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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 %
RFC
201
Regions Financial Corp
Alabama
$25.3M -$1.53M -21,225 -6%
Victory Capital Management
202
Victory Capital Management
Texas
$24.9M +$6.77M +94,112 +37%
GWSA
203
Global Wealth Strategies & Associates
Colorado
$24.7M +$2.15M +29,845 +10%
AIP
204
Ameritas Investment Partners
Nebraska
$24.4M -$144K -2,000 -0.6%
CFA
205
Cahill Financial Advisors
Minnesota
$24.4M +$1.48M +20,593 +6%
LWM
206
Level Wealth Management
North Carolina
$24.2M +$24.2M +336,857 New
AFG
207
Atomi Financial Group
New York
$24M +$5.77M +80,260 +32%
MFG
208
Merit Financial Group
Georgia
$23.7M +$6.27M +87,175 +36%
VWM
209
Vermillion Wealth Management
Minnesota
$23.5M +$23.5M +326,370 New
BHWA
210
Beacon Harbor Wealth Advisors
Virginia
$23.5M +$1.64M +22,803 +8%
GAM
211
Gotham Asset Management
New York
$23.4M +$444K +6,181 +2%
HBT
212
Hills Bank & Trust
Iowa
$23.3M -$284K -3,943 -1%
GWA
213
Gibson Wealth Advisors
Texas
$23.2M +$1.27M +17,628 +6%
LRIA
214
Leonard Rickey Investment Advisors
Washington
$23.1M +$819K +11,391 +4%
HCC
215
Hirtle Callaghan & Co
Pennsylvania
$23M -$24.1M – –
TFF
216
The Family Firm
Maryland
$23M -$302K -8,082 -1%
PMA
217
Prudent Man Advisors
Illinois
$22.9M -$541K -7,523 -2%
CAAS
218
Capital Asset Advisory Services
Michigan
$22.8M -$79.2K -1,102 -0.3%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$22.4M +$1.75M +24,319 +8%
CFG
220
Carr Financial Group
Massachusetts
$22.2M -$6.82M -94,870 -24%
MCFP
221
Mallini Complete Financial Planning
Florida
$22.1M +$22.1M +306,766 New
BSSFA
222
Baron Silver Stevens Financial Advisors
Florida
$21.9M +$1.63M +22,692 +8%
SWA
223
Sightline Wealth Advisors
Connecticut
$21.8M +$2.29M +31,893 +12%
Barclays
224
Barclays
United Kingdom
$21.7M -$5.21M -72,483 -19%
AWM
225
Axxcess Wealth Management
California
$21.7M -$337K -4,683 -2%
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