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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 %
AFG
801
Altiora Financial Group
Ohio
$1.15M +$1.15M +15,680 New
AG
802
Ascent Group
Virginia
$1.15M -$885K -12,221 -43%
BWG
803
Balanced Wealth Group
Ohio
$1.15M +$1.15M +15,597 New
BWM
804
BCGM Wealth Management
Indiana
$1.15M +$22.1K +300 +2%
AIC
805
Archer Investment Corporation
Indiana
$1.14M +$24.5K +333 +2%
RCP
806
Rothschild Capital Partners
New York
$1.14M +$1.14M +15,534 New
LPP
807
Life Planning Partners
Florida
$1.14M +$1.14M +15,510 New
LA
808
Lifeworks Advisors
Michigan
$1.14M +$321K +4,359 +39%
KWA
809
Kingswood Wealth Advisors
California
$1.14M +$1.14M +15,447 New
SFP
810
Strategic Financial Planning
Texas
$1.13M -$323K -4,397 -22%
FA
811
FSA Advisors
Michigan
$1.13M +$1.13M +15,323 New
RFP
812
Root Financial Partners
California
$1.13M +$38.4K +522 +4%
ACM
813
Alpha Capital Management
Texas
$1.13M +$93K +1,265 +9%
CAL
814
Capital Analysts LLC
Pennsylvania
$1.11M +$111K +1,508 +11%
CWM
815
Collaborative Wealth Management
Florida
$1.11M -$2.57K -35 -0.2%
THL
816
Tillman Hartley LLC
Colorado
$1.1M +$110K +1,493 +11%
SAM
817
Smartleaf Asset Management
Massachusetts
$1.1M +$1.1M +14,931 New
SFS
818
Sharp Financial Services
Pennsylvania
$1.1M +$1.1M +14,936 New
NPFS
819
Novak & Powell Financial Services
Florida
$1.09M +$1.09M +14,817 New
HPC
820
HM Payson & Co
Maine
$1.07M +$41.9K +570 +4%
FCH
821
Freestone Capital Holdings
Washington
$1.07M +$91.1K +1,239 +9%
WWA
822
WCG Wealth Advisors
Nevada
$1.07M +$155K +2,109 +17%
CIA
823
Concurrent Investment Advisors
Florida
$1.07M +$1.07M +14,496 New
BSWA
824
Bromfield Sneider Wealth Advisors
Massachusetts
$1.06M +$6.03K +82 +0.6%
GL
825
Graypoint LLC
New York
$1.06M -$83.3K -1,133 -7%
31 32
33
34 35