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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 %
TTWM
1001
TCV Trust & Wealth Management
Virginia
$515K +$292K +3,964 +131%
MWM
1002
MorganRosel Wealth Management
Colorado
$508K -$84.4K -1,147 -14%
WF
1003
Welch & Forbes
Massachusetts
$508K -$46.3K -630 -8%
Vontobel Holding
1004
Vontobel Holding
Switzerland
$507K – – –
EBT
1005
Enterprise Bank & Trust
Massachusetts
$506K +$506K +6,873 New
CCA
1006
Clarity Capital Advisors
Florida
$503K +$503K +6,841 New
BBW
1007
Blue Barn Wealth
Utah
$502K +$124K +1,691 +33%
NC
1008
Napatree Capital
Rhode Island
$502K +$502K +6,819 New
MFG
1009
MidWestOne Financial Group
Iowa
$500K +$500K +6,801 New
CWC
1010
Carolinas Wealth Consulting
North Carolina
$500K +$4.19K +57 +0.8%
APG
1011
Abacus Planning Group
South Carolina
$497K -$162K -2,203 -25%
LA
1012
Legacy Advisors
Pennsylvania
$496K – – –
PCA
1013
Pallas Capital Advisors
Massachusetts
$496K -$414K -5,633 -46%
NAMNJ
1014
NorthStar Asset Management (New Jersey)
New Jersey
$490K +$490K +6,666 New
NCM
1015
Northwest Capital Management
Oregon
$489K -$2.94K -40 -0.6%
FEM
1016
Fulcrum Equity Management
Texas
$489K +$26.6K +362 +6%
PA
1017
Procyon Advisors
Connecticut
$489K -$52.9K -719 -10%
Lazard Asset Management
1018
Lazard Asset Management
New York
$487K -$461K – –
NPP
1019
New Potomac Partners
Maryland
$485K +$485K +6,590 New
GFP
1020
Gryphon Financial Partners
Ohio
$484K +$484K +6,578 New
IP
1021
Ignite Planners
California
$484K -$4.18K -57 -0.9%
OHWP
1022
Oak Harbor Wealth Partners
North Carolina
$481K +$224K +3,046 +87%
HIA
1023
HTG Investment Advisors
Connecticut
$478K +$478K +6,501 New
SAM
1024
SignalPoint Asset Management
Missouri
$476K +$4.92K +67 +1%
NFA
1025
Northwest Financial Advisors
Virginia
$473K +$473K +6,435 New
39 40
41
42 43