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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 %
MBFW
1451
Morton Brown Family Wealth
Pennsylvania
$451 -$428K -5,700 -100%
PWS
1452
Peterson Wealth Services
Utah
$451 +$451 +6 New
SN
1453
Sittner & Nelson
Oregon
$304 +$152 +2 +100%
KA
1454
Kozak & Associates
Colorado
$5 -$1.66K -23 Closed
LCM
1455
Logan Capital Management
Pennsylvania
$5 – – –
FFA
1456
Frazier Financial Advisors
Ohio
$2 -$94 -1 Closed
Charles Schwab
1457
Charles Schwab
California
– -$234M -3,242,668 Closed
ZIM
1458
Zacks Investment Management
Illinois
– -$6.63M -92,028 Closed
Squarepoint
1459
Squarepoint
New York
– -$6.54M -90,808 Closed
FWM
1460
FMA Wealth Management
Massachusetts
– -$6.31M -87,534 Closed
IAA
1461
Independent Advisor Alliance
North Carolina
– -$5.67M -78,722 Closed
QFA
1462
Quattro Financial Advisors
Texas
– -$5.17M -71,779 Closed
SW
1463
SVB Wealth
Massachusetts
– -$4.81M -66,727 Closed
FA
1464
Fortis Advisors
Pennsylvania
– -$4.62M -64,103 Closed
Jane Street
1465
Jane Street
New York
– -$2.93M -40,599 Closed
S
1466
Sunpointe
Missouri
– -$1.82M -25,193 Closed
HHRDM
1467
H&H Retirement Design & Management
Nevada
– -$1.5M -20,641 Closed
OHWA
1468
Oak Hill Wealth Advisors
Virginia
– -$1.07M -14,801 Closed
CFS
1469
Cannon Financial Strategists
Georgia
– -$860K -11,934 Closed
JRP
1470
Jasper Ridge Partners
California
– -$848K -11,773 Closed
IWP
1471
Insight Wealth Partners
Texas
– -$790K -10,969 Closed
RIA
1472
Realta Investment Advisors
Delaware
– -$718K -9,963 Closed
ST
1473
Sabal Trust
Florida
– -$702K -9,737 Closed
FAM
1474
Formidable Asset Management
Ohio
– -$689K -9,566 Closed
OSAM
1475
O'Shaughnessy Asset Management
Connecticut
– -$648K -8,991 Closed
57 58
59
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