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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 %
FHA
501
First Horizon Advisors
Tennessee
$3.98M +$100K +1,359 +3%
CB
502
Commerce Bank
Missouri
$3.98M +$1.03M +13,987 +35%
FHA
503
Flagship Harbor Advisors
Massachusetts
$3.96M +$224K +3,050 +6%
FF
504
Farrell Financial
New York
$3.96M +$3.96M +56,691 New
CSB
505
City State Bank
Iowa
$3.95M +$354K +4,814 +10%
JWCA
506
J.W. Cole Advisors
Florida
$3.87M +$268K +3,648 +7%
HI
507
Human Investing
Oregon
$3.84M +$1.83M +24,879 +91%
LWA
508
Lantern Wealth Advisors
New York
$3.84M +$3.84M +52,262 New
LNWWM
509
Laird Norton Wetherby Wealth Management
California
$3.84M +$82.5K +1,121 +2%
HA
510
Herold Advisors
New York
$3.83M +$3.36M +45,655 +717%
BOSSRA
511
B.O.S.S. Retirement Advisors
Utah
$3.81M +$556K +7,560 +17%
PGF
512
Plan Group Financial
Oklahoma
$3.8M -$2.59M -35,185 -40%
EWG
513
Executive Wealth Group
Washington
$3.8M +$420K +5,714 +12%
LWM
514
Lodestone Wealth Management
Washington
$3.8M +$3.8M +51,645 New
BL
515
Balentine LLC
Georgia
$3.74M +$3.1M +42,140 +481%
DMBA
516
Deseret Mutual Benefit Administrators
Utah
$3.74M – – –
IC
517
Innealta Capital
Texas
$3.74M +$2.09M +28,415 +127%
PP
518
Prudential plc
United Kingdom
$3.73M -$166K -2,260 -4%
FPCG
519
Forum Private Client Group
Indiana
$3.71M +$3.71M +50,429 New
AWM
520
Avior Wealth Management
Nebraska
$3.71M -$128K -1,740 -3%
HTC
521
Haverford Trust Company
Pennsylvania
$3.7M -$1.84M -24,997 -33%
SF
522
Symphony Financial
Texas
$3.67M +$844K +11,540 +30%
WP
523
WealthSource Partners
California
$3.63M +$871K +11,845 +32%
GWM
524
GoalFusion Wealth Management
Texas
$3.62M +$377K +5,118 +12%
SWP
525
Summit Wealth Partners
Florida
$3.59M +$1.11M +15,105 +45%
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