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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
20.94%
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 %
MWA
451
Motive Wealth Advisors
Michigan
$6.19M – – –
Legacy Financial Group (Iowa)
452
Legacy Financial Group (Iowa)
Iowa
$6.19M +$80.4K +1,070 +1%
W
453
WealthCollab
Washington
$6.03M +$130K +1,736 +2%
WTB
454
Washington Trust Bank
Washington
$6.01M -$998K -13,290 -14%
HW
455
Hamilton Wealth
California
$6.01M +$248K +3,305 +4%
CRI
456
Commonwealth Retirement Investments
Virginia
$6M +$664K +8,838 +12%
PFGIA
457
Patriot Financial Group Insurance Agency
Massachusetts
$6M +$3.88M +51,628 +183%
SF
458
Symphony Financial
Texas
$5.97M +$693K +9,247 +13%
CFGS
459
Concourse Financial Group Securities
Alabama
$5.96M +$89.5K +1,191 +2%
LCM
460
Liberty Capital Management
Michigan
$5.88M +$383K +5,095 +7%
SI
461
Stephens Inc
Arkansas
$5.81M +$204K +2,716 +4%
PFS
462
Prospera Financial Services
Texas
$5.8M +$523K +6,962 +10%
TF
463
Trek Financial
Arizona
$5.8M +$42K +559 +0.7%
BF
464
Brooklyn FI
New York
$5.78M +$723K +9,623 +14%
RG
465
Rathbones Group
United Kingdom
$5.75M -$120K -1,599 -2%
MFA
466
Mayflower Financial Advisors
Massachusetts
$5.7M -$2.28M -30,363 -29%
PG
467
Proffitt & Goodson
Tennessee
$5.69M +$385K +5,126 +7%
RWIA
468
Roger Wittlin Investment Advisory
California
$5.69M +$286K +3,803 +5%
EFG
469
Elios Financial Group
Ohio
$5.68M +$5.68M +75,579 New
SCM
470
Saxony Capital Management
Missouri
$5.68M +$300K +3,999 +6%
CISOA
471
Capital Investment Services of America
Wisconsin
$5.63M -$54.5K -725 -1%
CCM
472
Coldstream Capital Management
Washington
$5.6M -$771K -10,263 -12%
EPP
473
ETF Portfolio Partners
Kansas
$5.6M -$38.6K -514 -0.7%
SMI
474
Shelter Mutual Insurance
Missouri
$5.59M – – –
DWM
475
Dynasty Wealth Management
Florida
$5.56M +$79.5K +1,059 +1%
17 18
19
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