BND icon

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 %
CPRC
1151
Consolidated Portfolio Review Corp
New York
$328K -$12.4K -165 -4%
BO
1152
Bank OZK
Arkansas
$326K +$35.9K +478 +12%
FPGT
1153
Financial Partners Group (Tennessee)
Tennessee
$326K -$14K -186 -4%
WA
1154
Wealth Alliance
New York
$325K +$81.7K +1,087 +33%
LFASL
1155
Lugano Financial Advisors SA (LFA)
Switzerland
$322K -$43.4K -578 -12%
I
1156
INVST
Indiana
$320K -$157K -2,088 -33%
SF
1157
Safeguard Financial
Wisconsin
$320K +$320K +4,254 New
CC
1158
Copperleaf Capital
North Carolina
$317K +$317K +4,222 New
PWP
1159
Perfromance Wealth Partners
Illinois
$316K +$5.03K +67 +2%
SNBOSD
1160
Security National Bank of So Dak
Iowa
$316K +$316K +4,205 New
WAM
1161
WNY Asset Management
New York
$315K +$22.9K +305 +8%
MCA
1162
MSH Capital Advisors
Arizona
$314K -$117K -1,552 -27%
IWA
1163
Icon Wealth Advisors
Texas
$314K +$112K +1,487 +55%
LWM
1164
Lakeridge Wealth Management
Ohio
$314K -$2.63K -35 -0.8%
DSC
1165
Duncker Streett & Co
Missouri
$313K -$22.1K -294 -7%
AFAS
1166
Acorn Financial Advisory Services
Virginia
$312K +$37K +493 +13%
CCWM
1167
Cassaday & Co Wealth Management
Virginia
$311K -$359K -4,773 -54%
FDCDDQ
1168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$309K +$5.56K +74 +2%
OCG
1169
Opus Capital Group
Ohio
$309K -$47.4K -631 -13%
MWM
1170
Melfa Wealth Management
Massachusetts
$308K +$10.1K +134 +3%
QWP
1171
Quotient Wealth Partners
Texas
$308K -$44.3K -590 -13%
PIM
1172
Penobscot Investment Management
Massachusetts
$307K – – –
LIA
1173
Lynx Investment Advisory
District of Columbia
$303K -$92.9K -1,237 -23%
FPCP
1174
Fort Point Capital Partners
California
$303K – – –
MW
1175
Marcum Wealth
Ohio
$302K -$13.5K -180 -4%
45 46
47
48 49