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Vanguard Total Bond Market
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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
+$812M
2
Creative Planning
Creative Planning
Kansas
+$544M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$477M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$398M
5
AA
Axiom Advisory
California
+$355M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$536M
2
SEI Investments
SEI Investments
Pennsylvania
-$280M
3
Charles Schwab
Charles Schwab
California
-$234M
4
SFC
Strategic Financial Concepts
Texas
-$158M
5
Truist Financial
Truist Financial
North Carolina
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFA
226
Index Fund Advisors
California
$21.7M +$559K +7,447 +3%
Fidelity Investments
227
Fidelity Investments
Massachusetts
$21.6M +$6.29M +83,736 +41%
PS
228
Principal Securities
Iowa
$21.3M +$1.58M +21,032 +8%
VWA
229
Visionary Wealth Advisors
Illinois
$21.2M +$1.28M +17,025 +6%
BSSFA
230
Baron Silver Stevens Financial Advisors
Florida
$21.1M +$659K +8,768 +3%
CTWM
231
Cherry Tree Wealth Management
Minnesota
$21.1M -$119K -1,586 -0.6%
SP
232
Symmetry Partners
Connecticut
$21.1M -$70M -931,900 -77%
CGH
233
CMG Global Holdings
Texas
$21M +$6.13M +81,576 +41%
XF
234
XML Financial
Maryland
$20.8M +$4.19M +55,731 +25%
FA
235
FDx Advisors
Illinois
$20.5M -$1.8M -23,964 -8%
NAS
236
Nicolet Advisory Services
Wisconsin
$20.5M +$522K +6,996 +3%
Natixis Advisors
237
Natixis Advisors
Massachusetts
$20.5M -$840K -11,190 -4%
SWA
238
Sightline Wealth Advisors
Connecticut
$20.4M +$6.12M +81,499 +43%
NEWAS
239
N.E.W. Advisory Services
Wisconsin
$20.1M +$2.41M +32,036 +14%
NIM
240
NEOS Investment Management
Connecticut
$20.1M +$14.2M +190,114 +244%
PFM
241
Phillips Financial Management
Indiana
$20M -$1.83M -24,347 -8%
RPWA
242
Regent Peak Wealth Advisors
Georgia
$19.9M +$955K +12,720 +5%
AWA
243
Aletheian Wealth Advisors
Washington
$19.9M +$1.84M +24,545 +10%
PBF
244
Petix & Botte Financial
California
$19.8M +$1.48M +19,711 +8%
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$19.7M -$3.71M -49,377 -16%
AWA
246
Acorn Wealth Advisors
Michigan
$19.5M +$3.84M +51,181 +25%
FCC
247
Flower City Capital
New York
$19.4M -$800K -10,657 -4%
MAS
248
Meeder Advisory Services
Ohio
$19.4M +$1.47M +19,632 +8%
MWM
249
McNaughton Wealth Management
California
$19.2M +$43.1K +574 +0.2%
WLIM
250
White Lighthouse Investment Management
Massachusetts
$19.1M +$2.16M +28,816 +13%
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