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Vanguard Total Bond Market

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
Name Holding Trade Value Shares
Change
Shares
Change %
TF
226
Tenon Financial
New Jersey
$21.5M +$414K +5,757 +2%
QFPS
227
Quantum Financial Planning Services
Washington
$21.3M +$21.3M +296,511 New
FA
228
FDx Advisors
Illinois
$21.3M +$1.62M +22,463 +8%
PA
229
Pinnacle Associates
New York
$20.9M +$5.63M +78,307 +37%
Natixis Advisors
230
Natixis Advisors
Massachusetts
$20.8M +$1.22M +16,974 +6%
AAS
231
Avantax Advisory Services
Texas
$20.6M -$926K -12,881 -4%
BA
232
BIP Alliance
Georgia
$20.3M +$20.3M +282,828 New
VWA
233
Visionary Wealth Advisors
Illinois
$20.3M +$3.67K +51 +0%
WLIM
234
White Lighthouse Investment Management
Massachusetts
$20.3M +$1.94M +27,026 +11%
CST
235
Charles Schwab Trust
Nevada
$20.2M +$6.45M +89,659 +47%
RPWA
236
Regent Peak Wealth Advisors
Georgia
$20.2M +$1.09M +15,150 +6%
BFS
237
Bare Financial Services
Pennsylvania
$20.1M +$1.99M +27,646 +11%
FTS
238
Fifth Third Securities
Ohio
$20.1M -$1.47M -20,486 -7%
CTWM
239
Cherry Tree Wealth Management
Minnesota
$20M -$136K -1,886 -0.7%
XF
240
XML Financial
Maryland
$20M +$16.3K +226 +0.1%
MFG
241
Marmo Financial Group
Tennessee
$19.9M +$2.17M +30,127 +12%
NAS
242
Nicolet Advisory Services
Wisconsin
$19.8M +$271K +3,798 +1%
FWM
243
Focused Wealth Management
New York
$19.7M -$4.04M -56,225 -17%
SPIA
244
Steward Partners Investment Advisory
New York
$19.7M +$1.87M +26,054 +11%
LA
245
LVW Advisors
New York
$19.5M +$19.5M +270,797 New
AWA
246
Aletheian Wealth Advisors
Washington
$19.3M +$292K +4,063 +2%
MAS
247
Meeder Advisory Services
Ohio
$19.3M +$740K +10,285 +4%
SFG
248
SNS Financial Group
Minnesota
$19.2M -$3.92M -54,507 -17%
SIA
249
Soltis Investment Advisors
Utah
$18.9M +$6.23M +86,678 +49%
MWM
250
McNaughton Wealth Management
California
$18.7M +$380K +5,289 +2%