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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 %
CCM
1201
Chilton Capital Management
Texas
$401K – – –
PFA
1202
Pillar Financial Advisors
Kentucky
$398K +$398K +5,541 New
BAM
1203
Brave Asset Management
New Jersey
$398K +$15.7K +218 +4%
CCP
1204
Clarity Capital Partners
California
$397K +$41.3K +575 +12%
NBT
1205
Northwest Bank & Trust
Iowa
$396K – – –
DI
1206
Disciplined Investors
Texas
$393K +$393K +5,522 New
ZIM
1207
Zacks Investment Management
Illinois
$392K +$392K +5,445 New
SIM
1208
Sims Investment Management
Ohio
$390K +$390K +5,422 New
AFO
1209
Arrowroot Family Office
California
$389K -$34.7K -482 -8%
SIAP
1210
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$389K – – –
BAMG
1211
Brand Asset Management Group
Missouri
$389K +$109K +1,517 +39%
SSWM
1212
Sheets Smith Wealth Management
North Carolina
$386K -$1.58K -22 -0.4%
DWS
1213
Discipline Wealth Solutions
South Carolina
$385K -$55.7K -775 -13%
ARC
1214
Advisor Resource Council
Texas
$384K +$384K +5,339 New
SWA
1215
SOA Wealth Advisors
New York
$382K +$116K +1,613 +44%
FC
1216
Fjell Capital
North Dakota
$381K +$381K +5,294 New
SW
1217
Simplicity Wealth
New Jersey
$373K -$255K -3,548 -41%
RA
1218
Rockingstone Advisors
Massachusetts
$373K +$373K +5,190 New
JGIA
1219
Jackson Grant Investment Advisers
Connecticut
$371K +$4.6K +64 +1%
LFASL
1220
Lugano Financial Advisors SA (LFA)
Switzerland
$371K +$62.9K +875 +20%
HR
1221
Howe & Rusling
New York
$371K +$368K +5,114 +10,437%
TB
1222
Treynor Bancshares
Iowa
$371K -$617K -8,586 -62%
HFA
1223
Hershey Financial Advisers
Pennsylvania
$369K +$369K +5,135 New
BFC
1224
Blue Fin Capital
Rhode Island
$368K -$37.1K -516 -9%
FA
1225
FSA Advisors
Michigan
$368K -$351K -4,865 -49%
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