BND icon

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 %
SWM
1001
SeaCrest Wealth Management
New York
$347K -$44.4K -637 -11%
FNT
1002
First National Trust
Pennsylvania
$342K -$40.3K -578 -11%
GCA
1003
Genesee Capital Advisors
New York
$341K -$104K -1,491 -23%
WIC
1004
Woodmont Investment Counsel
Tennessee
$341K -$27.2K -390 -7%
WB
1005
Webster Bank
Connecticut
$337K -$36.3K -520 -10%
MA
1006
MKT Advisors
California
$336K – – –
CPP
1007
Capasso Planning Partners
South Carolina
$330K +$70 +1 +0%
RCS
1008
Retirement Capital Strategies
California
$328K -$134K -1,922 -29%
APP
1009
Avantax Planning Partners
Iowa
$326K -$20K -286 -6%
PWA
1010
Provenance Wealth Advisors
Florida
$325K +$325K +4,651 New
LA
1011
LexAurum Advisors
Kansas
$324K +$113K +1,621 +54%
KPWG
1012
KFA Private Wealth Group
Virginia
$323K +$94.6K +1,355 +41%
HL
1013
HeadInvest LLC
Maine
$322K – – –
ACA
1014
Anchor Capital Advisors
Massachusetts
$321K – – –
SWM
1015
Silverlake Wealth Management
Vermont
$318K -$104K -1,489 -25%
WE
1016
Wealth Effects
Massachusetts
$317K +$109K +1,557 +52%
GSEP
1017
Golden State Equity Partners
California
$316K +$13.3K +191 +4%
MAP
1018
Milestone Advisory Partners
North Carolina
$316K – – –
AWA
1019
Authentikos Wealth Advisory
California
$314K -$9.84K -141 -3%
WJWM
1020
Williams Jones Wealth Management
New York
$313K +$313K +4,489 New
QCG
1021
Quadrant Capital Group
Ohio
$311K +$22.3K +319 +8%
HSA
1022
HBK Sorce Advisory
Pennsylvania
$308K +$19.5K +279 +7%
CNWM
1023
Clay Northam Wealth Management
California
$304K – – –
KCM
1024
Kathmere Capital Management
Pennsylvania
$303K – – –
IA
1025
Insight Advisors
Pennsylvania
$303K +$70 +1 +0%
39 40
41
42 43