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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 %
AFP
526
Ausdal Financial Partners
Iowa
$3.59M +$214K +2,903 +6%
TWP
527
Total Wealth Planning
Ohio
$3.57M -$237K -3,222 -6%
SWM
528
Sanctuary Wealth Management
Idaho
$3.57M +$389K +5,292 +12%
HSA
529
HBK Sorce Advisory
Pennsylvania
$3.56M +$3.24M +44,003 +998%
CWM
530
Centurion Wealth Management
Virginia
$3.56M -$505K -6,864 -12%
CMBA
531
C.M. Bidwell & Associates
Hawaii
$3.52M +$459K +6,242 +15%
Thrivent Financial for Lutherans
532
Thrivent Financial for Lutherans
Minnesota
$3.52M -$4.61M -62,663 -57%
MPIA
533
Mountain Pacific Investment Advisers
Idaho
$3.47M +$627K +8,531 +22%
PTC
534
Private Trust Company
Ohio
$3.45M +$113K +1,543 +3%
AAS
535
Annex Advisory Services
Wisconsin
$3.45M +$3.45M +46,915 New
AUIM
536
Aegon USA Investment Management
Iowa
$3.44M -$4.54M -61,756 -57%
CWA
537
Clarus Wealth Advisors
Arizona
$3.43M +$3.43M +47,236 New
RCAG
538
Rehmann Capital Advisory Group
Michigan
$3.4M +$112K +1,519 +3%
HPWM
539
High Pines Wealth Management
Massachusetts
$3.4M -$306K -4,155 -8%
WWM
540
Western Wealth Management
Colorado
$3.35M +$670K +9,111 +25%
FRA
541
Frank Rimerman Advisors
California
$3.33M +$1.02M +13,838 +44%
GPI
542
General Partner Inc
Pennsylvania
$3.33M – – –
CWA
543
Consilio Wealth Advisors
Washington
$3.26M +$39.9K +542 +1%
GAM
544
Gould Asset Management
California
$3.22M -$61.3K -833 -2%
CA
545
Cambridge Associates
Massachusetts
$3.18M -$999K -13,579 -24%
SCM
546
Sebold Capital Management
Illinois
$3.17M +$1.06M +14,438 +50%
SI
547
Stephens Inc
Arkansas
$3.17M -$1.05M -14,341 -25%
NWMG
548
National Wealth Management Group
Ohio
$3.16M -$58.5K -796 -2%
EIG
549
Ellenbecker Investment Group
Wisconsin
$3.14M +$238K +3,233 +8%
FPW
550
Flagship Private Wealth
Massachusetts
$3.1M -$64.2K -873 -2%
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