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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 %
RWMH
1051
Riverpoint Wealth Management Holdings
Illinois
$628K +$2.52K +35 +0.4%
EF
1052
Empowered Funds
Pennsylvania
$628K -$6.71M -93,324 -91%
EP
1053
Edgestream Partners
New Jersey
$627K -$210K -2,923 -25%
HIGP
1054
Hill Investment Group Partners
Missouri
$626K -$632K -8,792 -50%
CG
1055
CFO4Life Group
Texas
$624K -$1.98M -27,515 -76%
4WM
1056
49 Wealth Management
Texas
$623K +$623K +8,669 New
KFI
1057
Key Financial Inc
Pennsylvania
$623K +$10.1K +140 +2%
SPF
1058
South Plains Financial
Texas
$619K +$619K +8,610 New
OC
1059
Optima Capital
Oregon
$618K +$618K +8,593 New
TNB
1060
Thomasville National Bank
Georgia
$616K – – –
CT
1061
Colonial Trust
South Carolina
$615K -$9.92K -138 -2%
BCP
1062
Blue Chip Partners
Michigan
$612K +$612K +8,505 New
CFO
1063
Callan Family Office
Pennsylvania
$609K -$183K -2,542 -23%
TSW
1064
Three Seasons Wealth
Utah
$608K +$248K +3,445 +69%
SFB
1065
STAR Financial Bank
Indiana
$607K +$349K +4,850 +135%
CIA
1066
Cape Investment Advisory
Georgia
$599K +$104K +1,445 +21%
PA
1067
Planning Alternatives
Michigan
$599K -$1.15K -16 -0.2%
RFS
1068
Richardson Financial Services
Massachusetts
$596K -$505K -7,026 -46%
AIA
1069
Ally Invest Advisors
North Carolina
$595K +$25.4K +353 +4%
CFG
1070
Clayton Financial Group
Missouri
$593K +$118K +1,639 +25%
NHC
1071
Nicholas Hoffman & Company
Georgia
$593K +$30.2K +420 +5%
RWS
1072
Retirement Wealth Solutions
Wisconsin
$590K +$590K +8,288 New
GSEP
1073
Golden State Equity Partners
California
$587K -$52.9K -735 -8%
HPM
1074
Hoxton Planning & Management
West Virginia
$587K +$30.1K +418 +5%
SFP
1075
Sterling Financial Planning
New Jersey
$580K +$70.7K +983 +14%
41 42
43
44 45