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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 %
MFIM
601
Mesirow Financial Investment Management
Illinois
$3.34M +$89.9K +1,250 +3%
CWM
602
Cahill Wealth Management
Michigan
$3.33M -$494K -6,874 -13%
GPI
603
General Partner Inc
Pennsylvania
$3.3M – – –
PP
604
Prudential plc
United Kingdom
$3.23M -$677K -9,410 -17%
MF
605
Manuka Financial
Virginia
$3.21M +$3.21M +44,675 New
PRS
606
Pinkerton Retirement Specialists
Idaho
$3.15M +$676K +9,395 +27%
BF
607
BOK Financial
Oklahoma
$3.15M +$1.2M +16,795 +61%
WCFA
608
Walkner Condon Financial Advisors
Wisconsin
$3.13M +$1M +13,934 +47%
AUIM
609
Aegon USA Investment Management
Iowa
$3.12M -$57K -793 -2%
WAM
610
Worth Asset Management
Texas
$3.11M -$1.09M -15,225 -26%
MGIA
611
Moneta Group Investment Advisors
Missouri
$3.11M +$1.29M +17,937 +71%
GWA
612
Genesis Wealth Advisors
Massachusetts
$3.05M +$3.05M +42,464 New
SF
613
Seros Financial
Arizona
$3.05M +$3.05M +42,334 New
MWM
614
Meritas Wealth Management
California
$3.04M +$734K +10,208 +32%
FPCG
615
Forum Private Client Group
Indiana
$3.04M -$180K -2,497 -6%
FFG
616
Floyd Financial Group
Missouri
$3.03M +$3.03M +42,561 New
LFP
617
Leeward Financial Partners
Washington
$2.99M +$419K +5,833 +16%
AFTS
618
American Financial & Tax Strategies
New York
$2.99M +$245K +3,406 +9%
DAM
619
Delta Asset Management
Tennessee
$2.99M -$4.75K -66 -0.2%
BRIA
620
Balanced Rock Investment Advisors
Massachusetts
$2.99M +$110K +1,526 +4%
CCA
621
Carrera Capital Advisors
Michigan
$2.98M -$1.76M -24,524 -37%
DAS
622
Diversify Advisory Services
Utah
$2.97M -$6.92M -97,169 -70%
BFPW
623
BOK Financial Private Wealth
Colorado
$2.96M -$1.52M -21,190 -34%
LGA
624
Lebenthal Global Advisors
New York
$2.93M +$123K +1,713 +4%
FIA
625
Foundations Investment Advisors
Arizona
$2.93M +$756K +10,512 +35%
23 24
25
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