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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 %
LSIA
376
LaSalle St. Investment Advisors
Illinois
$7.57M -$1.1M -1,496 -13%
VAF
377
Values Added Financial
District of Columbia
$7.54M +$1.27M +17,326 +20%
RCS
378
Retirement Capital Strategies
California
$7.52M +$7.17M +97,550 +2,076%
SCA
379
STALEY CAPITAL ADVISERS
Pennsylvania
$7.51M +$1.13M +15,375 +18%
CCM
380
Coldstream Capital Management
Washington
$7.49M -$2.71M -36,897 -27%
CPIG
381
Chicago Partners Investment Group
Illinois
$7.38M +$2.1M +28,986 +40%
FPAS
382
Focus Partners Advisor Solutions
Missouri
$7.36M -$330K -4,480 -4%
Franklin Resources
383
Franklin Resources
California
$7.34M +$1.35M +18,404 +23%
MAM
384
Meeder Asset Management
Ohio
$7.25M +$5.34M +72,567 +280%
PA
385
PFG Advisors
Arizona
$7.24M -$745K -10,132 -9%
TWM
386
Tanager Wealth Management
United Kingdom
$7.16M +$6.43M +87,403 +875%
LWM
387
Luminvest Wealth Management
Arizona
$7.16M +$7.16M +97,036 New
MA
388
Mutual Advisors
Nebraska
$7.14M +$1.6M +21,726 +29%
ABC
389
Associated Banc-Corp
Wisconsin
$7.14M +$469K +6,380 +7%
SCM
390
SOL Capital Management
Maryland
$6.98M +$2.61M +35,484 +60%
PRI
391
Prepared Retirement Institute
Pennsylvania
$6.82M +$6.82M +92,744 New
JPG
392
Jordan Park Group
California
$6.81M – – –
HWM
393
Horizons Wealth Management
North Carolina
$6.8M -$239K -3,248 -3%
OA
394
Oceanside Advisors
South Carolina
$6.74M +$6.74M +91,625 New
MFWM
395
Motley Fool Wealth Management
Virginia
$6.6M +$151K +2,053 +2%
SIC
396
SJS Investment Consulting
Ohio
$6.54M -$4.06M -55,259 -38%
AP
397
Agilis Partners
Massachusetts
$6.53M +$6.53M +88,797 New
AC
398
Applied Capital
Arkansas
$6.51M -$285K -3,881 -4%
SWM
399
SigFig Wealth Management
California
$6.51M +$596K +8,082 +10%
RCA
400
Reitz Capital Advisors
Michigan
$6.51M +$556K +7,557 +9%
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16
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