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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 %
KNFPWM
976
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$560K +$560K +7,618 New
GLA
977
Good Life Advisors
Pennsylvania
$558K -$5.89M -80,092 -91%
ML
978
McAdam LLC
Pennsylvania
$556K +$18K +245 +3%
RCM
979
Rain Capital Management
Oregon
$554K -$858K -11,664 -61%
TFM
980
Trademark Financial Management
Minnesota
$552K +$552K +7,505 New
Bank Julius Baer & Co
981
Bank Julius Baer & Co
Switzerland
$552K -$6.77K -92 -1%
TPWA
982
Twin Peaks Wealth Advisors
California
$551K +$551K +7,498 New
Walleye Trading
983
Walleye Trading
New York
$546K +$546K +7,421 New
UWM
984
USAdvisors Wealth Management
Minnesota
$540K +$6.46K +88 +1%
OWM
985
OneAscent Wealth Management
Alabama
$540K +$293K +3,986 +119%
PO
986
Private Ocean
California
$540K -$28.5K -388 -5%
VP
987
Verum Partners
North Carolina
$539K +$37.8K +514 +8%
SVWAG
988
Sound View Wealth Advisors Group
Georgia
$537K +$21.2K +288 +4%
WP
989
WMS Partners
Maryland
$536K +$736 +10 +0.1%
SFS
990
Summit Financial Strategies
Ohio
$532K -$105K -1,432 -17%
FIM
991
Freedom Investment Management
Connecticut
$531K -$29.6K -402 -5%
OFS
992
Oldfather Financial Services
Nebraska
$531K +$88.3K +1,201 +20%
CI
993
Cordant Inc
Oregon
$529K +$314K +4,264 +146%
BC
994
Barrett & Company
Rhode Island
$528K +$41.7K +567 +9%
PMG
995
ProVise Management Group
Florida
$528K -$154K -2,088 -23%
MSF
996
Mustard Seed Financial
Arkansas
$525K +$525K +7,134 New
FA
997
Financial Avengers
California
$518K +$50.4K +685 +11%
TPWM
998
Twelve Points Wealth Management
Massachusetts
$518K -$1.16M -15,739 -69%
AT
999
Arlington Trust
Alabama
$518K +$518K +7,040 New
LWM
1000
Liberty Wealth Management
California
$516K +$469K +85,232 +1,007%
38 39
40
41 42