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Vanguard Total Bond Market
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Overview Fund Activity

1,415 hedge funds and large institutions have $61.8B invested in Vanguard Total Bond Market in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 681 increasing their positions, 480 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,415
Holders Change
-24
Holders Change %
-1.67%
% of All Funds
20.51%
Holding in Top 10
239
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.42%
% of All Funds
3.46%
New
122
Increased
681
Reduced
480
Closed
123
Calls
$4.71M
Puts
$2.13M
Net Calls
+$2.58M
Net Calls Change
+$365K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$1.06B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$454M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$259M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$193M
5
FWM
FFT Wealth Management
Pennsylvania
+$103M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.7B
2
LPL Financial
LPL Financial
California
-$1.4B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.2B
4
MIS
Morningstar Investment Services
Illinois
-$627M
5
SEI Investments
SEI Investments
Pennsylvania
-$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
401
Simplicity Wealth
New Jersey
$6.7M +$6.36M +87,561 +1,874%
SWM
402
SigFig Wealth Management
California
$6.7M +$281K +3,874 +4%
TCM
403
Triumph Capital Management
Colorado
$6.67M +$1.11M +15,376 +20%
BIAS
404
Beacon Investment Advisory Services
New Jersey
$6.64M +$548K +7,541 +9%
AP
405
Agilis Partners
Massachusetts
$6.6M +$151K +2,079 +2%
MWA
406
Motive Wealth Advisors
Michigan
$6.57M +$1.92M +26,503 +41%
TWA
407
Trellis Wealth Advisors
California
$6.57M +$513K +7,060 +8%
RDIA
408
RE Dickinson Investment Advisors
Iowa
$6.52M +$2.26M +31,144 +53%
RCA
409
Reitz Capital Advisors
Michigan
$6.51M – – –
ZC
410
Zeit Capital
Colorado
$6.5M +$1.2M +16,519 +23%
SVWAG
411
Sound View Wealth Advisors Group
Georgia
$6.5M +$5.97M +82,135 +1,125%
WSTAM
412
Wilbanks Smith & Thomas Asset Management
Virginia
$6.33M +$256K +3,528 +4%
TC
413
TownSquare Capital
Utah
$6.32M -$12.8M -175,584 -67%
SP
414
Sarasin & Partners
United Kingdom
$6.25M +$1.08M +14,833 +21%
FDP
415
Financiere des Professionnels
Quebec, Canada
$6.24M +$6.24M +85,900 New
PAG
416
Powers Advisory Group
Illinois
$6.23M +$470K +6,475 +8%
PA
417
PFW Advisors
Georgia
$6.21M +$1.13M +15,612 +22%
FWM
418
FMA Wealth Management
Massachusetts
$6.16M +$205K +2,816 +3%
EPP
419
ETF Portfolio Partners
Kansas
$6.16M +$68.8K +947 +1%
ACIM
420
Azimuth Capital Investment Management
Michigan
$6.15M +$464K +6,395 +8%
IA
421
IFP Advisors
Florida
$6.06M +$718K +10,183 +13%
LSA
422
Lansing Street Advisors
Pennsylvania
$6M +$804K +11,063 +15%
NCTC
423
New Covenant Trust Company
Indiana
$5.99M +$5.99M +82,474 New
BFG
424
Bleakley Financial Group
New Jersey
$5.96M +$713K +9,814 +14%
HI
425
Harper Investing
California
$5.96M +$5.33M +73,419 +852%
15 16
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