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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 %
OWA
1301
Octavia Wealth Advisors
Ohio
$295K +$17.3K +241 +6%
LIA
1302
Lynx Investment Advisory
District of Columbia
$294K +$3.6K +50 +1%
CCWM
1303
Cassaday & Co Wealth Management
Virginia
$294K -$4.1K -57 -1%
MMCM
1304
Murphy & Mullick Capital Management
New York
$294K +$294K +4,086 New
FCM
1305
Fortis Capital Management
Washington
$294K +$294K +4,084 New
AWMNY
1306
Arcadia Wealth Management (New York)
New York
$292K +$292K +4,063 New
MWM
1307
Momentous Wealth Management
Washington
$292K +$292K +4,060 New
ODG
1308
O'Dell Group
Ohio
$291K +$291K +4,052 New
CFB
1309
Cullen/Frost Bankers
Texas
$290K -$340K -4,733 -54%
PP
1310
Patron Partners
Texas
$290K -$73.7K -1,025 -20%
SW
1311
Signify Wealth
Missouri
$288K +$59.4K +826 +26%
MSAM
1312
Moloney Securities Asset Management
Missouri
$286K +$15.5K +216 +6%
WH
1313
Whitcomb & Hess
Ohio
$285K – – –
DI
1314
Disciplined Investments
Oklahoma
$283K +$283K +3,939 New
FFS
1315
Flavin Financial Services
Florida
$283K +$283K +3,932 New
EFP
1316
EnRich Financial Partners
Wisconsin
$282K – – –
CHJWM
1317
Carlton Hofferkamp & Jenks Wealth Management
Texas
$280K +$20.3K +280 +8%
ATC
1318
Adirondack Trust Company
New York
$279K -$144K -2,006 -34%
OCG
1319
Opus Capital Group
Ohio
$278K -$18.2K -253 -6%
CFG
1320
Certior Financial Group
Pennsylvania
$277K +$277K +3,847 New
LL
1321
LPWM LLC
Minnesota
$277K -$5.39K -75 -2%
LODC
1322
Lanham O'Dell & Company
West Virginia
$276K +$216 +3 +0.1%
VCA
1323
Verdence Capital Advisors
Maryland
$276K +$7.19K +100 +3%
IP
1324
Ignite Planners
California
$274K +$8.84K +123 +3%
CL
1325
CLG LLC
California
$272K +$272K +3,787 New
51 52
53
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