Co
982
Bank Julius Baer & Co
Switzerland
$545K – – –
ML
983
McAdam LLC
Pennsylvania
$544K -$4.5K -62 -0.8%
DWS
984
Discipline Wealth Solutions
South Carolina
$543K -$1.29M -17,871 -70%
CFG
985
Citizens Financial Group
Rhode Island
$542K +$542K +7,469 New
RMDI
986
R.M. Davis Inc
Maine
$542K -$101K -1,394 -16%
VCP
987
Verus Capital Partners
Arizona
$540K -$65.1K -897 -11%
SCA
988
Stonebridge Capital Advisors
Minnesota
$539K +$280K +3,850 +108%
BWG
989
Balanced Wealth Group
Ohio
$538K -$579K -8,086 -52%
VP
990
Verum Partners
North Carolina
$536K +$3.49K +48 +0.7%
AC
991
AWM Capital
Arizona
$533K -$31.2K -429 -6%
UWM
992
USAdvisors Wealth Management
Minnesota
$530K -$5.02K -69 -0.9%
RCM
993
Rain Capital Management
Oregon
$524K -$22.6K -311 -4%
SFS
994
Summit Financial Strategies
Ohio
$524K -$1.53K -21 -0.3%
GAA
995
Guardian Asset Advisors
Pennsylvania
$523K +$267K +3,680 +105%
BC
996
Barrett & Company
Rhode Island
$521K +$145 +2 +0%
AWE
997
Avidian Wealth Enterprises
Texas
$521K -$105K -1,448 -17%
Fiera Capital (Canada)
998
Fiera Capital (Canada)
Quebec, Canada
$521K -$57.2K -788 -10%
AFS
999
Access Financial Services
Minnesota
$521K -$82.1K -1,130 -14%
CFG
1000
Cooper Financial Group
California
$513K +$513K +7,062 New
38 39
40
41 42