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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 %
HGERS
926
Householder Group Estate & Retirement Specialist
Arizona
$638K -$984K -13,386 -61%
HH
927
Hilltop Holdings
Texas
$638K +$104K +1,412 +19%
Tudor Investment Corp
928
Tudor Investment Corp
Connecticut
$636K +$636K +8,651 New
AWE
929
Avidian Wealth Enterprises
Texas
$635K -$1.23M -16,759 -66%
HI
930
Harper Investing
California
$634K +$5.96K +81 +0.9%
WEG
931
World Equity Group
Illinois
$629K +$347K +4,717 +123%
RFP
932
RCS Financial Planning
Maryland
$628K -$423K -5,751 -40%
KFI
933
Key Financial Inc
Pennsylvania
$627K -$11.2K -152 -2%
PP
934
PrairieView Partners
Minnesota
$626K -$24.9K -338 -4%
WB
935
Webster Bank
Connecticut
$626K +$271K +3,683 +76%
LFG
936
Lockerman Financial Group
California
$626K +$54.4K +740 +10%
RB
937
Rodgers Brothers
Pennsylvania
$625K – – –
CIA
938
Cape Investment Advisory
Georgia
$623K +$107K +1,457 +21%
MPW
939
Monterey Private Wealth
California
$619K +$91.1K +1,238 +17%
ATPW
940
Ashton Thomas Private Wealth
Arizona
$618K +$131K +1,786 +27%
KDA
941
Kraft Davis & Associates
Missouri
$616K +$217K +2,984 +54%
RIL
942
Rothschild Investment LLC
Illinois
$615K +$615K +8,358 New
CAG
943
Crestwood Advisors Group
Massachusetts
$613K +$613K +8,341 New
VCP
944
Verus Capital Partners
Arizona
$613K +$15.7K +214 +3%
AWM
945
Aries Wealth Management
Maine
$612K – – –
AFS
946
Access Financial Services
Minnesota
$610K -$3.68K -50 -0.6%
CSWM
947
Cassady Schiller Wealth Management
Ohio
$606K – – –
KWMG
948
King Wealth Management Group
Florida
$602K -$64.9K -883 -10%
WMWM
949
Whitaker-Myers Wealth Managers
Ohio
$602K -$184K -2,498 -23%
SNBOSCI
950
Security National Bank of Sioux City Iowa
Iowa
$601K -$4.78K -65 -0.8%
36 37
38
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