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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 %
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$13.4M +$647K +8,790 +5%
RWP
277
RWA Wealth Partners
Massachusetts
$13.4M -$7.43M -101,000 -36%
LFA
278
Landmark Financial Advisors
Kentucky
$13.4M +$2.15M +29,223 +19%
BIA
279
BHK Investment Advisors
Alabama
$13.4M -$12.6M -171,512 -49%
CAAS
280
Capital Asset Advisory Services
Michigan
$13.3M -$13.2M -179,335 -50%
GGS
281
Galvin Gaustad & Stein
Arizona
$13.2M +$1.2M +16,324 +10%
MWP
282
Moller Wealth Partners
$13M +$1.29M +17,584 +11%
NL
283
NWAM LLC
Washington
$13M +$6.12M +83,141 +89%
VC
284
Veery Capital
Delaware
$13M +$1.14M +15,494 +10%
AIMC
285
Alley Investment Management Company
Illinois
$13M +$965K +13,124 +8%
SIA
286
Sovereign Investment Advisors
Arizona
$12.9M +$112K +1,526 +0.9%
WA
287
WBH Advisory
Maryland
$12.9M -$1.99M -27,070 -13%
CGH
288
CMG Global Holdings
Texas
$12.8M +$1.81M +25,009 +17%
SPIA
289
Steward Partners Investment Advisory
New York
$12.7M +$11.3M +153,887 +850%
AI
290
Atria Investments
North Carolina
$12.5M +$345K +4,689 +3%
AWM
291
Axxcess Wealth Management
California
$12.5M -$15.6M -211,514 -55%
SW
292
SVB Wealth
Massachusetts
$12.5M +$5.37M +73,075 +76%
MG
293
Mather Group
Illinois
$12.5M +$4.63M +63,018 +59%
TF
294
Tompkins Financial
New York
$12.4M +$4.76M +64,765 +62%
HB
295
HTLF Bank
Colorado
$12.4M +$12.4M +168,385 New
MAS
296
Meeder Advisory Services
Ohio
$12.4M -$285K -3,879 -2%
CA
297
Continuum Advisory
Idaho
$12.4M +$2.99M +40,641 +32%
B
298
Bridgeworth
Alabama
$12.2M +$11.2M +151,703 +1,044%
CC
299
Courier Capital
New York
$12.1M -$1.77M -24,087 -13%
FAG
300
Financial Architects (Georgia)
Georgia
$12.1M +$12.1M +164,765 New
10 11
12
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