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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 %
G
126
GenTrust
Florida
$41.1M -$129M -1,748,274 -76%
Stifel Financial
127
Stifel Financial
Missouri
$40.2M +$3.55M +48,202 +10%
ASW
128
Astoria Strategic Wealth
Texas
$40.2M -$707K -9,606 -2%
PCWA
129
Pacific Capital Wealth Advisors
California
$40.1M +$4.14M +56,255 +11%
LPT
130
Legacy Private Trust
Wisconsin
$40.1M -$8.51M -115,742 -18%
AWM
131
Apollon Wealth Management
South Carolina
$39.7M +$11M +149,535 +38%
FMII
132
Farmers & Merchants Investments Inc
Nebraska
$39.7M +$3.21M +43,618 +9%
HI
133
Harbour Investments
Wisconsin
$39.1M +$1.04M +14,113 +3%
Boston Partners
134
Boston Partners
Massachusetts
$38.5M -$36.7M – –
KWM
135
Kingsview Wealth Management
Oregon
$38M +$10.8M +146,975 +40%
BC
136
Bricktown Capital
Michigan
$37.7M – – –
CIP
137
Cornerstone Investment Partners
Georgia
$35.7M +$3.99M +54,278 +13%
PAG
138
Private Advisor Group
New Jersey
$35.5M -$618K -8,398 -2%
SOAG
139
Silver Oak Advisory Group
Oregon
$35.3M -$952K -12,946 -3%
TA
140
Tectonic Advisors
Texas
$34.7M +$1.27M +17,262 +4%
AL
141
Aspiriant LLC
California
$34M +$6.33M +86,040 +23%
BWM
142
Baystate Wealth Management
Massachusetts
$34M +$224K +3,040 +0.7%
RRCM
143
Rappaport Reiches Capital Management
Illinois
$33.5M +$1.68M +22,833 +5%
NA
144
NewEdge Advisors
Louisiana
$33.2M +$25.9M +353,071 +354%
RBC
145
Roble Belko & Company
Pennsylvania
$33.1M +$18M +244,094 +118%
US Bancorp
146
US Bancorp
Minnesota
$32.5M -$218M -2,969,020 -87%
DADC
147
D.A. Davidson & Co
Montana
$30.8M +$659K +8,956 +2%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$30.7M -$2.04M -27,804 -6%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$30.3M +$12.7M +172,280 +72%
SIM
150
Stratos Investment Management
Ohio
$30.1M +$1.19M +16,157 +4%
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