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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 %
ACA
1126
Anchor Capital Advisors
Massachusetts
$338K – – –
CSIA
1127
Charles Schwab Investment Advisory
California
$338K +$56.3K +765 +20%
LA
1128
LexAurum Advisors
Kansas
$337K -$4.71K -64 -1%
MA
1129
MKT Advisors
California
$336K -$18.2K -250 -5%
LWM
1130
LongView Wealth Management
Georgia
$334K +$334K +4,568 New
EA
1131
Eclectic Associates
California
$326K -$336K -4,564 -51%
LFASL
1132
Lugano Financial Advisors SA (LFA)
Switzerland
$326K -$480K -6,530 -60%
BAM
1133
Belpointe Asset Management
Nevada
$326K -$1.53M -20,860 -82%
FCA
1134
Fortis Capital Advisors
Kansas
$326K -$1.53M -20,860 -82%
FPGT
1135
Financial Partners Group (Tennessee)
Tennessee
$323K +$4.93K +67 +2%
CA
1136
Cumberland Advisors
Florida
$318K +$57K +775 +22%
BA
1137
Bridge Advisory
California
$318K -$455K -6,191 -59%
FNT
1138
First National Trust
Pennsylvania
$318K -$43.2K -587 -12%
AFG
1139
Atomi Financial Group
New York
$317K +$317K +4,309 New
SWM
1140
SFG Wealth Management
Maryland
$316K +$316K +4,302 New
DWP
1141
Daymark Wealth Partners
Ohio
$314K -$210K -2,858 -40%
CPC
1142
Cookson Peirce & Co
Pennsylvania
$314K +$314K +4,271 New
CMAI
1143
Capital Management Associates Inc
Minnesota
$313K +$313K +4,253 New
MC
1144
Moors & Cabot
Massachusetts
$313K +$313K +4,251 New
KIG
1145
Kowal Investment Group
Wisconsin
$311K +$311K +4,223 New
PFBT
1146
Parkside Financial Bank & Trust
Missouri
$309K -$270K -3,673 -47%
GSEP
1147
Golden State Equity Partners
California
$309K -$23.7K -322 -7%
CCWM
1148
Cassaday & Co Wealth Management
Virginia
$309K +$309K +4,201 New
GFA
1149
Gallagher Fiduciary Advisors
Illinois
$308K +$77.6K +1,055 +34%
CM
1150
Cornerstone Management
Georgia
$308K -$124K -1,682 -29%
44 45
46
47 48