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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 %
KFI
976
Key Financial Inc
Pennsylvania
$641K +$150 +2 +0%
Amundi
977
Amundi
France
$637K -$185K -2,500 -23%
PA
978
Planning Alternatives
Michigan
$627K +$18.3K +243 +3%
NFG
979
Northeast Financial Group
Pennsylvania
$623K -$55.1K -734 -8%
CSWM
980
Cassady Schiller Wealth Management
Ohio
$619K – – –
AWM
981
Aries Wealth Management
Maine
$614K -$11K -147 -2%
KMWM
982
Keudell/Morrison Wealth Management
Oregon
$613K +$35.7K +475 +6%
BP
983
BWM Planning
Texas
$613K +$613K +8,163 New
RPA
984
Rock Point Advisors
Vermont
$606K – – –
AA
985
Addison Advisors
Vermont
$604K +$15.4K +205 +3%
GPA
986
Garrison Point Advisors
California
$604K +$112K +1,496 +23%
BSA
987
Bull Street Advisors
Georgia
$600K -$56.3K -750 -9%
AIA
988
Ally Invest Advisors
North Carolina
$595K +$81.1K +1,080 +16%
SIG
989
Stonegate Investment Group
Alabama
$595K -$264K -3,510 -31%
IF
990
Intrua Financial
Texas
$593K +$11.6K +155 +2%
CIA
991
Capital Investment Advisors
Georgia
$592K -$52.4K -698 -8%
HBW
992
Hazlett, Burt & Watson
West Virginia
$592K -$82.8K -1,102 -12%
NHC
993
Nicholas Hoffman & Company
Georgia
$588K +$314K +4,180 +115%
FMWA
994
Forvis Mazars Wealth Advisors
Missouri
$583K -$51.3K -683 -8%
SAM
995
S.A. Mason
Michigan
$583K +$186K +2,480 +47%
OHWP
996
Oak Harbor Wealth Partners
North Carolina
$583K +$91.8K +1,222 +19%
KFP
997
Keener Financial Planning
Texas
$582K -$21.1K -281 -3%
HPM
998
Hoxton Planning & Management
West Virginia
$581K +$581K +7,739 New
MA
999
Modus Advisors
Minnesota
$578K +$5.26K +70 +0.9%
MAS
1000
Madden Advisory Services
Florida
$577K +$186K +2,481 +48%
38 39
40
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