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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 %
GIA
1076
GHP Investment Advisors
Colorado
$391K +$337K +4,577 +624%
SAM
1077
S.A. Mason
Michigan
$387K +$4.41K +60 +1%
DSC
1078
Duncker Streett & Co
Missouri
$386K +$74 +1 +0%
CCM
1079
Chilton Capital Management
Texas
$385K -$117K -1,584 -23%
WE
1080
Wealth Effects
Massachusetts
$385K +$50.9K +692 +15%
KOCAA
1081
Knights of Columbus Asset Advisors
Connecticut
$382K -$37.9K -515 -9%
BDFN
1082
Bond & Devick Financial Network
Minnesota
$382K -$202K -2,747 -35%
MIC
1083
Means Investment Company
Maine
$381K -$46.9K -637 -11%
SDH
1084
Sloy Dahl & Holst
Washington
$381K -$294 -4 -0.1%
SIA
1085
Schechter Investment Advisors
Michigan
$380K -$49.9K -679 -12%
CB
1086
Community Bank
New York
$379K +$5.07K +69 +1%
MW
1087
Marcum Wealth
Ohio
$378K -$188K -2,561 -33%
CIA
1088
Choate Investment Advisors
Massachusetts
$377K +$8.9K +121 +2%
VFG
1089
Valley Financial Group
Pennsylvania
$376K +$376K +5,118 New
RA
1090
Riversedge Advisors
Delaware
$374K -$15.5M -210,661 -98%
SGI
1091
Summit Global Investments
Utah
$372K +$372K +5,057 New
SWM
1092
SeaCrest Wealth Management
New York
$372K +$9.89K +136 +3%
HWA
1093
Hillcrest Wealth Advisors
New Jersey
$371K – – –
JGIA
1094
Jackson Grant Investment Advisers
Connecticut
$371K +$4.19K +57 +1%
CAM
1095
Clark Asset Management
New Hampshire
$371K -$1.48M -20,146 -80%
AWM
1096
AllSquare Wealth Management
New York
$369K – – –
RIA
1097
Regal Investment Advisors
Michigan
$369K -$5.81K -79 -2%
SPL
1098
Smart Portfolios LLC
Washington
$368K – – –
UWS
1099
Unique Wealth Strategies
Illinois
$367K +$367K +4,996 New
MPW
1100
Melone Private Wealth
Michigan
$366K -$517K -7,023 -59%
42 43
44
45 46