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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 %
Charles Schwab
26
Charles Schwab
California
$259M -$23.5M -319,776 -8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$249M +$51.2M +695,903 +26%
PFA
28
Pure Financial Advisors
California
$245M +$26.2M +356,118 +12%
GEM
29
Global Endowment Management
North Carolina
$224M -$7.8M -106,000 -3%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$213M +$66.7M +907,130 +46%
Truist Financial
31
Truist Financial
North Carolina
$212M +$5.76M +78,261 +3%
HighTower Advisors
32
HighTower Advisors
Illinois
$211M +$50.4M +685,127 +31%
M&T Bank
33
M&T Bank
New York
$206M +$9.71M +132,045 +5%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$199M +$11.7M +158,416 +6%
AssetMark Inc
35
AssetMark Inc
California
$191M -$4.28M -58,240 -2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$166M -$6.21M -84,449 -4%
RIG
37
RiverFront Investment Group
Virginia
$159M -$2.3M -31,297 -1%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$158M -$3.97M -54,036 -2%
FFB
39
First Financial Bankshares
Texas
$157M +$157M +2,130,019 New
Prudential Financial
40
Prudential Financial
New Jersey
$152M +$27.4M +372,045 +22%
MWM
41
Mission Wealth Management
California
$148M +$11.6M +157,040 +8%
TIAA Trust, National Association
42
TIAA Trust, National Association
North Carolina
$146M +$30.3M +411,031 +26%
RA
43
RFG Advisory
Alabama
$145M -$3.89M -52,934 -3%
Corient Private Wealth
44
Corient Private Wealth
Florida
$139M -$1.41M -19,226 -1%
CAN
45
Cetera Advisor Networks
California
$138M +$399K +5,430 +0.3%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$132M +$7.13M +96,915 +6%
AIM
47
Acropolis Investment Management
Missouri
$130M +$2.02M +27,452 +2%
MC
48
McMorgan & Co
California
$126M +$3.07M +41,727 +3%
RJA
49
Raymond James & Associates
Florida
$126M -$510K -6,939 -0.4%
APCM
50
Alaska Permanent Capital Management
Alaska
$124M -$2.2M -29,949 -2%
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