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Vanguard Total Bond Market
BND

Overview Fund Activity

1,415 hedge funds and large institutions have $61.8B invested in Vanguard Total Bond Market in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 681 increasing their positions, 480 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,415
Holders Change
-24
Holders Change %
-1.67%
% of All Funds
20.51%
Holding in Top 10
239
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.42%
% of All Funds
3.46%
New
122
Increased
681
Reduced
480
Closed
123
Calls
$4.71M
Puts
$2.13M
Net Calls
+$2.58M
Net Calls Change
+$365K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$1.06B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$454M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$259M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$193M
5
FWM
FFT Wealth Management
Pennsylvania
+$103M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.7B
2
LPL Financial
LPL Financial
California
-$1.4B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.2B
4
MIS
Morningstar Investment Services
Illinois
-$627M
5
SEI Investments
SEI Investments
Pennsylvania
-$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
NOI
126
Newton One Investments
Delaware
$43.6M +$680K +9,361 +2%
ASW
127
Astoria Strategic Wealth
Texas
$43.2M +$3.56M +49,052 +9%
LPT
128
Legacy Private Trust
Wisconsin
$43M +$3.38M +46,482 +9%
HI
129
Harbour Investments
Wisconsin
$41.8M +$3.16M +43,576 +8%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$41.5M +$17.6M +242,467 +74%
SMDAM
131
Sumitomo Mitsui DS Asset Management
Japan
$41.3M +$12.2M +167,392 +42%
FMII
132
Farmers & Merchants Investments Inc
Nebraska
$40.9M +$1.7M +23,380 +4%
TCM
133
Twele Capital Management
Minnesota
$40.7M -$6.02M -82,886 -13%
KWM
134
Kingsview Wealth Management
Oregon
$40.6M +$3.05M +42,019 +8%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$40.4M +$10M +138,128 +33%
PCWA
136
Pacific Capital Wealth Advisors
California
$40.3M +$717K +9,870 +2%
Boston Partners
137
Boston Partners
Massachusetts
$40.2M -$38.5M – –
CIP
138
Cornerstone Investment Partners
Georgia
$39.8M +$4.55M +62,682 +13%
NA
139
NewEdge Advisors
Louisiana
$39.5M +$6.57M +90,393 +20%
RRCM
140
Rappaport Reiches Capital Management
Illinois
$36.6M +$3.44M +47,410 +10%
GP
141
Gridiron Partners
Pennsylvania
$36.5M +$10.7M +147,608 +42%
SOAG
142
Silver Oak Advisory Group
Oregon
$36.4M +$1.58M +21,707 +5%
Stifel Financial
143
Stifel Financial
Missouri
$35.5M -$4.24M -58,313 -11%
AL
144
Aspiriant LLC
California
$35.3M +$1.7M +23,344 +5%
LP
145
LGL Partners
Pennsylvania
$34.8M +$34.8M +478,872 New
RBC
146
Roble Belko & Company
Pennsylvania
$34.5M +$1.76M +24,233 +5%
PAG
147
Private Advisor Group
New Jersey
$34.4M -$588K -8,089 -2%
TA
148
Tectonic Advisors
Texas
$34.3M +$83.3K +1,147 +0.2%
SRC
149
Shufro Rose & Co
New York
$33.8M +$3.26M +44,843 +11%
EH
150
Equitable Holdings
New York
$32.9M -$8.34M -114,796 -20%
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