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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 %
LFAS
326
Level Four Advisory Services
Texas
$10.6M +$798K +10,855 +8%
JAG
327
Journey Advisory Group
Kentucky
$10.5M +$1.02M +13,805 +11%
MFWP
328
Mosaic Family Wealth Partners
Missouri
$10.4M +$35.5K +483 +0.3%
NW
329
NewEdge Wealth
Pennsylvania
$10.4M +$9.58M +130,286 +1,129%
FFA
330
Farther Finance Advisors
California
$10.3M +$2.48M +33,750 +32%
Pathstone Holdings
331
Pathstone Holdings
New Jersey
$10.3M +$10.3M +140,029 New
FFN
332
Focus Financial Network
Minnesota
$10.1M +$6.47M +87,994 +179%
MM
333
Main Management
California
$10.1M +$175K +2,379 +2%
CWM
334
Cornerstone Wealth Management
Missouri
$10.1M +$87.3K +1,187 +0.9%
BFM
335
Broadview Financial Management
Wisconsin
$10M +$10M +136,569 New
RPWA
336
Regent Peak Wealth Advisors
Georgia
$9.77M +$8.69M +118,100 +803%
EWA
337
Exencial Wealth Advisors
Oklahoma
$9.59M +$7.56M +102,724 +371%
Mirae Asset Global Investments
338
Mirae Asset Global Investments
South Korea
$9.59M +$707K +9,614 +8%
IC
339
Inscription Capital
Texas
$9.53M -$1.45M -19,760 -13%
RC
340
Roundview Capital
New Jersey
$9.48M +$5.88M +79,932 +163%
Fidelity International
341
Fidelity International
Bermuda
$9.35M -$97.5M -1,325,813 -91%
MECA
342
Miller Equity Capital Advisors
Texas
$9.3M +$577K +7,850 +7%
SOS
343
Silver Oak Securities
Tennessee
$9.29M +$7.83M +106,433 +535%
SWM
344
Sugarloaf Wealth Management
Georgia
$9.22M -$36.6K -497 -0.4%
BFPW
345
BOK Financial Private Wealth
Colorado
$9.22M +$265K +3,600 +3%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$9.16M -$1.91M -25,962 -17%
WS
347
Wela Strategies
Georgia
$9.15M +$195K +2,652 +2%
MPW
348
MGO Private Wealth
California
$9.12M -$6.45M -87,680 -41%
MFG
349
Merit Financial Group
Georgia
$9.05M +$2.53M +34,445 +39%
CWM
350
Connecticut Wealth Management
Connecticut
$9.04M +$671K +9,127 +8%
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