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Vanguard Total Bond Market
BND

Overview Fund Activity

1,237 hedge funds and large institutions have $46.7B invested in Vanguard Total Bond Market in 2021 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 499 increasing their positions, 398 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,237
Holders Change
+132
Holders Change %
+11.95%
% of All Funds
19.1%
Holding in Top 10
192
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+15.66%
% of All Funds
2.97%
New
236
Increased
499
Reduced
398
Closed
81
Calls
$8.09M
Puts
$1.1M
Net Calls
+$6.99M
Net Calls Change
+$1.83M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$437M
2
Morgan Stanley
Morgan Stanley
New York
+$327M
3
SEI Investments
SEI Investments
Pennsylvania
+$267M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$235M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$206M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$913M
2
Truist Financial
Truist Financial
North Carolina
-$90.1M
3
KIM
Karpus Investment Management
New York
-$82M
4
Wells Fargo
Wells Fargo
California
-$53.3M
5
MNG
Manning & Napier Group
New York
-$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OHWP
1001
Oak Harbor Wealth Partners
North Carolina
$298K +$298K +3,518 New
DP
1002
Divergent Planning
Maryland
$298K +$298K +3,535 New
NCM
1003
Northwest Capital Management
Oregon
$297K -$231K -2,814 -44%
BAMG
1004
Brand Asset Management Group
Missouri
$297K +$15.5K +183 +6%
CIC
1005
Carnegie Investment Counsel
Ohio
$297K +$66.5K +784 +29%
1WA
1006
180 Wealth Advisors
Washington
$296K – – –
SF
1007
Symphony Financial
Texas
$295K -$25.4M -302,366 -99%
SWP
1008
Summit Wealth Partners
Florida
$295K -$34.4K -406 -10%
MF
1009
Montis Financial
Massachusetts
$292K – – –
SCA
1010
Stokes Capital Advisors
South Carolina
$292K +$10.3K +121 +4%
BI
1011
Blooom Inc
Kansas
$290K -$42.8K -358 -13%
FWM
1012
Focused Wealth Management
New York
$289K -$904K -10,680 -76%
SIA
1013
Stegner Investment Associates
Kentucky
$289K +$289K +3,407 New
LAS
1014
LWM Advisory Services
Florida
$288K +$288K +3,395 New
CRI
1015
Colonial River Investments
Virginia
$288K +$288K +3,398 New
TPA
1016
Trivium Point Advisory
Connecticut
$287K +$10.2K +120 +4%
AA
1017
Auxano Advisors
Washington
$286K +$286K +3,373 New
BRWM
1018
B. Riley Wealth Management
Tennessee
$283K +$1.7K +20 +0.6%
BMCM
1019
Bryn Mawr Capital Management
Pennsylvania
$282K – – –
Neuberger Berman Group
1020
Neuberger Berman Group
New York
$281K -$258K -3,044 -48%
SMG
1021
Smart Money Group
Texas
$281K +$281K +3,314 New
SWA
1022
Sax Wealth Advisors
New Jersey
$280K +$50.4K +595 +22%
AWM
1023
Abound Wealth Management
Tennessee
$279K +$279K +3,297 New
GT
1024
Glenview Trust
Kentucky
$278K -$208K -2,444 -43%
HWA
1025
Hillcrest Wealth Advisors
New Jersey
$275K – – –
39 40
41
42 43