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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 %
CIP
151
Cornerstone Investment Partners
Georgia
$38.7M -$104K -1,443 -0.3%
BWP
152
BlueStem Wealth Partners
Minnesota
$38.2M +$38.2M +531,701 New
AWM
153
Avior Wealth Management
Nebraska
$38.1M +$34.1M +474,059 +848%
KIM
154
Karpus Investment Management
New York
$37.2M +$27.1M +376,681 +269%
RBC
155
Roble Belko & Company
Pennsylvania
$37M -$218K -3,030 -0.6%
Stifel Financial
156
Stifel Financial
Missouri
$36.9M +$1.83M +25,437 +5%
GP
157
Gridiron Partners
Pennsylvania
$36.6M – – –
FMP
158
Financial Management Professionals
Texas
$36.4M +$6.49M +90,249 +22%
AL
159
Aspiriant LLC
California
$35.4M -$613K -8,525 -2%
SCM
160
Stordahl Capital Management
Colorado
$34.9M +$2.19M +30,396 +7%
AFFA
161
ALM First Financial Advisors
Texas
$34.7M +$5.85M +81,411 +20%
SWG
162
Summit Wealth Group
Vermont
$34.7M +$73.9K +1,027 +0.2%
P
163
&Partners
Tennessee
$34.7M +$10.8M +149,893 +45%
LP
164
LGL Partners
Pennsylvania
$34.6M -$2.36M -32,815 -6%
SP
165
Symmetry Partners
Connecticut
$34.5M +$14.4M +200,113 +71%
DADC
166
D.A. Davidson & Co
Montana
$34.3M +$5.97M +82,961 +21%
TCM
167
TD Capital Management
Tennessee
$34.2M -$773K -10,752 -2%
PMWMG
168
Parr McKnight Wealth Management Group
Minnesota
$33.1M +$33.1M +460,785 New
SFP
169
Sherwood Financial Partners
California
$32.5M +$32.5M +451,334 New
ERIC
170
Eagle Rock Investment Company
Georgia
$32.1M +$92.8K +1,290 +0.3%
FI
171
FIDELIS iM
Oregon
$32M +$253K +3,512 +0.8%
ACS
172
Archford Capital Strategies
Illinois
$31.9M -$212K -2,945 -0.7%
NIM
173
NEOS Investment Management
Connecticut
$31.6M +$12.3M +171,137 +64%
SCM
174
Steele Capital Management
Iowa
$31.2M +$828K +11,521 +3%
PCA
175
Pallas Capital Advisors
Massachusetts
$30.8M +$30.6M +425,020 +11,191%
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