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Vanguard Total Bond Market
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Overview Fund Activity

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

Top Buyers

1
EP
Essential Planning
New Hampshire
+$3.3B
2
Morgan Stanley
Morgan Stanley
New York
+$1.33B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$723M
4
Creative Planning
Creative Planning
Kansas
+$639M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$598M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$572M
2
BlackRock
BlackRock
New York
-$172M
3
IAIM
International Assets Investment Management
Florida
-$82.2M
4
TC
Toews Corporation
New Jersey
-$76.3M
5
MWA
Martel Wealth Advisors
Washington
-$76.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWI
26
Facet Wealth Inc
Maryland
$350M +$17.4M +240,521 +5%
UBS Group
27
UBS Group
Switzerland
$348M +$14.7M +204,274 +4%
SC
28
Savant Capital
Illinois
$329M +$45.6M +634,714 +16%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$319M +$14.5M +201,598 +5%
Corient Private Wealth
30
Corient Private Wealth
Florida
$270M +$28.8M +401,053 +12%
HighTower Advisors
31
HighTower Advisors
Illinois
$261M +$10.6M +147,838 +4%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$253M +$7.89M +109,734 +3%
Franklin Resources
33
Franklin Resources
California
$241M -$6.02M -83,665 -2%
OWM
34
Orgel Wealth Management
Wisconsin
$234M -$71.4M -993,546 -23%
M&T Bank
35
M&T Bank
New York
$231M +$12.6M +175,831 +6%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$229M +$23.7M +329,617 +12%
Osaic Holdings
37
Osaic Holdings
Arizona
$226M +$44.5M +748,528 +24%
MWM
38
Mission Wealth Management
California
$221M +$24.3M +338,188 +12%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$212M -$5.8M -80,624 -3%
MMA
40
Miracle Mile Advisors
California
$207M +$8.14M +113,242 +4%
RA
41
RFG Advisory
Alabama
$206M +$11.1M +154,566 +6%
Prudential Financial
42
Prudential Financial
New Jersey
$190M +$47.7M +657,632 +34%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$176M +$41.6M +577,878 +31%
FFB
44
First Financial Bankshares
Texas
$172M +$4.18M +58,152 +2%
TIAA Trust, National Association
45
TIAA Trust, National Association
North Carolina
$169M +$12.7M +175,972 +8%
GEM
46
Global Endowment Management
North Carolina
$168M -$56.6M -786,860 -25%
AssetMark Inc
47
AssetMark Inc
California
$166M +$62.6M +871,213 +61%
RIG
48
RiverFront Investment Group
Virginia
$164M -$468K -6,515 -0.3%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$163M +$1.14M +15,860 +0.7%
Truist Financial
50
Truist Financial
North Carolina
$160M +$85.9M +1,194,696 +115%
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