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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 %
EE
501
EWG Elevate
California
$4.07M +$4.07M +55,999 New
JWCA
502
J.W. Cole Advisors
Florida
$4M +$184K +2,532 +5%
FHA
503
First Horizon Advisors
Tennessee
$3.99M +$53K +730 +1%
RW
504
REDW Wealth
New Mexico
$3.98M -$184K -2,539 -4%
DK
505
David Kennon
Florida
$3.97M -$192K -2,641 -5%
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$3.94M -$787K -10,835 -17%
AFG
507
Atomi Financial Group
New York
$3.89M +$3.58M +49,280 +1,144%
AC
508
Applied Capital
Arkansas
$3.89M -$2.54M -35,017 -40%
LWA
509
Lantern Wealth Advisors
New York
$3.87M +$72.3K +995 +2%
WFA
510
WMG Financial Advisors
Tennessee
$3.85M +$1.05M +14,481 +38%
HA
511
Herold Advisors
New York
$3.84M +$65.8K +906 +2%
AWM
512
Apollon Wealth Management
South Carolina
$3.8M -$35.4M -487,909 -90%
SWP
513
Summit Wealth Partners
Florida
$3.76M +$212K +2,925 +6%
LWM
514
Lodestone Wealth Management
Washington
$3.75M +$3.27K +45 +0.1%
HI
515
Human Investing
Oregon
$3.73M -$66.6K -917 -2%
CFP
516
Cascade Financial Partners
California
$3.71M +$3.71M +52,156 New
KP
517
Keel Point
Alabama
$3.71M +$887K +12,213 +31%
Victory Capital Management
518
Victory Capital Management
Texas
$3.69M +$1.43M +19,654 +63%
CMBA
519
C.M. Bidwell & Associates
Hawaii
$3.69M +$215K +2,965 +6%
WHCFA
520
William Howard & Co Financial Advisors
Tennessee
$3.69M +$3.69M +50,760 New
PP
521
Prudential plc
United Kingdom
$3.68M -$6.9K -95 -0.2%
AC
522
Addison Capital
Pennsylvania
$3.65M +$3.07M +42,225 +526%
FFN
523
Focus Financial Network
Minnesota
$3.65M -$6.05M -85,597 -62%
AWM
524
Avior Wealth Management
Nebraska
$3.62M -$35.9K -494 -1%
WSFS
525
Wilmington Savings Fund Society
Delaware
$3.6M +$3.6M +49,627 New
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