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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 %
QWM
1376
Quadcap Wealth Management
Texas
$227K -$43.6K -606 -16%
CWA
1377
Clearview Wealth Advisors
Oregon
$227K +$23.4K +326 +12%
PCA
1378
Prosperity Capital Advisors
Ohio
$227K -$193K -2,682 -46%
VWA
1379
VSM Wealth Advisory
Maryland
$226K +$226K +3,149 New
BFA
1380
Bright Financial Advisors
Michigan
$226K +$226K +3,141 New
GWM
1381
Greenhouse Wealth Management
Connecticut
$226K – – –
PWM
1382
Peterson Wealth Management
Nevada
$226K – – –
SWP
1383
Strategic Wealth Partners
Ohio
$224K -$151K -2,094 -40%
CFG
1384
Citizens Financial Group
Rhode Island
$224K +$224K +3,114 New
TWP
1385
Tyche Wealth Partners
Texas
$222K – – –
CD
1386
Chapin Davis
Maryland
$222K – – –
OWP
1387
Obermeyer Wealth Partners
Colorado
$222K -$7.19K -100 -3%
PPWM
1388
Perissos Private Wealth Management
Oklahoma
$220K +$144 +2 +0.1%
MAM
1389
Mainsail Asset Management
Alabama
$218K – – –
EFS
1390
Essex Financial Services
Connecticut
$217K – – –
OWA
1391
Opal Wealth Advisors
New York
$217K -$16.3K -226 -7%
TPW
1392
Turn8 Private Wealth
$217K +$217K +3,013 New
NA
1393
Nautilus Advisors
California
$216K +$216K +3,000 New
SIAG
1394
Signet Investment Advisory Group
Rhode Island
$216K +$216K +3,000 New
VPF
1395
Vantage Point Financial
Illinois
$215K +$215K +2,988 New
HAM
1396
Harmony Asset Management
Arizona
$212K +$212K +2,941 New
I
1397
INVST
Indiana
$211K -$95.2K -1,324 -31%
BDF
1398
Black Diamond Financial
Maryland
$211K +$211K +2,930 New
PIP
1399
Peachtree Investment Partners
Florida
$210K -$12K -167 -5%
VCM
1400
Vivaldi Capital Management
Illinois
$209K -$3.26K -45 -2%
54 55
56
57 58