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 %
FPGT
1026
Financial Partners Group (Tennessee)
Tennessee
$302K +$2.58K +37 +0.9%
OWP
1027
Obermeyer Wealth Partners
Colorado
$301K +$34.7K +497 +13%
OAP
1028
One Advisory Partners
Kansas
$300K – – –
AA
1029
Advisory Alpha
Michigan
$297K -$1.55M -22,173 -84%
KL
1030
KilterHowling LLC
Colorado
$297K -$199K -2,857 -40%
MCC
1031
Money Concepts Capital
Florida
$295K +$295K +4,233 New
FCB
1032
First County Bank
Connecticut
$293K +$293K +4,194 New
BONH
1033
Bank of New Hampshire
New Hampshire
$291K -$1.05K -15 -0.4%
CSIA
1034
Conrad Siegel Investment Advisors
Pennsylvania
$291K +$291K +4,172 New
RAG
1035
RIA Advisory Group
Iowa
$291K +$45.2K +647 +18%
CPRC
1036
Consolidated Portfolio Review Corp
New York
$288K -$40.1K -575 -12%
AF
1037
Alerus Financial
North Dakota
$288K -$3.42K -49 -1%
RF
1038
Rollins Financial
Georgia
$287K -$143K -2,046 -33%
LMKC
1039
L.M. Kohn & Company
Ohio
$287K – – –
EIP
1040
Ellis Investment Partners
Pennsylvania
$287K +$628 +9 +0.2%
SWIG
1041
Strategic Wealth Investment Group
Kentucky
$286K +$14.2K +204 +5%
CSPAM
1042
Cary Street Partners Asset Management
Virginia
$282K +$26.5K +380 +10%
SIAP
1043
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$282K – – –
HWM
1044
Hohimer Wealth Management
Washington
$278K -$419 -6 -0.2%
SIS
1045
Sound Income Strategies
Florida
$275K +$110K +1,572 +66%
RSC
1046
Red Spruce Capital
Pennsylvania
$274K -$1.61K -23 -0.6%
LFA
1047
Laraway Financial Advisors
Minnesota
$274K – – –
AWG
1048
Altus Wealth Group
Colorado
$272K +$272K +3,905 New
WEG
1049
World Equity Group
Illinois
$269K -$37.5K -535 -12%
MM
1050
Meridian Management
Arkansas
$269K -$9.21K -132 -3%
40 41
42
43 44