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Vanguard Total Bond Market
BND

Overview Fund Activity

1,415 hedge funds and large institutions have $61.8B invested in Vanguard Total Bond Market in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 681 increasing their positions, 480 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,415
Holders Change
-24
Holders Change %
-1.67%
% of All Funds
20.51%
Holding in Top 10
239
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.42%
% of All Funds
3.46%
New
122
Increased
681
Reduced
480
Closed
123
Calls
$4.71M
Puts
$2.13M
Net Calls
+$2.58M
Net Calls Change
+$365K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$1.06B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$454M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$259M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$193M
5
FWM
FFT Wealth Management
Pennsylvania
+$103M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.7B
2
LPL Financial
LPL Financial
California
-$1.4B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.2B
4
MIS
Morningstar Investment Services
Illinois
-$627M
5
SEI Investments
SEI Investments
Pennsylvania
-$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
1101
Freedom Investment Management
Connecticut
$362K -$162K -2,231 -31%
AWM
1102
AllSquare Wealth Management
New York
$362K -$2.54K -35 -0.7%
CCG
1103
Capital CS Group
California
$361K +$361K +4,968 New
DSC
1104
Duncker Streett & Co
Missouri
$359K -$22.9K -315 -6%
AP
1105
Aspect Partners
Virginia
$356K – – –
GCA
1106
Genesee Capital Advisors
New York
$354K -$37.1K -511 -9%
CGPCS
1107
Capital Group Private Client Services
California
$354K +$354K +4,876 New
CFA
1108
CWS Financial Advisors
Michigan
$354K +$70.8K +975 +25%
SMC
1109
Smith, Moore & Co
Missouri
$353K -$53.1K -731 -13%
CPP
1110
Capasso Planning Partners
South Carolina
$351K +$7.41K +102 +2%
RIP
1111
RAM Investment Partners
Washington
$345K +$345K +4,745 New
CA
1112
Cumberland Advisors
Florida
$343K +$29.1K +401 +9%
TPWA
1113
Twin Peaks Wealth Advisors
California
$343K -$201K -2,774 -37%
OCG
1114
Opus Capital Group
Ohio
$342K +$1.75K +24 +0.5%
NBT
1115
Northwest Bank & Trust
Iowa
$342K – – –
ACP
1116
Aveo Capital Partners
Colorado
$341K -$107K -1,502 -24%
LMKC
1117
L.M. Kohn & Company
Ohio
$340K +$51.2K +705 +18%
WWM
1118
Wiser Wealth Management
Georgia
$340K -$2.36M -32,484 -87%
CCP
1119
Clarity Capital Partners
California
$340K – – –
HL
1120
HeadInvest LLC
Maine
$338K – – –
KOCAA
1121
Knights of Columbus Asset Advisors
Connecticut
$336K -$41.3K -569 -11%
CAWM
1122
Capital Advisors Wealth Management
Washington
$336K +$336K +4,621 New
VFG
1123
Valley Financial Group
Pennsylvania
$335K -$36.7K -505 -10%
SWM
1124
SeaCrest Wealth Management
New York
$334K -$36.8K -507 -10%
ACA
1125
Anchor Capital Advisors
Massachusetts
$334K – – –
43 44
45
46 47