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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 %
OCM
776
Orleans Capital Management
Louisiana
$1.4M +$1.4M +18,625 New
IAG
777
Investment Advisory Group
Massachusetts
$1.39M +$198K +2,632 +17%
GM
778
GeoWealth Management
Illinois
$1.39M -$230K -3,068 -14%
OFP
779
OLIO Financial Planning
Virginia
$1.38M +$958 +13 +0.1%
GLR
780
Great Lakes Retirement
Ohio
$1.36M -$44.6K -594 -3%
AGWCA
781
Annis Gardner Whiting Capital Advisors
Florida
$1.36M -$233K -3,096 -15%
NB
782
NBT Bank
New York
$1.36M +$134K +1,781 +11%
TBC
783
Ted Buchan & Co
California
$1.36M +$107K +1,430 +9%
FCFC
784
First Citizens Financial Corp
Iowa
$1.35M +$15K +200 +1%
CFP
785
Catalyst Financial Partners
Massachusetts
$1.34M -$344K -4,579 -20%
EWM
786
Endowment Wealth Management
Wisconsin
$1.33M +$64.1K +853 +5%
RTL
787
Red Tortoise LLC
Georgia
$1.33M -$184K -2,452 -12%
PCM
788
Passive Capital Management
Maryland
$1.32M +$221K +2,938 +20%
GC
789
Grimes & Company
Massachusetts
$1.32M -$85.5K -1,138 -6%
CSPAM
790
Cary Street Partners Asset Management
Virginia
$1.32M +$270K +3,598 +26%
FHC
791
Fort Henry Capital
West Virginia
$1.3M +$55.8K +743 +4%
GIA
792
Gladstone Institutional Advisory
Florida
$1.3M +$18.9K +251 +1%
WIP
793
WealthCare Investment Partners
Rhode Island
$1.29M -$9.09K -123 -0.7%
FWP
794
Family Wealth Partners
North Carolina
$1.28M -$10.7K -143 -0.8%
MWP
795
Meridian Wealth Partners
Pennsylvania
$1.28M -$41.8K -557 -3%
BWM
796
BCGM Wealth Management
Indiana
$1.27M -$1.05K -14 -0.1%
TL
797
Tradewinds LLC
North Carolina
$1.27M -$244K -3,246 -16%
HT
798
Headlands Technologies
Illinois
$1.26M +$1.26M +16,815 New
LRWA
799
Long Run Wealth Advisors
New York
$1.26M +$17.4K +232 +1%
HIGP
800
Hill Investment Group Partners
Missouri
$1.25M -$4.79K -67 -0.4%
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