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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 %
FW
351
FirstPurpose Wealth
Utah
$9.02M +$939K +12,763 +12%
FWM
352
Fonville Wealth Management
Virginia
$8.99M +$8.99M +122,247 New
PWMAG
353
Pinnacle Wealth Management Advisory Group
New Jersey
$8.9M +$717K +9,752 +9%
NEI
354
Northwest & Ethical Investments
Ontario, Canada
$8.83M +$4.66M +63,300 +111%
BFG
355
Bouchey Financial Group
New York
$8.81M +$8.81M +119,777 New
CI
356
Conning Inc
Connecticut
$8.79M – – –
DC
357
Darrow Company
Massachusetts
$8.77M +$589K +8,012 +7%
Citadel Advisors
358
Citadel Advisors
Florida
$8.74M +$8.69M +118,171 +19,695%
MFA
359
Mayflower Financial Advisors
Massachusetts
$8.73M -$1.87M -25,372 -18%
FCIM
360
Fairview Capital Investment Management
California
$8.68M +$2.59M +35,155 +42%
CWM
361
Certus Wealth Management
California
$8.66M -$1.43M -19,392 -14%
MLRA
362
Main Line Retirement Advisors
Montana
$8.58M +$8.58M +116,661 New
SHWM
363
Smith & Howard Wealth Management
Georgia
$8.44M +$688K +9,350 +9%
IAA
364
Independent Advisor Alliance
North Carolina
$8.41M +$4.54M +63,252 +117%
AIA
365
Arbor Investment Advisors
North Carolina
$8.4M -$161K -2,189 -2%
DI
366
DAGCO Inc
Ohio
$8.08M +$8.08M +109,809 New
DWS
367
Dynamic Wealth Strategies
California
$8.08M +$8.08M +109,809 New
SIM
368
Sterling Investment Management
Arizona
$8.07M +$8.07M +109,707 New
ME
369
McIlrath & Eck
Washington
$8.03M +$357K +4,849 +5%
SAG
370
SageView Advisory Group
California
$7.97M -$7.12M -102,068 Closed
SFA
371
Souders Financial Advisors
Ohio
$7.92M +$7.92M +107,728 New
Baird Financial Group
372
Baird Financial Group
Wisconsin
$7.9M -$1.47M -19,974 -16%
IAN
373
Integrated Advisors Network
Texas
$7.88M +$2.83M +38,421 +56%
SWA
374
Sightline Wealth Advisors
Connecticut
$7.77M +$4.73M +64,358 +156%
PWA
375
Pillar Wealth Advisors
Pennsylvania
$7.72M +$747K +10,161 +11%
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