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 %
PWM
1051
Paulson Wealth Management
Illinois
$269K +$10K +144 +4%
GT
1052
Greenleaf Trust
Michigan
$268K +$268K +3,842 New
ESB
1053
Essex Savings Bank
Connecticut
$267K +$17.5K +251 +7%
PFP
1054
Pinnacle Financial Partners
Tennessee
$267K +$267K +3,831 New
CSIA
1055
Charles Schwab Investment Advisory
California
$267K +$40.7K +583 +18%
WSFS
1056
Wilmington Savings Fund Society
Delaware
$266K +$266K +3,808 New
MAWCM
1057
Mine & Arao Wealth Creation & Management
California
$263K – – –
PGWM
1058
Pitti Group Wealth Management
New York
$261K -$209 -3 -0.1%
PIM
1059
Penobscot Investment Management
Massachusetts
$261K – – –
BC
1060
Brio Consultants
California
$260K +$260K +3,723 New
CWA
1061
Clearview Wealth Advisors
Oregon
$258K -$12.3K -176 -5%
PAM
1062
Palisade Asset Management
Minnesota
$257K – – –
EP
1063
Essential Planning
New Hampshire
$256K +$256K +3,673 New
CAM
1064
Cozad Asset Management
Illinois
$256K – – –
RPG
1065
Resource Planning Group
Georgia
$256K -$22.8K -327 -8%
CFA
1066
CWS Financial Advisors
Michigan
$254K +$628 +9 +0.2%
DWMS
1067
Dominguez Wealth Management Solutions
Virginia
$253K -$907 -13 -0.4%
LSPW
1068
Lake Street Private Wealth
Illinois
$252K +$252K +3,617 New
CIAS
1069
Capital Investment Advisory Services
North Carolina
$252K +$9.21K +132 +4%
TRCT
1070
Tower Research Capital (TRC)
New York
$251K +$50.2K +719 +25%
CFP
1071
Cypress Financial Planning
New Jersey
$251K +$6.28K +90 +3%
FMWA
1072
Forvis Mazars Wealth Advisors
Missouri
$251K -$47.3K -678 -16%
CW
1073
Channel Wealth
California
$250K +$1.26K +18 +0.5%
SCA
1074
Stonebridge Capital Advisors
Minnesota
$249K – – –
CA
1075
Cumberland Advisors
Florida
$248K +$248K +3,549 New
41 42
43
44 45