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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 %
EWA
901
EverSource Wealth Advisors
Alabama
$722K +$202K +2,747 +39%
TMWM
902
Taylor & Morgan Wealth Management
Michigan
$719K +$5.96K +81 +0.8%
BWP
903
Balboa Wealth Partners
Arizona
$718K -$53.9K -733 -7%
HBW
904
Hazlett, Burt & Watson
West Virginia
$716K +$9.92K +135 +1%
LWL
905
Leo Wealth LLC
Texas
$712K +$712K +9,763 New
SGWM
906
Sterling Group Wealth Management
California
$707K +$4.85K +66 +0.7%
KFP
907
Keener Financial Planning
Texas
$707K +$707K +9,618 New
SIMC
908
Squire Investment Management Company
Utah
$704K +$704K +9,566 New
MCM
909
MidAtlantic Capital Management
Virginia
$702K +$702K +9,550 New
HWA
910
HCR Wealth Advisors
California
$702K +$702K +9,541 New
SCG
911
Sonata Capital Group
Washington
$694K – – –
CT
912
Colonial Trust
South Carolina
$684K -$47.8K -650 -7%
CKAIS
913
Christensen King & Associates Investment Services
Washington
$681K +$681K +9,254 New
SB
914
Strategic Blueprint
Georgia
$678K -$483K -6,564 -42%
CCB
915
Country Club Bank
Missouri
$672K +$85.5K +1,160 +15%
DWT
916
Dorsey & Whitney Trust
South Dakota
$665K +$33.6K +457 +5%
PA
917
Pineridge Advisors
Missouri
$661K +$661K +8,990 New
RIA
918
Realta Investment Advisors
Delaware
$660K -$95.8K -1,302 -13%
BTI
919
Blue Trust Inc
Georgia
$659K +$240K +3,436 +57%
BBWP
920
Beacon Bridge Wealth Partners
Pennsylvania
$659K -$363K -4,941 -36%
MWM
921
Moulton Wealth Management
Washington
$657K -$2.92K -40 -0.4%
IFS
922
Intelligent Financial Strategies
Minnesota
$653K +$3.53K +48 +0.5%
RMDI
923
R.M. Davis Inc
Maine
$652K +$21.3K +290 +3%
CAAM
924
Cornerstone Advisors Asset Management
Pennsylvania
$649K – – –
BJL
925
Brighton Jones LLC
Washington
$643K +$219K +2,978 +52%
35 36
37
38 39