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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 %
TFM
751
TFC Financial Management
Massachusetts
$1.5M +$425K +5,778 +40%
IA
752
IFG Advisory
Georgia
$1.49M +$642K +8,735 +76%
DC
753
Davenport & Co
Virginia
$1.48M -$168K -2,289 -10%
SFP
754
Sterling Financial Planning
New Jersey
$1.45M +$942K +12,811 +186%
Millennium Management
755
Millennium Management
New York
$1.45M -$462K -6,282 -24%
AR
756
Apeiron RIA
Texas
$1.45M +$404K +5,492 +39%
RWM
757
Ritholtz Wealth Management
New York
$1.44M +$1.44M +19,630 New
HA
758
HFG Advisors
Ohio
$1.43M +$41.8K +568 +3%
SMA
759
Seven Mile Advisory
New Jersey
$1.4M +$37.7K +513 +3%
PSA
760
Plum Street Advisors
Louisiana
$1.39M +$1.39M +18,945 New
AWA
761
Arkadios Wealth Advisors
Georgia
$1.39M -$11.8K -161 -0.8%
MWP
762
Meridian Wealth Partners
Pennsylvania
$1.39M +$46.3K +630 +3%
OFP
763
OLIO Financial Planning
Virginia
$1.38M +$7.3K +99 +0.5%
GFWA
764
Grey Fox Wealth Advisors
Delaware
$1.37M -$120K -1,628 -8%
CIA
765
Compass Ion Advisors
Pennsylvania
$1.37M +$11.2K +152 +0.8%
VWA
766
VERITY Wealth Advisors
United States
$1.36M -$324K -4,406 -19%
HIGP
767
Hill Investment Group Partners
Missouri
$1.36M -$181K -2,456 -12%
IWN
768
Independent Wealth Network
Iowa
$1.36M +$42.3K +575 +3%
CWM
769
Cahaba Wealth Management
Georgia
$1.36M +$100K +1,362 +8%
HFS
770
Heritage Financial Services
Massachusetts
$1.35M +$1.35M +18,346 New
MMPW
771
Mitchell McLeod Pugh & Williams
Alabama
$1.34M -$474K -6,444 -26%
DWM
772
Dakota Wealth Management
Florida
$1.34M +$218K +2,970 +20%
FUBT
773
First United Bank & Trust
Maryland
$1.32M -$157K -2,141 -11%
AFTS
774
American Financial & Tax Strategies
New York
$1.32M +$1.32M +17,955 New
RTL
775
Red Tortoise LLC
Georgia
$1.32M +$6.47K +88 +0.5%
29 30
31
32 33