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Vanguard Total Bond Market
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Overview Fund Activity

1,439 hedge funds and large institutions have $65.5B invested in Vanguard Total Bond Market in 2023 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 614 increasing their positions, 448 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+169
Holders Change %
+13.31%
% of All Funds
21.09%
Holding in Top 10
238
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+15.53%
% of All Funds
3.49%
New
277
Increased
614
Reduced
448
Closed
84
Calls
$4.82M
Puts
$2.6M
Net Calls
+$2.22M
Net Calls Change
-$1.12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.41B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$785M
3
MIS
Morningstar Investment Services
Illinois
+$625M
4
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$450M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$426M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$5.19B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$701M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$453M
4
US Bancorp
US Bancorp
Minnesota
-$218M
5
G
GenTrust
Florida
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
226
Bluestem Financial Advisors
Illinois
$17.6M -$158K -2,143 -0.9%
Lido Advisors
227
Lido Advisors
California
$17.3M +$2.65M +36,008 +18%
KAS
228
Kestra Advisory Services
Texas
$17.2M +$2.36M +32,084 +16%
EWM
229
Executive Wealth Management
Michigan
$17.1M +$211K +2,863 +1%
PS
230
Principal Securities
Iowa
$17.1M +$17.1M +232,363 New
VWA
231
Visionary Wealth Advisors
Illinois
$17M +$182K +2,477 +1%
Allspring Global Investments
232
Allspring Global Investments
North Carolina
$17M -$3.56M -48,447 -17%
BCM
233
Brookstone Capital Management
Illinois
$17M -$33.6M -457,013 -66%
EC
234
Eaton-Cambridge
Arizona
$16.7M +$16.7M +227,346 New
BWM
235
Brown Wealth Management
Illinois
$16.7M +$112K +1,522 +0.7%
Bank of Montreal
236
Bank of Montreal
Ontario, Canada
$16.5M +$9.37M +127,114 +131%
CAM
237
Cobblestone Asset Management
Virginia
$16.5M -$1.24M -16,865 -7%
MWM
238
McNaughton Wealth Management
California
$16.4M +$971K +13,205 +6%
AAM
239
Ameraudi Asset Management
New York
$16.4M -$2.81M -38,198 -15%
Barclays
240
Barclays
United Kingdom
$16.2M – – –
JWA
241
JFS Wealth Advisors
Pennsylvania
$16.2M +$3.73M +50,684 +30%
BOH
242
Bank of Hawaii
Hawaii
$16.2M +$609K +8,286 +4%
HCC
243
Hirtle Callaghan & Co
Pennsylvania
$16.2M +$1.43M +19,407 +10%
CST
244
Charles Schwab Trust
Nevada
$16M -$868K -11,808 -5%
GWSA
245
Global Wealth Strategies & Associates
Colorado
$15.9M +$4.33M +58,829 +37%
PA
246
Pinnacle Associates
New York
$15.6M +$1.1M +14,987 +8%
WF
247
Whelan Financial
California
$15.5M +$405K +5,513 +3%
VAG
248
Vannoy Advisory Group
Texas
$15.5M +$15.5M +210,183 New
LNWTC
249
Laird Norton Wetherby Trust Company
Washington
$15.4M +$9.14M +124,320 +146%
GLLW
250
Graves Light Lenhart Wealth
Virginia
$15.4M +$6.1M +82,973 +66%
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