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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 %
PFA
876
Petra Financial Advisors
Colorado
$786K -$30.9K -420 -4%
MCA
877
MSH Capital Advisors
Arizona
$784K +$153K +2,074 +24%
JF
878
Jump Financial
Illinois
$783K +$783K +10,646 New
SFG
879
Sage Financial Group
Pennsylvania
$782K +$219K +2,981 +39%
RWM
880
RBA Wealth Management
California
$777K +$809 +11 +0.1%
GFS
881
GYL Financial Synergies
Connecticut
$776K +$37.7K +513 +5%
SWA
882
SFMG Wealth Advisors
Texas
$776K -$30.7K -418 -4%
BG
883
Benedetti & Gucer
Georgia
$775K -$2.1M -28,581 -73%
CPA
884
Capital Planning Advisors
California
$772K +$772K +10,498 New
AIS
885
American Investment Services
Massachusetts
$766K +$95K +1,292 +14%
PFG
886
Pinnacle Financial Group
Illinois
$764K +$363K +4,939 +91%
PFG
887
Pacific Financial Group
Washington
$759K -$91.1K -1,239 -11%
CIA
888
Capital Investment Advisors
Georgia
$753K -$192K -2,615 -20%
GBWM
889
Granite Bay Wealth Management
New Hampshire
$747K – – –
SWM
890
SilverOak Wealth Management
Minnesota
$743K +$743K +10,102 New
CSIA
891
Conrad Siegel Investment Advisors
Pennsylvania
$739K +$433K +5,882 +141%
WPW
892
Watershed Private Wealth
Illinois
$739K -$144K -1,954 -16%
BSA
893
Bull Street Advisors
Georgia
$739K +$14K +191 +2%
SCA
894
Snowden Capital Advisors
New York
$739K -$87.2K -1,186 -11%
NFG
895
Northeast Financial Group
Pennsylvania
$738K -$862K -11,724 -54%
SAM
896
Strategy Asset Managers
California
$736K +$736K +10,011 New
PWSG
897
Pacific Wealth Strategies Group
California
$734K +$17.1K +233 +2%
KMWM
898
Keudell/Morrison Wealth Management
Oregon
$726K -$40.6M -552,336 -98%
FMWA
899
Forvis Mazars Wealth Advisors
Missouri
$723K +$459K +6,244 +174%
OFG
900
Orcam Financial Group
California
$722K +$221 +3 +0%
34 35
36
37 38