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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 %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$8.62B +$259M +3,562,945 +3%
Morgan Stanley
2
Morgan Stanley
New York
$6.63B -$5.7B -78,414,284 -46%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.8B -$1.2B -16,466,845 -17%
Creative Planning
4
Creative Planning
Kansas
$5.5B +$1.06B +14,643,483 +24%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.71B +$454M +6,253,040 +20%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$2.34B -$309M -4,248,444 -12%
Wells Fargo
7
Wells Fargo
California
$1.41B +$8.43M +116,073 +0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.39B +$25.6M +352,028 +2%
Bank of America
9
Bank of America
North Carolina
$1.34B -$114M -1,575,590 -8%
AF
10
Allworth Financial
California
$1.2B +$60.2M +828,500 +5%
LPL Financial
11
LPL Financial
California
$1.08B -$1.4B -19,302,799 -56%
Goldman Sachs
12
Goldman Sachs
New York
$1.06B -$52.1M -716,949 -5%
BlackRock
13
BlackRock
New York
$930M +$3.38M +46,539 +0.4%
SEI Investments
14
SEI Investments
Pennsylvania
$866M -$318M -4,384,488 -27%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$791M +$53M +729,573 +7%
MIS
16
Morningstar Investment Services
Illinois
$675M -$627M -8,619,992 -48%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$499M +$82.9M +1,142,058 +20%
Ameriprise
18
Ameriprise
Minnesota
$477M +$49.7M +685,134 +12%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$353M -$1.59M -21,897 -0.4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$349M +$193M +2,660,678 +124%
FWI
21
Facet Wealth Inc
Maryland
$326M +$47.9M +670,382 +17%
OWM
22
Orgel Wealth Management
Wisconsin
$306M -$48.2M -664,114 -14%
CIAS
23
CBIZ Investment Advisory Services
Ohio
$296M +$36.7M +504,782 +14%
UBS Group
24
UBS Group
Switzerland
$293M -$54M -742,909 -16%
PFA
25
Pure Financial Advisors
California
$270M +$28.1M +387,513 +12%
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