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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 %
Carson Wealth (CWM LLC)
701
Carson Wealth (CWM LLC)
Nebraska
$1.74M -$1.33M -18,032 -43%
SQA
702
Simon Quick Advisors
New Jersey
$1.73M +$268K +3,650 +18%
SPWM
703
Straight Path Wealth Management
Michigan
$1.72M +$16.1K +219 +0.9%
BIA
704
Bell Investment Advisors
California
$1.72M +$644K +8,750 +60%
HHRDM
705
H&H Retirement Design & Management
Nevada
$1.71M -$652 -9 -0%
WP
706
WealthShield Partners
North Carolina
$1.71M +$1.49M +20,318 +681%
TPI
707
Trust Point Inc
Wisconsin
$1.71M +$1.71M +23,215 New
GT
708
Greenleaf Trust
Michigan
$1.71M +$1.42M +19,346 +504%
CPA
709
Cardiff Park Advisors
California
$1.7M -$434K -5,901 -20%
PWM
710
Power Wealth Management
Georgia
$1.7M +$1.7M +23,106 New
IWA
711
Icon Wealth Advisors
Texas
$1.7M +$1.7M +23,102 New
CWA
712
Canvas Wealth Advisors
Kansas
$1.7M +$193K +2,633 +13%
FI
713
Financial Insights
Washington
$1.7M -$228K -3,105 -12%
GC
714
Grimes & Company
Massachusetts
$1.69M +$13.2K +180 +0.8%
WCWM
715
Willow Creek Wealth Management
California
$1.69M -$291K -3,953 -15%
BFA
716
Beaumont Financial Advisors
Massachusetts
$1.69M +$15K +204 +0.9%
CP
717
Cumberland Partners
Ontario, Canada
$1.69M – – –
DJSG
718
D.J. St. Germain
Massachusetts
$1.68M +$846K +11,502 +101%
CFIA
719
Cantor Fitzgerald Investment Advisors
New York
$1.67M +$1.67M +22,702 New
IWM
720
IHT Wealth Management
Illinois
$1.67M -$131K -1,785 -7%
SFPG
721
Stonebridge Financial Planning Group
Florida
$1.66M +$1.66M +22,529 New
CW
722
CreativeOne Wealth
Kansas
$1.66M +$319K +4,344 +24%
BAM
723
BTS Asset Management
Massachusetts
$1.65M -$4.01M -54,452 -71%
ML
724
Mayport LLC
Massachusetts
$1.65M -$231K -3,135 -12%
FWP
725
Family Wealth Partners
North Carolina
$1.65M +$1.65M +22,399 New
27 28
29
30 31