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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 %
AA
1051
Addison Advisors
Vermont
$426K +$402K +5,461 +1,665%
CIG
1052
Cascade Investment Group
Colorado
$425K +$29.5K +401 +7%
ATC
1053
Adirondack Trust Company
New York
$425K – – –
BFC
1054
Blue Fin Capital
Rhode Island
$424K +$424K +5,759 New
C
1055
Covestor
United Kingdom
$423K +$19.7K +268 +5%
FAG
1056
Fortitude Advisory Group
Washington
$423K -$39.3K -535 -9%
MLA
1057
My Legacy Advisors
Oregon
$422K -$95.4K -1,301 -18%
AIA
1058
Ally Invest Advisors
North Carolina
$422K +$422K +5,739 New
SDWIA
1059
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$422K – – –
TI
1060
Truepoint Inc
Ohio
$420K +$33.6K +457 +9%
WJWM
1061
Williams Jones Wealth Management
New York
$417K +$86.4K +1,175 +26%
H
1062
HoyleCohen
California
$415K +$29.1K +396 +8%
FW
1063
Fairway Wealth
Ohio
$415K +$415K +5,642 New
GWSG
1064
GPS Wealth Strategies Group
Colorado
$414K +$414K +5,634 New
SMC
1065
Smith, Moore & Co
Missouri
$411K +$11.1K +151 +3%
SFP
1066
Sweet Financial Partners
Minnesota
$410K -$33.6K -457 -8%
SSWM
1067
Sheets Smith Wealth Management
North Carolina
$406K -$7.36K -100 -2%
FFM
1068
Forum Financial Management
Illinois
$405K -$69K -938 -15%
GCA
1069
Genesee Capital Advisors
New York
$396K +$37.4K +508 +10%
BAM
1070
Brave Asset Management
New Jersey
$396K -$662 -9 -0.2%
OWM
1071
Opes Wealth Management
California
$396K -$443K -6,028 -53%
MW
1072
Maia Wealth
Colorado
$396K +$396K +5,378 New
FOA
1073
Five Oceans Advisors
California
$394K +$588 +8 +0.1%
DCM
1074
Dimension Capital Management
Florida
$393K +$1.47K +20 +0.4%
OAJ
1075
Ogorek Anthony Joseph
New York
$393K – – –
41 42
43
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