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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 %
JAG
201
Journey Advisory Group
Kentucky
$22.5M +$12.1M +166,562 +116%
CWAG
202
Compton Wealth Advisory Group
Virginia
$22.5M +$754K +10,387 +3%
FA
203
FDx Advisors
Illinois
$22.2M -$776K -10,679 -3%
CAAS
204
Capital Asset Advisory Services
Michigan
$22.1M +$9.09M +126,881 +70%
CL
205
Choreo LLC
Illinois
$21.7M -$185K -2,542 -0.8%
FCC
206
Flower City Capital
New York
$21.6M -$517K -7,121 -2%
FWM
207
Focused Wealth Management
New York
$21.5M -$2.57M -35,394 -11%
AWM
208
Axxcess Wealth Management
California
$21.5M +$9.23M +127,088 +75%
LGWM
209
Litman Gregory Wealth Management
California
$21.5M -$499K -6,869 -2%
PMA
210
Prudent Man Advisors
Illinois
$21.5M +$182K +2,509 +0.9%
ZF
211
Zhang Financial
Michigan
$21.4M +$543K +7,472 +3%
TFF
212
The Family Firm
Maryland
$21.4M +$910K +12,533 +4%
GWSA
213
Global Wealth Strategies & Associates
Colorado
$21.3M +$5.54M +76,216 +35%
CFA
214
Cahill Financial Advisors
Minnesota
$21.2M +$3.04M +41,851 +17%
CFG
215
Carr Financial Group
Massachusetts
$21.2M -$3.26M -44,893 -13%
FTS
216
Fifth Third Securities
Ohio
$21M +$1.07M +14,747 +5%
LRIA
217
Leonard Rickey Investment Advisors
Washington
$20.8M +$2.19M +30,084 +12%
Allspring Global Investments
218
Allspring Global Investments
North Carolina
$20.6M +$3.78M +52,000 +22%
CTWM
219
Cherry Tree Wealth Management
Minnesota
$20.5M +$502K +6,916 +3%
IFA
220
Index Fund Advisors
California
$20.2M +$434K +5,979 +2%
BHWA
221
Beacon Harbor Wealth Advisors
Virginia
$20.1M +$20.1M +277,046 New
BFA
222
Bluestem Financial Advisors
Illinois
$20.1M +$2.72M +37,406 +16%
VWA
223
Visionary Wealth Advisors
Illinois
$20.1M +$3.24M +44,588 +19%
HCC
224
Hirtle Callaghan & Co
Pennsylvania
$19.9M -$16.2M -219,668 Closed
EC
225
Eaton-Cambridge
Arizona
$19.7M +$3.21M +44,176 +19%
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