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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 %
ML
1026
McAdam LLC
Pennsylvania
$681K +$11.1K +154 +2%
M
1027
MYeCFO
California
$679K -$4.32K -60 -0.6%
AA
1028
Ancora Advisors
Ohio
$678K +$609K +8,471 +880%
RF
1029
Rossby Financial
Florida
$671K +$671K +9,327 New
PFG
1030
Pacific Financial Group
Washington
$670K -$23.4K -325 -3%
TBT
1031
Texas Bank & Trust
Texas
$670K +$670K +9,312 New
EW
1032
Evoke Wealth
California
$665K +$291K +4,043 +78%
OFG
1033
Opulen Financial Group
Virginia
$665K +$665K +9,241 New
LPT
1034
Legacy Private Trust
Wisconsin
$663K -$21.2M -294,124 -97%
BBW
1035
Blue Barn Wealth
Utah
$663K -$12.4K -173 -2%
CWM
1036
Chesapeake Wealth Management
Virginia
$660K +$201K +2,790 +44%
DJSG
1037
D.J. St. Germain
Massachusetts
$658K -$14.7K -204 -2%
MPCL
1038
My Personal CFO LLC
Washington
$653K -$89.1K -1,239 -12%
HWA
1039
HCR Wealth Advisors
California
$648K +$20.9K +291 +3%
First Trust Advisors
1040
First Trust Advisors
Illinois
$647K +$647K +9,000 New
RIA
1041
Regal Investment Advisors
Michigan
$645K +$147K +2,049 +30%
LFG
1042
Lockerman Financial Group
California
$643K +$28.6K +398 +5%
MWM
1043
Marion Wealth Management
Pennsylvania
$642K +$26.2K +364 +4%
VCP
1044
Verus Capital Partners
Arizona
$641K -$26K -362 -4%
WE
1045
Wealth Effects
Massachusetts
$641K -$59.8K -832 -9%
XT
1046
XTX Topco
Cayman Islands
$640K +$640K +8,900 New
FMWA
1047
Forvis Mazars Wealth Advisors
Missouri
$638K +$79.8K +1,110 +14%
CAC
1048
Certified Advisory Corp
Florida
$637K -$95.7K -1,331 -13%
CAAM
1049
Cornerstone Advisors Asset Management
Pennsylvania
$635K – – –
SCG
1050
Sonata Capital Group
Washington
$632K -$29.5K -410 -4%
40 41
42
43 44