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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 %
PCIA
76
Prime Capital Investment Advisors
Kansas
$75.3M +$16M +218,140 +27%
BPA
77
Beacon Pointe Advisors
California
$73.7M -$12.4M -167,968 -14%
LFS
78
Lutz Financial Services
Nebraska
$73.2M -$2.65M -35,998 -3%
SWP
79
Stratos Wealth Partners
Ohio
$72.2M +$15.6M +212,143 +28%
BAAM
80
Baker Avenue Asset Management
California
$72.1M +$71M +965,920 +6,439%
HB
81
Horizon Bancorp
Indiana
$70.2M +$9.91M +134,715 +16%
Comerica Bank
82
Comerica Bank
Texas
$70.1M +$7.9M +107,381 +13%
MPW
83
MA Private Wealth
California
$69.3M -$4.58M -62,204 -6%
Citigroup
84
Citigroup
New York
$68.7M -$17.9M -242,762 -21%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$67.3M +$26.3M +357,523 +64%
AWA
86
Alaska Wealth Advisors
Alaska
$66.6M -$3.09M -41,976 -4%
AC
87
Apella Capital
Connecticut
$66.6M +$4.81M +65,955 +8%
AllianceBernstein
88
AllianceBernstein
Tennessee
$66.1M +$2.68M +36,463 +4%
FAN
89
Financial Advisors Network
California
$66.1M -$1.41M -19,183 -2%
Financial Engines Advisors
90
Financial Engines Advisors
California
$63.4M +$2.75M +37,394 +5%
GWWM
91
Great Waters Wealth Management
Minnesota
$61.1M -$4.65M -63,400 -7%
FCBT
92
First Citizens Bank & Trust
North Carolina
$60.6M +$59.4M +807,540 +4,905%
VAS
93
Vestmark Advisory Solutions
Massachusetts
$60.6M +$18.6M +252,573 +44%
RPGK
94
Retirement Planning Group (Kansas)
Kansas
$58.5M +$3.98M +54,116 +7%
GC
95
Gilbert & Cook
Iowa
$57.5M +$6.19M +84,134 +12%
AAG
96
Armstrong Advisory Group
Massachusetts
$55.3M +$26.9M +365,827 +95%
RIM
97
Rockbridge Investment Management
New York
$55.1M +$32.9K +447 +0.1%
AGA
98
Arkos Global Advisors
Texas
$54.6M -$1.76M -23,981 -3%
NAS
99
Nicolet Advisory Services
Wisconsin
$54M -$3.51M -48,278 -6%
AA
100
Apriem Advisors
California
$52.6M +$1.58M +21,479 +3%
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4
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