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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 %
RIM
101
Rockbridge Investment Management
New York
$54.7M +$297K +4,085 +0.5%
MWM
102
Magnolia Wealth Management
Alabama
$54.5M +$27.2M +375,767 +99%
AGA
103
Arkos Global Advisors
Texas
$54.4M +$482K +6,633 +0.9%
G
104
GenTrust
Florida
$54.2M +$13.6M +186,580 +33%
NAS
105
Nicolet Advisory Services
Wisconsin
$53.9M +$498K +6,924 +0.9%
STA
106
Summit Trail Advisors
New York
$53.4M +$8.31M +114,413 +18%
AWS
107
Atria Wealth Solutions
New York
$53.3M +$3.43M +47,178 +7%
S
108
SignatureFD
Georgia
$53.2M +$1.31M +18,049 +3%
AA
109
Apriem Advisors
California
$53M +$1.07M +14,682 +2%
UOC
110
University of Chicago
Illinois
$52.9M +$1.63M +22,500 +3%
SW
111
SoFi Wealth
California
$51.4M +$5.35M +73,673 +12%
RRWA
112
Rainey & Randall Wealth Advisors
Florida
$49.8M +$352K +4,851 +0.7%
BSWM
113
Boston Standard Wealth Management
Massachusetts
$49.5M +$5.66M +77,924 +13%
RFA
114
RTD Financial Advisors
Pennsylvania
$49.3M -$271K -3,736 -0.5%
PIFP
115
Partners in Financial Planning
Virginia
$49.1M +$1.26M +17,330 +3%
JF
116
Joule Financial
Kentucky
$48.3M +$4.33M +59,666 +10%
LMIM
117
Lockheed Martin Investment Management
Maryland
$47.2M – – –
WFA
118
West Financial Advisors
Iowa
$47M +$1.96M +26,918 +4%
TC
119
Trust Company
Kansas
$47M +$3.4M +46,878 +8%
BCM
120
BTC Capital Management
Iowa
$46.8M +$46.8M +644,235 New
LSAG
121
Lake Street Advisors Group
New Hampshire
$46.2M +$2.6M +35,803 +6%
EI
122
Ellevest Inc
New York
$46.1M +$3.82M +52,639 +9%
FA
123
Fiducient Advisors
Illinois
$45.2M +$2.97M +40,951 +7%
MNG
124
Manning & Napier Group
New York
$44.5M -$50.1M – –
CA
125
Cambridge Advisors
Nebraska
$43.8M +$1.01M +13,887 +2%
3 4
5
6 7