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Vanguard Total Bond Market
BND

Overview Fund Activity

1,439 hedge funds and large institutions have $65.5B invested in Vanguard Total Bond Market in 2023 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 614 increasing their positions, 448 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+169
Holders Change %
+13.31%
% of All Funds
21.09%
Holding in Top 10
238
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+15.53%
% of All Funds
3.49%
New
277
Increased
614
Reduced
448
Closed
84
Calls
$4.82M
Puts
$2.6M
Net Calls
+$2.22M
Net Calls Change
-$1.12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.41B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$785M
3
MIS
Morningstar Investment Services
Illinois
+$625M
4
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$450M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$426M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$5.19B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$701M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$453M
4
US Bancorp
US Bancorp
Minnesota
-$218M
5
G
GenTrust
Florida
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCA
1301
Running Point Capital Advisors
California
$123K -$484K -6,576 -80%
PWMG
1302
Provence Wealth Management Group
California
$122K – – –
TFGT
1303
TS Financial Group (TSFG)
Illinois
$120K -$3.09K -42 -3%
VWWMG
1304
Vermillion & White Wealth Management Group
Pennsylvania
$117K +$117K +1,596 New
MSG
1305
Main Street Group
Virginia
$110K +$110K +1,498 New
MLA
1306
MB, Levis & Associates
Pennsylvania
$106K +$1.25K +17 +1%
SS
1307
Sunbelt Securities
Texas
$103K -$458K -6,231 -82%
NJIM
1308
Nabity-Jensen Investment Management
Nebraska
$103K +$103K +1,397 New
RA
1309
Rise Advisors
New York
$99.6K +$883 +12 +0.9%
TFG
1310
Team Financial Group
California
$99.5K -$8.31K -113 -8%
AA
1311
Ancora Advisors
Ohio
$94.9K +$6.25K +85 +7%
IRC
1312
Investors Research Corp
Georgia
$91.1K -$5.15K -70 -5%
LA
1313
LM Advisors
California
$91.1K +$91.1K +1,239 New
HR
1314
Howe & Rusling
New York
$90.8K +$90.8K +1,234 New
SVCP
1315
Silicon Valley Capital Partners
California
$88.7K +$88.7K +1,205 New
SIC
1316
Salem Investment Counselors
North Carolina
$87.4K – – –
CFB
1317
Cullen/Frost Bankers
Texas
$84.2K +$47.1K +640 +127%
PGAM
1318
Princeton Global Asset Management
New Jersey
$82.3K +$82.3K +1,119 New
SA
1319
Scarborough Advisors
Maryland
$82.2K +$82.2K +1,118 New
BWM
1320
BKM Wealth Management
Wisconsin
$81.2K +$81.2K +1,104 New
TVAMP
1321
Tennessee Valley Asset Management Partners
Tennessee
$79.4K +$79.4K +1,080 New
FCA
1322
FinTrust Capital Advisors
South Carolina
$75.7K -$9.78K -133 -11%
HIA
1323
Harbor Investment Advisory
Maryland
$74.8K -$588 -8 -0.8%
SC
1324
Steph & Co
Wisconsin
$72.2K +$37.9K +515 +110%
FWA
1325
FSC Wealth Advisors
New York
$69.8K +$73 +1 +0.1%
51 52
53
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