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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 %
SRC
401
Sage Rhino Capital
California
$6.49M -$368K -4,999 -5%
CGF
402
Constant Guidance Financial
Massachusetts
$6.47M +$5.67M +77,113 +715%
CB
403
Cadence Bank
Mississippi
$6.46M -$65.9K -896 -1%
National Bank of Canada
404
National Bank of Canada
Quebec, Canada
$6.46M -$2.63K -36 -0%
MWM
405
Meridian Wealth Management
Kentucky
$6.4M +$3.59M +48,817 +128%
KPWS
406
Kestra Private Wealth Services
Texas
$6.39M +$1.42M +19,267 +29%
BC
407
Bartlett & Co
Ohio
$6.31M -$1.32M -17,967 -17%
BCWM
408
Bartlett & Co Wealth Management
Ohio
$6.31M -$1.32M -17,967 -17%
PFT
409
Providence First Trust
Arizona
$6.28M +$525K +7,143 +9%
LNC
410
Lincoln National Corp
Pennsylvania
$6.27M +$2.76M +37,523 +79%
MWM
411
Modera Wealth Management
New Jersey
$6.24M +$1.23M +16,667 +24%
WFP
412
Wrenne Financial Planning
Kentucky
$6.22M +$6.22M +84,564 New
BIAS
413
Beacon Investment Advisory Services
New Jersey
$6.17M +$6.17M +83,947 New
EPP
414
ETF Portfolio Partners
Kansas
$6.16M -$117K -1,594 -2%
WSTAM
415
Wilbanks Smith & Thomas Asset Management
Virginia
$6.15M -$581K -7,897 -9%
PAS
416
Park Avenue Securities
New York
$6.15M +$1.07M +14,611 +21%
TWA
417
Trellis Wealth Advisors
California
$6.13M +$3.64M +49,528 +146%
BL
418
BFSG LLC
California
$6.04M +$581K +7,899 +11%
FWM
419
FMA Wealth Management
Massachusetts
$6.03M +$6.03M +81,956 New
SS
420
Sound Stewardship
Kansas
$5.89M +$2.46M +33,511 +72%
CISOA
421
Capital Investment Services of America
Wisconsin
$5.87M -$44.1K -600 -0.7%
GVAG
422
Great Valley Advisor Group
Delaware
$5.85M +$300K +4,075 +5%
SW
423
SlateStone Wealth
Florida
$5.85M +$81.5K +1,108 +1%
PAG
424
Powers Advisory Group
Illinois
$5.84M +$319K +4,343 +6%
RG
425
Rathbones Group
United Kingdom
$5.82M -$94.5K -1,285 -2%
15 16
17
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