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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 %
HCP
1076
Hexagon Capital Partners
Arkansas
$247K -$221K -3,168 -47%
VF
1077
Vawter Financial
Ohio
$246K – – –
TWP
1078
TFO Wealth Partners
Ohio
$245K – – –
SL
1079
SWMG LLC
Texas
$244K -$4.61K -66 -2%
OHWP
1080
Oak Harbor Wealth Partners
North Carolina
$243K -$35.4K -508 -13%
BHWM
1081
Beaird Harris Wealth Management
Texas
$243K -$11.7K -168 -5%
FWM
1082
Fairhaven Wealth Management
Illinois
$243K -$95.2K -1,364 -28%
SAM
1083
Synergy Asset Management
Washington
$239K +$239K +3,429 New
VHAM
1084
Van Hulzen Asset Management
California
$237K – – –
VC
1085
Vestor Capital
Illinois
$237K +$237K +3,394 New
MC
1086
Middleton & Co
Massachusetts
$237K +$237K +3,390 New
IWA
1087
Inspirion Wealth Advisors
Illinois
$235K +$6.35K +91 +3%
OWM
1088
OneAscent Wealth Management
Alabama
$234K +$234K +3,357 New
1WA
1089
180 Wealth Advisors
Washington
$234K – – –
CD
1090
Chapin Davis
Maryland
$234K +$3.28K +47 +1%
RWA
1091
River Wealth Advisors
Pennsylvania
$233K -$154K -2,207 -40%
FPIS
1092
Financial Planning & Information Services
Wisconsin
$233K -$38.6K -553 -14%
BCM
1093
Becker Capital Management
Oregon
$228K – – –
PF
1094
Parker Financial
Washington
$227K +$419 +6 +0.2%
AFAS
1095
Acorn Financial Advisory Services
Virginia
$227K +$7.96K +114 +4%
RI
1096
Rinkey Investments
California
$227K – – –
LPAM
1097
Lodestar Private Asset Management
California
$224K +$14.4K +207 +7%
FCAM
1098
First Citizens Asset Management
North Carolina
$223K +$27.8K +399 +14%
OCM
1099
One Capital Management
California
$222K -$11.5M -164,095 -98%
BFS
1100
Baskin Financial Services
Ontario, Canada
$222K – – –
42 43
44
45 46