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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 %
ACIM
426
Azimuth Capital Investment Management
Michigan
$5.75M +$1.58M +21,470 +38%
KFGK
427
Keystone Financial Group (Kentucky)
Kentucky
$5.73M +$2.75M +37,455 +93%
TCM
428
Triumph Capital Management
Colorado
$5.67M +$798K +10,846 +16%
SMI
429
Shelter Mutual Insurance
Missouri
$5.63M – – –
IA
430
IFP Advisors
Florida
$5.57M -$15M -203,283 -73%
SS
431
Simplicity Solutions
Minnesota
$5.53M +$518K +7,039 +10%
W
432
WealthCollab
Washington
$5.53M +$5.53M +75,145 New
PA
433
Parallel Advisors
California
$5.43M +$891K +12,109 +20%
SJGA
434
Stephen J. Garry & Associates
New York
$5.41M +$5.41M +73,574 New
Fisher Asset Management
435
Fisher Asset Management
Washington
$5.39M -$326K -4,429 -6%
CFP
436
Curran Financial Partners
South Carolina
$5.37M -$3.18M -43,923 -37%
ZC
437
Zeit Capital
Colorado
$5.37M -$386K -5,247 -7%
PFS
438
Prospera Financial Services
Texas
$5.36M +$860K +11,691 +19%
DPI
439
Diversified Portfolios Inc
Michigan
$5.35M -$187K -2,543 -3%
QFA
440
Quattro Financial Advisors
Texas
$5.35M -$5.19B -71,805 -100%
UB
441
UMB Bank
Missouri
$5.32M -$204K -2,769 -4%
BFG
442
Bleakley Financial Group
New Jersey
$5.32M +$305K +4,146 +6%
BRWA
443
B. Riley Wealth Advisors
Florida
$5.32M +$3.28M +44,565 +161%
CFP
444
Catalyst Financial Partners
Massachusetts
$5.29M -$331K -4,495 -6%
FA
445
Fortis Advisors
Pennsylvania
$5.28M -$36.6K -498 -0.7%
P
446
Pitcairn
Pennsylvania
$5.27M +$5.27M +71,661 New
LSA
447
Lansing Street Advisors
Pennsylvania
$5.27M +$5.27M +71,612 New
EWA
448
EP Wealth Advisors
California
$5.25M -$4.97M -67,581 -49%
SP
449
Sarasin & Partners
United Kingdom
$5.24M +$166K +2,258 +3%
MSWMA
450
Market Street Wealth Management Advisors
Indiana
$5.22M +$3.34M +45,419 +178%
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