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Vanguard Total Bond Market

1,585 hedge funds and large institutions have $74.2B invested in Vanguard Total Bond Market in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 728 increasing their positions, 583 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,585
Holders Change
+2
Holders Change %
+0.13%
% of All Funds
21.53%
Holding in Top 10
269
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+6.75%
% of All Funds
3.65%
New
125
Increased
728
Reduced
583
Closed
85
Calls
$3.81M
Puts
$2.51M
Net Calls
+$1.3M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
301
PDS Planning
Ohio
$15.1M +$686K +9,335 +5%
WF
302
Whelan Financial
California
$15.1M +$134K +1,822 +0.9%
AIMC
303
Alley Investment Management Company
Illinois
$15M +$120K +1,634 +0.8%
WAP
304
Wealthcare Advisory Partners
Pennsylvania
$15M -$444K -6,048 -3%
LGWM
305
Litman Gregory Wealth Management
California
$15M -$565K -7,698 -4%
Bank of Montreal
306
Bank of Montreal
Ontario, Canada
$14.9M +$454K +6,186 +3%
IC
307
Inscription Capital
Texas
$14.9M +$14.9M +205,230 New
CFP
308
Curran Financial Partners
South Carolina
$14.8M +$5.78M +78,680 +64%
AIA
309
Arbor Investment Advisors
North Carolina
$14.8M +$916K +12,472 +7%
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$14.8M +$888K +12,088 +6%
R
311
Rebalance
California
$14.8M -$757K -10,302 -5%
IAS
312
IMA Advisory Services
Colorado
$14.8M +$1.14M +15,502 +8%
MWM
313
Modera Wealth Management
New Jersey
$14.8M +$135K +1,832 +0.9%
CAS
314
Coppell Advisory Solutions
Texas
$14.1M +$10.2M +138,593 +259%
TCCP
315
Tide Cove Capital Partners
California
$14.1M +$80.3K +1,093 +0.6%
SOS
316
Silver Oak Securities
Tennessee
$14M +$78.8K +1,075 +0.6%
BWA
317
BlueSky Wealth Advisors
North Carolina
$14M +$44.6K +607 +0.3%
IA
318
IFP Advisors
Florida
$13.9M +$524K +7,134 +4%
TWM
319
Tanager Wealth Management
United Kingdom
$13.9M +$375K +5,110 +3%
CC
320
Courier Capital
New York
$13.8M +$830K +11,306 +6%
SCA
321
Snowden Capital Advisors
New York
$13.8M -$426K -5,794 -3%
CPIG
322
Chicago Partners Investment Group
Illinois
$13.7M -$263K -3,601 -2%
SW
323
SlateStone Wealth
Florida
$13.6M +$1.96M +26,731 +17%
BTIM
324
BancFirst Trust & Investment Management
Oklahoma
$13.6M
AIM
325
Advyzon Investment Management
Illinois
$13.5M -$234K -3,185 -2%