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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 %
BC
1226
Belmont Capital
California
$220K – – –
CW
1227
Connectus Wealth
Ohio
$220K – – –
VFPW
1228
Vantage Financial Partners (Wisconsin)
Wisconsin
$219K -$8.43K -116 -4%
CWA
1229
Clearview Wealth Advisors
Oregon
$218K -$52.9K -729 -20%
VIP
1230
Vantage Investment Partners
Missouri
$217K – – –
CAM
1231
Crestone Asset Management
Colorado
$217K +$217K +2,987 New
WWM
1232
WT Wealth Management
Arizona
$216K +$7.26K +100 +3%
MAM
1233
Mainsail Asset Management
Alabama
$215K – – –
VF
1234
Vawter Financial
Ohio
$213K +$7.12K +98 +3%
PIP
1235
Peachtree Investment Partners
Florida
$212K – – –
WPW
1236
Watershed Private Wealth
Illinois
$212K -$518K -7,138 -71%
T
1237
TNF
Montana
$209K -$991 -14 -0.5%
VCM
1238
Vivaldi Capital Management
Illinois
$209K -$29.3K -410 -12%
DWM
1239
Darwin Wealth Management
Florida
$209K -$30.8K -424 -13%
EFS
1240
Essex Financial Services
Connecticut
$208K -$36.8K -507 -15%
EW
1241
Evoke Wealth
California
$208K +$208K +2,865 New
ODG
1242
O'Dell Group
Ohio
$207K +$10.1K +139 +5%
FWP
1243
FAS Wealth Partners
Kansas
$206K +$5.88K +81 +3%
FT
1244
Fiduciary Trust
Massachusetts
$205K – – –
PWMG
1245
Private Wealth Management Group
New Jersey
$204K +$155K +2,135 +316%
CL
1246
Cabana LLC
Arkansas
$204K +$6.17K +85 +3%
DBRC
1247
D.B. Root & Company
Pennsylvania
$203K +$203K +2,801 New
JWM
1248
JFG Wealth Management
Colorado
$203K +$203K +2,800 New
GAG
1249
GM Advisory Group
New York
$203K – – –
GKIM
1250
GW&K Investment Management
Massachusetts
$203K +$203K +2,792 New
48 49
50
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