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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 %
CAC
951
Certified Advisory Corp
Florida
$598K -$102K -1,391 -15%
SCM
952
Shorepath Capital Management
Utah
$598K +$598K +8,135 New
ACM
953
Absolute Capital Management
Pennsylvania
$597K +$208K +2,824 +53%
SP
954
Successful Portfolios
Florida
$596K -$14.7K -200 -2%
WPWM
955
Windward Private Wealth Management
Kansas
$596K +$31.9K +434 +6%
WFA
956
Websterrogers Financial Advisors
South Carolina
$593K -$205K -2,787 -26%
HIP
957
HUB Investment Partners
Texas
$591K +$591K +8,039 New
AC
958
Addison Capital
Pennsylvania
$591K +$220K +2,991 +59%
TC
959
Trilogy Capital
California
$589K +$23.4K +318 +4%
Fiera Capital (Canada)
960
Fiera Capital (Canada)
Quebec, Canada
$585K +$85.9K +1,168 +17%
JIC
961
Joel Isaacson & Co
New York
$582K -$49.5K -673 -8%
SA
962
Strategic Advocates
Utah
$580K +$580K +7,889 New
RPA
963
Rock Point Advisors
Vermont
$580K -$33.1K -450 -5%
WA
964
Waverly Advisors
Alabama
$580K +$179K +2,438 +45%
AT
965
Arden Trust
Delaware
$574K -$135K -1,833 -19%
CW
966
CIC Wealth
Maryland
$573K +$6.47K +88 +1%
AC
967
AWM Capital
Arizona
$572K +$28K +381 +5%
CGFA
968
Colton Groome Financial Advisors
North Carolina
$570K +$570K +7,752 New
MA
969
Modus Advisors
Minnesota
$568K -$232K -3,161 -29%
RWMH
970
Riverpoint Wealth Management Holdings
Illinois
$568K +$6.62K +90 +1%
PWMG
971
Pioneer Wealth Management Group
Texas
$568K -$35.5K -483 -6%
AFO
972
Arrowroot Family Office
California
$566K -$77.6K -1,055 -12%
VFG
973
Victory Financial Group
Texas
$565K +$565K +7,686 New
MWM
974
Marion Wealth Management
Pennsylvania
$563K +$563K +7,654 New
IF
975
Intrua Financial
Texas
$563K +$563K +7,648 New
37 38
39
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