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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 %
FDW
1576
Fourth Dimension Wealth
Ohio
$1.8K +$1.8K +25 New
OWP
1577
ORG Wealth Partners
Texas
$1.37K +$1.37K +19 New
CPG
1578
Cornerstone Planning Group
New Jersey
$1.34K -$101K -1,428 -99%
SSB
1579
Sandy Spring Bank
Maryland
$863 -$115K -1,600 -99%
ITIM
1580
Indiana Trust & Investment Management
Indiana
$719 – – –
MBFW
1581
Morton Brown Family Wealth
Pennsylvania
$647 +$216 +3 +50%
NS
1582
NBC Securities
Alabama
$463 -$491K -6,363 -100%
PWS
1583
Peterson Wealth Services
Utah
$431 – – –
CAWM
1584
Capital A Wealth Management
Pennsylvania
$431 +$431 +6 New
CW
1585
Curio Wealth
Maryland
$360 +$360 +5 New
SN
1586
Sittner & Nelson
Oregon
$294 – – –
SAM
1587
Synergy Asset Management
Washington
$284 +$284 +4 New
Russell Investments Group
1588
Russell Investments Group
United Kingdom
$168 +$168 +2 New
KBFS
1589
Kohmann Bosshard Financial Services
Ohio
$144 +$144 +2 New
LCM
1590
Logan Capital Management
Pennsylvania
$4 -$5 – –
SFA
1591
Semmax Financial Advisors
North Carolina
$3 – – –
FFA
1592
Frazier Financial Advisors
Ohio
$2 -$2 – –
TC
1593
Toews Corporation
New Jersey
– -$76.3M -1,015,774 Closed
DAS
1594
Dynamic Advisor Solutions
Arizona
– -$36.5M -485,319 Closed
CA
1595
Crewe Advisors
Utah
– -$35.1M -467,463 Closed
RAG
1596
RIA Advisory Group
Iowa
– -$33.9M -451,968 Closed
OMC
1597
Old Mission Capital
Illinois
– -$33.7M -449,057 Closed
STA
1598
Summit Trail Advisors
New York
– -$28.6M -380,895 Closed
CAM
1599
Cobblestone Asset Management
Virginia
– -$25.5M -340,084 Closed
PCM
1600
Penserra Capital Management
California
– -$23.1M -307,752 Closed
62 63
64
65 66