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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 %
OPWM
976
Oregon Pacific Wealth Management
Oregon
$817K +$817K +11,355 New
CKAIS
977
Christensen King & Associates Investment Services
Washington
$814K -$99.4K -1,383 -11%
PGWM
978
Pitti Group Wealth Management
New York
$809K +$551K +7,669 +214%
WPC
979
Wedmont Private Capital
Pennsylvania
$802K +$291K +4,082 +57%
AWE
980
Avidian Wealth Enterprises
Texas
$799K +$141K +1,959 +21%
SDH
981
Sloy Dahl & Holst
Washington
$797K +$384K +5,340 +93%
LW
982
Linscomb Wealth
Texas
$797K -$10.4K -144 -1%
EIC
983
Equity Investment Corp
Georgia
$795K +$347K +4,832 +78%
OAS
984
Optivise Advisory Services
Tennessee
$795K +$4.03K +56 +0.5%
CSIA
985
Conrad Siegel Investment Advisors
Pennsylvania
$793K +$28.4K +395 +4%
ACM
986
AUA Capital Management
Pennsylvania
$791K – – –
CWP
987
Cyndeo Wealth Partners
Florida
$784K +$72 +1 +0%
WAG
988
Wheelhouse Advisory Group
Missouri
$784K +$322K +4,484 +70%
CMA
989
Cedar Mountain Advisors
Oregon
$774K – – –
Amundi
990
Amundi
France
$773K +$158K +2,200 +26%
NCFG
991
New Century Financial Group
New Jersey
$772K +$56.3K +784 +8%
JSW
992
Journey Strategic Wealth
New Jersey
$767K -$6.69K -93 -0.9%
IFWM
993
Institute for Wealth Management
Colorado
$763K -$49.7K -691 -6%
FI
994
Financial Insights
Washington
$755K -$192K -2,664 -20%
CWM
995
Campbell Wealth Management
Virginia
$750K +$15.7K +218 +2%
BAM
996
Belpointe Asset Management
Nevada
$749K +$17.3K +233 +2%
BWL
997
Beacon Wealthcare LLC
North Carolina
$745K -$72 -1 -0%
IWA
998
Icon Wealth Advisors
Texas
$743K +$442K +6,148 +147%
RGC
999
Roberts, Glore & Co
Illinois
$742K +$2.45K +34 +0.3%
SCM
1000
Shorepath Capital Management
Utah
$739K +$59.1K +822 +9%
38 39
40
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