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Vanguard Total Bond Market
BND

Overview Fund Activity

1,448 hedge funds and large institutions have $69.8B invested in Vanguard Total Bond Market in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 751 increasing their positions, 440 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,448
Holders Change
+17
Holders Change %
+1.19%
% of All Funds
20.95%
Holding in Top 10
237
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.85%
% of All Funds
3.43%
New
116
Increased
751
Reduced
440
Closed
81
Calls
$28.7M
Puts
$7.85M
Net Calls
+$20.9M
Net Calls Change
+$10M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$7.52B
2
Creative Planning
Creative Planning
Kansas
$6.89B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.74B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.33B
5
AA
Axiom Advisory
California
$2.07B

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$1.91M
2
SEI Investments
SEI Investments
Pennsylvania
$672M
3
Charles Schwab
Charles Schwab
California
$0
4
SFC
Strategic Financial Concepts
Texas
$2.26M
5
Truist Financial
Truist Financial
North Carolina
$77.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
201
&Partners
Tennessee
$25.1M +$9.62M +127,831 +62%
CL
202
Choreo LLC
Illinois
$24.8M +$735K +10,681 +3%
FWM
203
Focused Wealth Management
New York
$24.8M +$1.32M +17,553 +6%
ST
204
Smithfield Trust
Pennsylvania
$24.7M +$974K +12,970 +4%
HBT
205
Hills Bank & Trust
Iowa
$24.7M +$194K +2,588 +0.8%
PMA
206
Prudent Man Advisors
Illinois
$24.5M -$369K -4,910 -1%
SFG
207
SNS Financial Group
Minnesota
$24.2M -$4.99M -66,476 -17%
HCC
208
Hirtle Callaghan & Co
Pennsylvania
$24.1M -$21.3M – –
GAM
209
Gotham Asset Management
New York
$24M +$372K +4,955 +2%
CFA
210
Cahill Financial Advisors
Minnesota
$23.9M +$1.48M +19,699 +7%
MWM
211
Meridian Wealth Management
Kentucky
$23.6M +$23.6M +314,292 New
CAAS
212
Capital Asset Advisory Services
Michigan
$23.6M +$38.6K +521 +0.2%
GWSA
213
Global Wealth Strategies & Associates
Colorado
$23.6M +$671K +8,934 +3%
EC
214
Eaton-Cambridge
Arizona
$23.4M +$1.81M +24,115 +8%
TFF
215
The Family Firm
Maryland
$23.3M +$151K +4,031 +0.7%
LRIA
216
Leonard Rickey Investment Advisors
Washington
$23.2M +$705K +9,384 +3%
PCM
217
Penserra Capital Management
California
$23.1M +$5.96M +79,388 +35%
AWM
218
Axxcess Wealth Management
California
$23M +$360K +4,789 +2%
LGWM
219
Litman Gregory Wealth Management
California
$22.9M +$414K +5,510 +2%
GWA
220
Gibson Wealth Advisors
Texas
$22.9M +$22.9M +305,197 New
LPT
221
Legacy Private Trust
Wisconsin
$22.8M +$415K +5,522 +2%
BHWA
222
Beacon Harbor Wealth Advisors
Virginia
$22.8M +$1.18M +15,730 +5%
FTS
223
Fifth Third Securities
Ohio
$22.5M -$621K -8,265 -3%
AAS
224
Avantax Advisory Services
Texas
$22.5M +$1.25M +16,606 +6%
TF
225
Tenon Financial
New Jersey
$22M +$1.49M +19,837 +7%
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