BND icon

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 %
PWA
1526
Provenance Wealth Advisors
Florida
– -$46.3K -630 Closed
OP
1527
ORG Partners
Indiana
– -$41.6K -565 Closed
LF
1528
Lee Financial
Texas
– -$31.4K -427 Closed
PS
1529
Planned Solutions
California
– -$21.9K -298 Closed
GA
1530
GoalVest Advisory
New York
– -$15.3K -208 Closed
TC
1531
Truvestments Capital
Florida
– -$11.5K -157 Closed
HWM
1532
HighMark Wealth Management
Minnesota
– -$10.7K -146 Closed
LFA
1533
Livelsberger Financial Advisory
Ohio
– -$8.9K -121 Closed
MSWM
1534
McGlone Suttner Wealth Management
Wisconsin
– -$6.06K -82 Closed
TWM
1535
Tradition Wealth Management
Minnesota
– -$3K -43 Closed
NMG
1536
New Millennium Group
Utah
– -$2.21K -30 Closed
EWM
1537
Evermay Wealth Management
Virginia
– -$1.84K -25 Closed
GWMIA
1538
Global Wealth Management Investment Advisory
Florida
– -$1.77K -24 Closed
OLVIG
1539
Oliver Lagore Vanvalin Investment Group
Michigan
– -$1.4K -19 Closed
ICM
1540
Islay Capital Management
Texas
– -$1.25K -17 Closed
RCM
1541
Raleigh Capital Management
North Carolina
– -$1.2K -16 Closed
HF
1542
Halpern Financial
Virginia
– -$953 -13 Closed
LFA
1543
Level Financial Advisors
New York
– -$515 -7 Closed
AWM
1544
Able Wealth Management
New Jersey
– -$174 -2 Closed
IHWM
1545
Iron Horse Wealth Management
Iowa
– -$149 -2 Closed
58 59 60 61
62