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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 %
SIA
1101
Stegner Investment Associates
Kentucky
$365K -$2.5K -34 -0.7%
CHJWM
1102
Carlton Hofferkamp & Jenks Wealth Management
Texas
$365K -$7.25K -100 -2%
CPIA
1103
Cornell Pochily Investment Advisors
New York
$364K +$364K +4,953 New
EGWAG
1104
Elwood & Goetz Wealth Advisory Group
Georgia
$364K -$1.02M -13,801 -74%
SFG
1105
SevenBridge Financial Group
Pennsylvania
$363K +$363K +4,934 New
LODC
1106
Lanham O'Dell & Company
West Virginia
$362K +$362K +4,920 New
AP
1107
Aspect Partners
Virginia
$361K +$361K +4,904 New
ZIM
1108
Zacks Investment Management
Illinois
$358K +$358K +4,867 New
WAM
1109
WNY Asset Management
New York
$358K -$21K -285 -6%
LL
1110
LPWM LLC
Minnesota
$357K +$357K +4,907 New
NBT
1111
Northwest Bank & Trust
Iowa
$356K +$356K +4,839 New
PJSIMP
1112
P.J. Schmidt Investment Management (PJS)
Wisconsin
$356K +$356K +4,894 New
RMA
1113
Roffman Miller Associates
Pennsylvania
$355K -$71.8K -976 -17%
CSPAM
1114
Cary Street Partners Asset Management
Virginia
$355K +$57.8K +786 +19%
CPP
1115
Capasso Planning Partners
South Carolina
$348K – – –
KPWG
1116
KFA Private Wealth Group
Virginia
$347K +$6.55K +89 +2%
VCM
1117
Vision Capital Management
Oregon
$345K +$345K +4,687 New
CPRC
1118
Consolidated Portfolio Review Corp
New York
$344K +$40.6K +552 +13%
CCP
1119
Clarity Capital Partners
California
$344K +$344K +4,678 New
OCG
1120
Opus Capital Group
Ohio
$344K -$86.6K -1,178 -20%
SW
1121
Simplicity Wealth
New Jersey
$344K -$30.3K -412 -8%
WC
1122
Waterloo Capital
Texas
$343K +$343K +4,663 New
HL
1123
HeadInvest LLC
Maine
$343K – – –
ANBT
1124
American National Bank & Trust
Texas
$341K +$255K +3,464 +294%
NP
1125
NorthRock Partners
Minnesota
$339K +$116K +1,571 +52%
43 44
45
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