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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 %
AF
601
Apollon Financial
South Carolina
$2.5M +$2.5M +33,927 New
JWBC
602
J.W. Burns & Co
New York
$2.49M -$157K -2,131 -6%
EBA
603
Eagle Bay Advisors
New York
$2.48M -$861K -11,705 -26%
SPP
604
Single Point Partners
Massachusetts
$2.48M -$248K -3,373 -9%
BCM
605
Barden Capital Management
Texas
$2.48M – – –
RWI
606
Red Wave Investments
Pennsylvania
$2.46M -$638K -8,678 -21%
PP
607
Prosperity Planning
Missouri
$2.46M -$2.63M – –
UF
608
Univest Financial
Pennsylvania
$2.45M +$2.45M +33,378 New
SCM
609
Saxony Capital Management
Missouri
$2.45M +$2.45M +33,254 New
ECM
610
Evergreen Capital Management
Washington
$2.44M -$5.74K -78 -0.2%
CG
611
CFO4Life Group
Texas
$2.44M +$401K +5,453 +20%
CCFM
612
Clear Creek Financial Management
Washington
$2.44M -$3.2M -43,475 -57%
OWMIAS
613
One Wealth Management Investment & Advisory Services
Florida
$2.43M +$2.43M +33,065 New
PWM
614
PBMares Wealth Management
Virginia
$2.43M +$689K +9,367 +40%
LFP
615
Leeward Financial Partners
Washington
$2.42M -$151K -2,054 -6%
GM
616
GeoWealth Management
Illinois
$2.41M -$276K -3,758 -10%
EK
617
Evensky & Katz
Florida
$2.4M +$131K +1,785 +6%
FAM
618
Frontier Asset Management
Wyoming
$2.4M +$170K +2,312 +8%
RJT
619
Raymond James Trust
Florida
$2.39M +$34.6K +470 +1%
MFIM
620
Mesirow Financial Investment Management
Illinois
$2.37M +$2.37M +32,188 New
Koshinski Asset Management
621
Koshinski Asset Management
Illinois
$2.37M -$1.42M -19,365 -38%
FA
622
Fagan Associates
New York
$2.35M -$57.9K -787 -2%
CWM
623
Congress Wealth Management
Massachusetts
$2.34M +$124K +1,687 +6%
WAS
624
Wealth Advisory Solutions
Indiana
$2.33M -$2.38M -32,416 -51%
AEPWM
625
Atlantic Edge Private Wealth Management
Florida
$2.33M +$2.33M +31,660 New
23 24
25
26 27