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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 %
GIA
1201
Guyasuta Investment Advisors
Pennsylvania
$243K – – –
PPWM
1202
Perissos Private Wealth Management
Oklahoma
$241K +$241K +3,317 New
SW
1203
Signify Wealth
Missouri
$241K +$241K +3,316 New
SHGA
1204
Sand Hill Global Advisors
California
$240K -$190K -2,615 -44%
I
1205
INVST
Indiana
$239K +$239K +3,330 New
VBWMG
1206
Von Berge Wealth Management Group
California
$239K +$239K +3,285 New
BB
1207
Berkshire Bank
Massachusetts
$238K -$49.8K -685 -17%
BCM
1208
Becker Capital Management
Oregon
$237K – – –
1WA
1209
180 Wealth Advisors
Washington
$235K – – –
HAG
1210
HF Advisory Group
Maryland
$234K +$4.79K +66 +2%
WEG
1211
World Equity Group
Illinois
$234K -$387K -5,334 -62%
FCAM
1212
First Citizens Asset Management
North Carolina
$232K – – –
TWP
1213
TFO Wealth Partners
Ohio
$232K +$28.1K +387 +14%
FRA
1214
Front Row Advisors
California
$231K +$87.8K +1,209 +61%
BFS
1215
Baskin Financial Services
Ontario, Canada
$231K – – –
EWS
1216
Evergreen Wealth Solutions
Pennsylvania
$231K +$231K +3,180 New
AQR Capital Management
1217
AQR Capital Management
Connecticut
$229K +$229K +3,150 New
GWM
1218
Greenhouse Wealth Management
Connecticut
$228K +$228K +3,140 New
PWM
1219
Peterson Wealth Management
Nevada
$228K +$228K +3,138 New
CD
1220
Chapin Davis
Maryland
$227K -$16.1K -221 -7%
EFP
1221
EnRich Financial Partners
Wisconsin
$225K – – –
FP
1222
FFG Partners
Florida
$225K +$1.31K +18 +0.6%
TWP
1223
Tyche Wealth Partners
Texas
$225K -$74.7K -1,028 -25%
VHAM
1224
Van Hulzen Asset Management
California
$223K -$74.7K -1,030 -25%
AFAS
1225
Acorn Financial Advisory Services
Virginia
$221K -$11.3K -156 -5%
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