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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 %
IF
1626
Intrua Financial
Texas
– -$593K -7,898 Closed
PMG
1627
ProVise Management Group
Florida
– -$486K -6,472 Closed
WPWM
1628
Windward Private Wealth Management
Kansas
– -$480K -6,396 Closed
DWM
1629
Destination Wealth Management
California
– -$475K -6,321 Closed
FEM
1630
Fulcrum Equity Management
Texas
– -$473K -6,293 Closed
TPWM
1631
Twelve Points Wealth Management
Massachusetts
– -$449K -5,973 Closed
BFC
1632
Bedel Financial Consulting
Indiana
– -$445K -5,923 Closed
HF
1633
HRT Financial
New York
– -$386K -5,142 Closed
SPL
1634
Smart Portfolios LLC
Washington
– -$382K -5,086 Closed
CPP
1635
Capasso Planning Partners
South Carolina
– -$363K -4,830 Closed
SF
1636
Safeguard Financial
Wisconsin
– -$320K -4,254 Closed
SWIG
1637
Strategic Wealth Investment Group
Kentucky
– -$299K -3,979 Closed
CA
1638
Centerpoint Advisors
Massachusetts
– -$298K -3,970 Closed
CF
1639
Convergence Financial
Missouri
– -$286K -3,812 Closed
ESB
1640
Essex Savings Bank
Connecticut
– -$286K -3,806 Closed
CAM
1641
Cozad Asset Management
Illinois
– -$285K -3,797 Closed
DE
1642
Diversified Enterprises
Delaware
– -$281K -3,747 Closed
BWM
1643
Brown Wealth Management
Illinois
– -$281K -3,745 Closed
KAS
1644
KPP Advisory Services
Kentucky
– -$278K -3,707 Closed
RCYC
1645
Richard C. Young & Co
Rhode Island
– -$277K -3,694 Closed
TWP
1646
TFO Wealth Partners
Ohio
– -$277K -3,692 Closed
IWP
1647
Invenio Wealth Partners
Florida
– -$268K -3,569 Closed
PFP
1648
Pinnacle Financial Partners
Tennessee
– -$266K -3,540 Closed
TCWA
1649
Turtle Creek Wealth Advisors
Texas
– -$259K -3,454 Closed
FCAM
1650
First Citizens Asset Management
North Carolina
– -$256K -3,406 Closed
64 65
66
67 68