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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 %
WDG
1026
Wealth Dimensions Group
Ohio
$273K – – –
ESB
1027
Essex Savings Bank
Connecticut
$273K +$2.96K +35 +1%
IFAM
1028
Institutional & Family Asset Management
Colorado
$272K -$45.3K -534 -14%
RGF
1029
Retirement Guys Formula
Ohio
$271K +$271K +3,199 New
PWA
1030
Pillar Wealth Advisors
Pennsylvania
$271K +$271K +3,202 New
AWP
1031
Abacus Wealth Partners
California
$271K +$271K +3,197 New
LWM
1032
Liberty Wealth Management
California
$270K -$791K -9,319 -75%
BFS
1033
Baskin Financial Services
Ontario, Canada
$270K – – –
BDF
1034
Balasa Dinverno & Foltz
$270K +$50.5K +596 +23%
WA
1035
Waverly Advisors
Alabama
$267K – – –
AF
1036
Apexium Financial
Texas
$266K – – –
MWM
1037
Meridian Wealth Management
Kentucky
$265K -$21.5K -254 -8%
HSA
1038
HBK Sorce Advisory
Pennsylvania
$264K -$23.8K -281 -8%
WCM
1039
Wealthcare Capital Management
Virginia
$264K +$264K +3,120 New
ACI
1040
Alpha Cubed Investments
California
$263K -$3.4K -40 -1%
FCH
1041
Freestone Capital Holdings
Washington
$263K +$263K +3,098 New
KM
1042
Kalos Management
Georgia
$262K +$19.4K +227 +8%
MAM
1043
Madison Asset Management
Wisconsin
$260K -$47.3K -559 -15%
SPIO
1044
Seven Post Investment Office
California
$259K -$2.54K -30 -1%
ZIM
1045
Zacks Investment Management
Illinois
$259K – – –
UL
1046
Unionview LLC
Washington
$259K +$259K +3,058 New
CAM
1047
Cozad Asset Management
Illinois
$257K – – –
CIC
1048
Cutler Investment Counsel
Oregon
$257K +$53.5K +632 +26%
KF
1049
Krilogy Financial
Missouri
$255K +$849 +10 +0.3%
DWM
1050
Drive Wealth Management
Utah
$255K +$255K +3,012 New
40 41
42
43 44