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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 %
GWSG
1001
GPS Wealth Strategies Group
Colorado
$577K +$6.76K +90 +1%
HGERS
1002
Householder Group Estate & Retirement Specialist
Arizona
$576K -$55.5K -739 -9%
PA
1003
Procyon Advisors
Connecticut
$573K +$14.4K +192 +3%
PA
1004
Promethium Advisors
Maryland
$573K +$573K +7,625 New
WB
1005
Webster Bank
Connecticut
$570K – – –
KWA
1006
Kingswood Wealth Advisors
California
$570K -$433K -5,765 -43%
SP
1007
Successful Portfolios
Florida
$569K -$11.2K -149 -2%
AFS
1008
Access Financial Services
Minnesota
$567K +$11.3K +151 +2%
AF
1009
Apollon Financial
South Carolina
$567K +$18.8K +250 +3%
DCM
1010
Driehaus Capital Management
Illinois
$565K -$102K -1,353 -15%
Bank Julius Baer & Co
1011
Bank Julius Baer & Co
Switzerland
$563K +$563K +6,327 New
UWM
1012
USAdvisors Wealth Management
Minnesota
$563K +$7K +93 +1%
AC
1013
AWM Capital
Arizona
$559K +$14.7K +196 +3%
VP
1014
Verum Partners
North Carolina
$548K -$41.5K -552 -7%
KWMG
1015
King Wealth Management Group
Florida
$545K -$31.5K -419 -5%
AIA
1016
Alera Investment Advisors
Illinois
$545K – – –
BC
1017
Barrett & Company
Rhode Island
$540K +$225 +3 +0%
RMDI
1018
R.M. Davis Inc
Maine
$539K -$110K -1,464 -17%
SWM
1019
SeaCrest Wealth Management
New York
$536K -$13.8K -184 -3%
SAS
1020
SMI Advisory Services
Indiana
$534K – – –
FSC
1021
Full Sail Capital
Oklahoma
$533K -$193K -2,575 -27%
SFP
1022
Sterling Financial Planning
New Jersey
$532K – – –
PWMG
1023
Pioneer Wealth Management Group
Texas
$532K -$55.5K -739 -9%
WPC
1024
Wedmont Private Capital
Pennsylvania
$531K +$5.4K +73 +1%
AT
1025
Arlington Trust
Alabama
$529K – – –
39 40
41
42 43