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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 %
FA
626
Flagstar Advisors
New York
$2.33M -$58.5K -795 -2%
FFP
627
Forbes Financial Planning
Rhode Island
$2.31M +$977K +13,283 +74%
SC
628
Scotia Capital
Ontario, Canada
$2.3M -$221K -3,004 -9%
Victory Capital Management
629
Victory Capital Management
Texas
$2.3M +$1.15M +15,593 +100%
Neuberger Berman Group
630
Neuberger Berman Group
New York
$2.28M -$57.5K -782 -2%
OIS
631
Okabena Investment Services
Minnesota
$2.27M – – –
TWA
632
Tandem Wealth Advisors
Arizona
$2.27M -$11.5K -156 -0.5%
FIA
633
Foundations Investment Advisors
Arizona
$2.27M -$1.17M -15,855 -34%
GIS
634
Grayhawk Investment Strategies
Alberta, Canada
$2.27M – – –
EWP
635
Engrave Wealth Partners
Texas
$2.26M +$159K +2,166 +8%
EB
636
Eastern Bank
Massachusetts
$2.24M – – –
UCFA
637
United Capital Financial Advisors
Texas
$2.24M -$1.16M -15,760 -34%
OFS
638
OneAscent Financial Services
Alabama
$2.22M +$1.52M +20,726 +220%
HWM
639
HB Wealth Management
Georgia
$2.2M -$110K -1,496 -5%
NB
640
Nicolet Bankshares
Wisconsin
$2.19M +$185K +2,516 +9%
CWP
641
Cyndeo Wealth Partners
Florida
$2.18M +$1.64M +22,236 +300%
AAS
642
Ameritas Advisory Services
Nebraska
$2.18M -$620K -8,536 -22%
SFA
643
Sequoia Financial Advisors
Ohio
$2.17M -$145K -1,971 -6%
CANC
644
Culbertson A N & Co
Virginia
$2.16M -$73.2K -995 -3%
IRAG
645
Investment Research & Advisory Group
Georgia
$2.15M +$1.3M +17,612 +152%
MFC
646
Mechanics Financial Corp
Ohio
$2.14M +$13.4K +182 +0.6%
MOS
647
MGO One Seven
Ohio
$2.14M +$34.1K +463 +2%
VFA
648
Valeo Financial Advisors
Indiana
$2.14M +$1.68M +22,781 +363%
FA
649
FC Advisory
Pennsylvania
$2.13M -$164K -2,230 -7%
FPB
650
First PREMIER Bank
South Dakota
$2.13M +$85.3K +1,160 +4%
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