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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 %
WAG
551
Wiser Advisor Group
Arizona
$3.1M +$3.1M +42,129 New
NI
552
NYL Investors
New York
$3.06M -$103K -1,400 -3%
TCOV
553
Trust Company of Vermont
Vermont
$3.04M -$41.9K -569 -1%
WHCI
554
W.H. Cornerstone Investments
Massachusetts
$3.03M -$723K -9,832 -19%
CAG
555
Csenge Advisory Group
Florida
$3.03M +$1.28M +17,444 +74%
BRIA
556
Balanced Rock Investment Advisors
Massachusetts
$3.03M +$3.03M +41,141 New
NFP
557
Narus Financial Partners
Utah
$3.01M -$203K -2,761 -6%
ECA
558
Elevated Capital Advisors
Utah
$3M -$112K -1,518 -4%
WA
559
Wealth Architects
California
$2.98M +$2.98M +40,523 New
PFG
560
PAX Financial Group
Texas
$2.97M -$8.26K -114 -0.3%
CSPIA
561
Cary Street Partners Investment Advisory
Virginia
$2.97M +$112K +1,524 +4%
FGAM
562
Financial Gravity Asset Management
Texas
$2.93M +$41.7K +5,817 +1%
HWMC
563
Heritage Wealth Management (California)
California
$2.92M +$2.92M +39,679 New
WAM
564
Worth Asset Management
Texas
$2.92M +$600K +8,156 +26%
MGIA
565
Moneta Group Investment Advisors
Missouri
$2.91M -$494K -6,714 -15%
SSW
566
Stone Summit Wealth
Florida
$2.9M +$527K +7,170 +22%
NIM
567
NEOS Investment Management
Connecticut
$2.9M +$724K +9,843 +33%
SWM
568
Shakespeare Wealth Management
Wisconsin
$2.86M +$1.6M +21,796 +128%
EB
569
Exchange Bank
California
$2.86M +$1.29M +17,590 +83%
KP
570
Keel Point
Alabama
$2.85M +$2.85M +38,805 New
SFS
571
Sowell Financial Services
Arkansas
$2.85M +$214K +2,912 +8%
WFA
572
WMG Financial Advisors
Tennessee
$2.83M +$2.83M +38,509 New
OC
573
Oppenheimer & Co
New York
$2.82M +$1.05M +14,302 +59%
DAM
574
Delta Asset Management
Tennessee
$2.82M +$4.63K +63 +0.2%
GT
575
Glenview Trust
Kentucky
$2.81M +$1.5M +20,448 +115%
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