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 %
CT
1151
Cambridge Trust
Massachusetts
$142K -$10.5K -150 -7%
BCM
1152
BluePath Capital Management
Georgia
$139K +$139K +1,999 New
AWM
1153
Activest Wealth Management
Florida
$129K +$129K +1,847 New
VCM
1154
Versant Capital Management
Arizona
$128K -$42.8K -613 -25%
FC
1155
Family CFO
California
$125K – – –
TIM
1156
Tortoise Investment Management
New York
$122K +$13.4K +192 +12%
CFFP
1157
Center for Financial Planning
Michigan
$121K -$29.9K -429 -20%
TFGT
1158
TS Financial Group (TSFG)
Illinois
$117K +$1.19K +17 +1%
PWMG
1159
Provence Wealth Management Group
California
$115K +$115K +1,654 New
IPW
1160
Impact Partnership Wealth
Georgia
$113K +$55.5K +795 +97%
TFG
1161
Team Financial Group
California
$102K +$102K +1,465 New
MLA
1162
MB, Levis & Associates
Pennsylvania
$99.5K +$698 +10 +0.7%
RA
1163
Rise Advisors
New York
$93.6K +$628 +9 +0.7%
IRC
1164
Investors Research Corp
Georgia
$91.3K – – –
FFC
1165
First Financial Corp
Indiana
$89.7K – – –
AA
1166
Ancora Advisors
Ohio
$84.1K – – –
BCM
1167
Bourgeon Capital Management
Connecticut
$83.5K – – –
SIC
1168
Salem Investment Counselors
North Carolina
$82.9K – – –
ANBT
1169
American National Bank & Trust
Texas
$82.1K +$82.1K +1,177 New
FCA
1170
FinTrust Capital Advisors
South Carolina
$81.1K -$47.6K -682 -37%
Simplex Trading
1171
Simplex Trading
Illinois
$79K +$79K +1,142 New
CAS
1172
Coppell Advisory Solutions
Texas
$74.1K -$100K -1,394 -57%
OIA
1173
Optimum Investment Advisors
Illinois
$73.3K – – –
LWCFA
1174
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72.6K +$72.6K +1,047 New
HIA
1175
Harbor Investment Advisory
Maryland
$71.5K +$27.6K +395 +63%
45 46
47
48 49