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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 %
OFG
1001
Orcam Financial Group
California
$739K +$32.1K +446 +5%
BC
1002
Burney Company
Virginia
$738K -$61.4K -854 -8%
WMWM
1003
Whitaker-Myers Wealth Managers
Ohio
$738K +$20.6K +287 +3%
CFS
1004
Coordinated Financial Services
Colorado
$736K +$736K +10,230 New
WFS
1005
Widmann Financial Services
Maryland
$735K – – –
CWAG
1006
Compton Wealth Advisory Group
Virginia
$722K -$8.28M -115,188 -92%
GPA
1007
Garrison Point Advisors
California
$722K +$144K +2,000 +25%
AA
1008
Addison Advisors
Vermont
$719K +$141K +1,960 +24%
E3F
1009
Eight 31 Financial
Texas
$717K -$256K -3,559 -26%
FF
1010
Friedenthal Financial
New Jersey
$717K +$713K +9,920 +21,565%
MAM
1011
McLean Asset Management
Virginia
$715K +$64.7K +900 +10%
MA
1012
MONECO Advisors
Connecticut
$715K +$260K +3,610 +57%
SWM
1013
SeaCrest Wealth Management
New York
$712K +$199K +2,767 +39%
CAG
1014
Crestwood Advisors Group
Massachusetts
$707K +$252K +3,511 +56%
GPW
1015
Genesis Private Wealth
Virginia
$707K +$707K +9,828 New
MPW
1016
Monterey Private Wealth
California
$706K +$34.5K +480 +5%
BFS
1017
BridgePort Financial Solutions
Iowa
$705K +$705K +9,617 New
TMWM
1018
Taylor & Morgan Wealth Management
Michigan
$703K -$4.53K -63 -0.6%
SA
1019
SAM Advisors
California
$703K +$231K +3,206 +49%
EGM
1020
Engineers Gate Manager
New York
$702K +$702K +9,758 New
RCWM
1021
Red Crane Wealth Management
California
$696K +$696K +9,684 New
EWM
1022
Executive Wealth Management
Michigan
$688K -$26.5K -368 -4%
USCWA
1023
U.S. Capital Wealth Advisors
Texas
$686K -$1.36M -18,891 -66%
SNBOSCI
1024
Security National Bank of Sioux City Iowa
Iowa
$686K -$16.9K -235 -2%
TCM
1025
Traynor Capital Management
Pennsylvania
$684K -$7.41K -103 -1%
39 40
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