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Vanguard Total Bond Market
BND

Overview Fund Activity

1,448 hedge funds and large institutions have $69.8B invested in Vanguard Total Bond Market in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 751 increasing their positions, 440 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,448
Holders Change
+17
Holders Change %
+1.19%
% of All Funds
20.94%
Holding in Top 10
237
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.85%
% of All Funds
3.43%
New
116
Increased
751
Reduced
440
Closed
81
Calls
$28.7M
Puts
$7.85M
Net Calls
+$20.9M
Net Calls Change
+$10M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$812M
2
Creative Planning
Creative Planning
Kansas
+$544M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$477M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$398M
5
AA
Axiom Advisory
California
+$355M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$536M
2
SEI Investments
SEI Investments
Pennsylvania
-$280M
3
Charles Schwab
Charles Schwab
California
-$234M
4
SFC
Strategic Financial Concepts
Texas
-$158M
5
Truist Financial
Truist Financial
North Carolina
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
1051
BTS Asset Management
Massachusetts
$488K -$117K -1,561 -19%
PMG
1052
ProVise Management Group
Florida
$486K +$451 +6 +0.1%
CCB
1053
Country Club Bank
Missouri
$485K – – –
WAG
1054
Wheelhouse Advisory Group
Missouri
$482K +$178K +2,373 +59%
LPAM
1055
Lodestar Private Asset Management
California
$481K -$85.2K -1,134 -15%
WPWM
1056
Windward Private Wealth Management
Kansas
$480K -$40.5K -539 -8%
CI
1057
Cordant Inc
Oregon
$480K +$3.53K +47 +0.7%
Lazard Asset Management
1058
Lazard Asset Management
New York
$480K -$461K – –
CWM
1059
Chesapeake Wealth Management
Virginia
$480K +$82.6K +1,100 +21%
NS
1060
NBC Securities
Alabama
$478K +$1.13K +15 +0.2%
MA
1061
MONECO Advisors
Connecticut
$475K -$1M -13,355 -68%
GKIM
1062
GW&K Investment Management
Massachusetts
$475K +$25.2K +335 +6%
CHP
1063
Cable Hill Partners
Oregon
$475K +$85.3K +1,135 +22%
DWM
1064
Destination Wealth Management
California
$475K +$475K +6,321 New
CAG
1065
Crestwood Advisors Group
Massachusetts
$475K +$154K +2,045 +48%
FAG
1066
Fortitude Advisory Group
Washington
$474K +$29.8K +397 +7%
TPW
1067
Talon Private Wealth
Florida
$474K +$474K +6,304 New
FEM
1068
Fulcrum Equity Management
Texas
$473K – – –
EIC
1069
Equity Investment Corp
Georgia
$468K +$468K +6,225 New
DWS
1070
Discipline Wealth Solutions
South Carolina
$460K -$120K -1,594 -21%
LWM
1071
LJI Wealth Management
Indiana
$459K +$115K +1,537 +34%
LWM
1072
Liberty Wealth Management
California
$458K -$3.43M -46,177 -88%
CGPCS
1073
Capital Group Private Client Services
California
$455K -$300 -4 -0.1%
OWM
1074
Opes Wealth Management
California
$455K +$18K +240 +4%
ACA
1075
American Capital Advisory
Idaho
$454K – – –
41 42
43
44 45