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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 %
PA
1101
Procyon Advisors
Connecticut
$543K -$5.32K -74 -1%
Bank Julius Baer & Co
1102
Bank Julius Baer & Co
Switzerland
$539K +$37.2K +469 +7%
PWM
1103
Parkshore Wealth Management
California
$539K +$539K +7,489 New
FCH
1104
Freestone Capital Holdings
Washington
$538K -$12.8M -178,205 -96%
BSA
1105
Bull Street Advisors
Georgia
$536K -$39.6K -550 -7%
VP
1106
Verum Partners
North Carolina
$534K +$8.99K +125 +2%
BP
1107
BWM Planning
Texas
$530K -$57K -792 -10%
BFO
1108
Boston Family Office
Massachusetts
$530K -$1.34M -18,628 -72%
OHWP
1109
Oak Harbor Wealth Partners
North Carolina
$526K -$32K -445 -6%
ECA
1110
Elevated Capital Advisors
Utah
$525K -$2.49M -34,623 -83%
C
1111
Covestor
United Kingdom
$525K +$48.4K +673 +10%
CWM
1112
Collaborative Wealth Management
Florida
$525K -$397K -5,526 -43%
KDA
1113
Kraft Davis & Associates
Missouri
$525K -$155K -2,151 -23%
CSWM
1114
Cassady Schiller Wealth Management
Ohio
$523K -$70K -974 -12%
WFS
1115
Weitzel Financial Services
Iowa
$521K +$42.8K +594 +9%
TPW
1116
Talon Private Wealth
Florida
$518K +$65.1K +905 +14%
CCB
1117
Country Club Bank
Missouri
$516K +$51.9K +721 +11%
LCM
1118
Lazari Capital Management
California
$512K -$241K -3,349 -32%
KFP
1119
Keener Financial Planning
Texas
$507K -$49.6K -691 -9%
CWC
1120
Carolinas Wealth Consulting
North Carolina
$507K +$6.18K +86 +1%
AT
1121
Arlington Trust
Alabama
$506K – – –
RB
1122
Rodgers Brothers
Pennsylvania
$503K – – –
RFP
1123
RCS Financial Planning
Maryland
$503K -$253K -3,524 -34%
KMWM
1124
Keudell/Morrison Wealth Management
Oregon
$503K -$84.7K -1,178 -14%
AC
1125
AWM Capital
Arizona
$502K -$33K -459 -6%
43 44
45
46 47