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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 %
SC
51
Savant Capital
Illinois
$124M +$26.8M +364,668 +27%
FG
52
Foster Group
Iowa
$120M – – –
DDSF
53
Diana Davis Spencer Foundation
Maryland
$118M – – –
BWL
54
Bogart Wealth LLC
Virginia
$110M +$3.34M +45,437 +3%
OC
55
Oakworth Capital
Alabama
$110M +$110M +1,490,218 New
AA
56
Alesco Advisors
New York
$109M +$1.67M +22,640 +2%
Betterment LLC
57
Betterment LLC
New York
$108M -$1.48M -20,075 -1%
CFA
58
Capstone Financial Advisors
Illinois
$103M +$6.77M +92,110 +7%
Mariner
59
Mariner
Kansas
$103M +$7.04M +95,737 +7%
Cerity Partners
60
Cerity Partners
New York
$103M +$81.9M +1,113,608 +397%
VFA
61
Voya Financial Advisors
Connecticut
$101M +$5.02M +68,081 +5%
SP
62
Stairway Partners
Illinois
$99.3M -$22.7M -309,190 -19%
ANTB
63
AMG National Trust Bank
Colorado
$97.9M +$3.23M +43,966 +3%
MML Investors Services
64
MML Investors Services
Massachusetts
$96.6M -$3.92M -53,260 -4%
PIMG
65
Patriot Investment Management Group
Tennessee
$94.2M +$6.18M +83,977 +7%
VFP
66
Verus Financial Partners
Virginia
$92.7M +$577K +7,933 +0.6%
EA
67
Efficient Advisors
Ohio
$92.2M -$18.1M -245,755 -16%
CAM
68
Chandler Asset Management
California
$91.3M +$6M +81,528 +7%
MMA
69
Miracle Mile Advisors
California
$89.9M +$10.3M +139,860 +13%
MWA
70
Martel Wealth Advisors
Washington
$86.1M +$2.02M +27,525 +2%
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$83.3M +$3.56M +48,340 +4%
PLFA
72
Pacific Life Fund Advisors
California
$82M -$2.71M -36,834 -3%
Wealthfront Advisers
73
Wealthfront Advisers
California
$81M +$622K +8,454 +0.8%
AA
74
ALPS Advisors
Colorado
$79.4M -$339K -4,615 -0.4%
SP
75
Symmetry Partners
Connecticut
$77.9M +$5.53M +75,132 +8%
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