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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 %
ATI
251
Act Two Investors
California
$15.4M +$4.35M +59,189 +40%
XF
252
XML Financial
Maryland
$15.3M -$96.8K -1,316 -0.6%
RL
253
Rogco LP
Oklahoma
$15.3M -$176K -2,393 -1%
CMP
254
Courage Miller Partners
Virginia
$15.1M +$399K +5,425 +3%
KIM
255
Karpus Investment Management
New York
$15.1M +$1.89M +25,683 +14%
HWM
256
HFG Wealth Management
Texas
$15.1M +$15.1M +204,969 New
BFEC
257
Benjamin F. Edwards & Company
Missouri
$14.8M -$883K -12,009 -6%
FFA
258
Fragasso Financial Advisors
Pennsylvania
$14.5M +$14.5M +196,598 New
COI
259
Connable Office Inc
Michigan
$14.4M -$4.28M -58,127 -23%
AC
260
Abbrea Capital
California
$14.4M +$198K +2,697 +1%
AA
261
Atmos Advisory
Pennsylvania
$14.3M -$1.05M -14,212 -7%
BMC
262
Bear Mountain Capital
Washington
$14.2M +$14.2M +194,884 New
WLIM
263
White Lighthouse Investment Management
Massachusetts
$14.2M +$2.48M +33,732 +21%
WB
264
WesBanco Bank
West Virginia
$14.2M -$1.74M -23,627 -11%
Brown Advisory
265
Brown Advisory
Maryland
$14.1M +$5.52M +75,096 +64%
AWA
266
Aletheian Wealth Advisors
Washington
$14.1M +$192K +2,617 +1%
FWA
267
FOCUS Wealth Advisors
Texas
$14M +$842K +11,448 +6%
LIM
268
Leavell Investment Management
Alabama
$14M +$2.13M +29,016 +18%
LA
269
LPF Advisors
Florida
$13.9M +$13.9M +189,392 New
NEWAS
270
N.E.W. Advisory Services
Wisconsin
$13.9M +$1.59M +21,559 +13%
BTIM
271
BancFirst Trust & Investment Management
Oklahoma
$13.7M – – –
TSW
272
Thompson Siegel & Walmsley
Virginia
$13.5M +$895K +12,169 +7%
PGFC
273
Peapack-Gladstone Financial Corp
New Jersey
$13.5M +$54.1K +735 +0.4%
FHC
274
First Heartland Consultants
Missouri
$13.5M +$808K +10,992 +6%
MCWS
275
McKinley Carter Wealth Services
West Virginia
$13.4M +$4.23M +57,546 +46%
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