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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 %
FFO
1326
Fortitude Family Office
Arizona
$69.4K +$69.4K +944 New
CFS
1327
CGC Financial Services
Oregon
$68.7K +$588 +8 +0.9%
TAM
1328
Tucker Asset Management
Colorado
$68.3K +$68.3K +928 New
AGWCA
1329
Annis Gardner Whiting Capital Advisors
Florida
$68.1K +$22.8K +310 +50%
FFL
1330
Financial Freedom LLC
Ohio
$66.5K -$147K -1,997 -69%
FFC
1331
First Financial Corp
Indiana
$65K -$29.6K -402 -31%
PIS
1332
POM Investment Strategies
North Carolina
$64.1K +$64.1K +872 New
CB
1333
CNB Bank
Pennsylvania
$64.1K – – –
LC
1334
Lindbrook Capital
California
$64.1K +$2.5K +34 +4%
First Manhattan
1335
First Manhattan
New York
$63.3K -$147 -2 -0.2%
CWM
1336
Cedar Wealth Management
California
$63K +$56.9K +774 +933%
OIA
1337
Optimum Investment Advisors
Illinois
$62.5K -$14.7K -200 -19%
TCG
1338
Transcendent Capital Group
Oklahoma
$62.2K +$62.2K +845 New
RCM
1339
Richardson Capital Management
Wisconsin
$61.7K +$61.7K +839 New
MCM
1340
Manchester Capital Management
Vermont
$58.6K – – –
MIA
1341
Milestone Investment Advisors
Wisconsin
$58.1K – – –
QCG
1342
Quadrant Capital Group
Ohio
$57.2K -$270K -3,674 -83%
MBFW
1343
Morton Brown Family Wealth
Pennsylvania
$55.2K +$49.2K +669 +816%
CA
1344
Clearstead Advisors
Ohio
$54.2K +$37.9K +515 +232%
GI
1345
Gradient Investments
Minnesota
$51.1K -$17.3K -235 -25%
PWMG
1346
Private Wealth Management Group
New Jersey
$49.6K +$49.6K +675 New
WT
1347
Whittier Trust
California
$49K -$815K -11,085 -94%
DF
1348
DecisionPoint Financial
Arizona
$48.8K – – –
SIS
1349
Sound Income Strategies
Florida
$48.5K -$241K -3,281 -83%
YAL
1350
Your Advocates Ltd
Texas
$48K +$12K +163 +33%
52 53
54
55 56