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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 %
ICG
176
InterOcean Capital Group
Tennessee
$26.4M +$1.04M +14,335 +4%
SP
177
Symmetry Partners
Connecticut
$26.2M -$50.7M -698,718 -66%
PWMG
178
Prestige Wealth Management Group
New Jersey
$26.2M +$3.19M +43,868 +14%
FWP
179
Falcon Wealth Planning
California
$25.9M +$4.25M +58,533 +20%
GCM
180
G2 Capital Management
Ohio
$25.7M +$706K +9,714 +3%
JSL
181
JT Stratford LLC
Georgia
$25.3M +$1.71M +23,569 +7%
TW
182
Trajan Wealth
Arizona
$25.2M +$25.2M +347,371 New
BIA
183
BHK Investment Advisors
Alabama
$25M +$11.8M +162,456 +89%
VWM
184
Vigilare Wealth Management
Arizona
$24.8M -$16.2M -223,018 -40%
DAS
185
Dynamic Advisor Solutions
Arizona
$24.7M +$1.56M +21,495 +7%
Northern Trust
186
Northern Trust
Illinois
$24.6M +$22.8M +313,893 +1,233%
CF
187
Corrigan Financial
Rhode Island
$24.6M +$1.64M +22,615 +7%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$24.3M -$5.7M -78,491 -19%
SCM
189
Steele Capital Management
Iowa
$24.2M +$3.07M +42,271 +15%
TFA
190
Transamerica Financial Advisors
Florida
$24M +$1.72M +23,641 +8%
AA
191
Axiom Advisory
California
$23.9M +$2.41M +33,229 +11%
KL
192
KWMG LLC
Kansas
$23.8M +$802K +11,041 +3%
FMP
193
Financial Management Professionals
Texas
$23.5M +$3.81M +52,475 +19%
WANY
194
Wealthspire Advisors (New York)
New York
$23.3M -$579K -7,975 -2%
SS
195
Sound Stewardship
Kansas
$23.2M +$17.4M +239,408 +299%
BWM
196
Benchmark Wealth Management
Connecticut
$23.1M +$1.66M +22,917 +8%
COCM
197
Charter Oak Capital Management
New Hampshire
$23M +$401K +5,519 +2%
GAM
198
Gotham Asset Management
New York
$22.9M +$1.69M +23,200 +8%
CAM
199
Cobblestone Asset Management
Virginia
$22.7M +$6.4M +88,170 +39%
PFM
200
Phillips Financial Management
Indiana
$22.6M +$593K +8,160 +3%
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