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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 %
SWIG
1151
Strategic Wealth Investment Group
Kentucky
$306K +$4.86K +66 +2%
IA
1152
Insight Advisors
Pennsylvania
$306K -$13K -177 -4%
OC
1153
Oarsman Capital
Wisconsin
$305K +$305K +4,145 New
AWG
1154
Altus Wealth Group
Colorado
$303K +$16.2K +220 +6%
TWP
1155
Tyche Wealth Partners
Texas
$303K +$303K +4,120 New
BONH
1156
Bank of New Hampshire
New Hampshire
$302K -$5.15K -70 -2%
VHAM
1157
Van Hulzen Asset Management
California
$302K +$51.5K +700 +21%
SFP
1158
Sandbox Financial Partners
Maryland
$300K -$119K -1,621 -28%
PIM
1159
Penobscot Investment Management
Massachusetts
$300K +$25.5K +347 +9%
NF
1160
Nikulski Financial
Iowa
$298K +$298K +4,046 New
LCWP
1161
Legacy Capital Wealth Partners
Arkansas
$295K -$185K -2,518 -39%
PWM
1162
Paulson Wealth Management
Illinois
$293K +$10.4K +141 +4%
SAI
1163
Savvy Advisors Inc
New York
$293K +$293K +3,984 New
LMKC
1164
L.M. Kohn & Company
Ohio
$293K -$9.41K -128 -3%
BB
1165
Berkshire Bank
Massachusetts
$292K +$292K +3,964 New
S
1166
Sachetta
Massachusetts
$287K +$287K +3,906 New
CFA
1167
CWS Financial Advisors
Michigan
$287K +$18.6K +253 +7%
CNWM
1168
Clay Northam Wealth Management
California
$287K -$33.8K -460 -11%
CPG
1169
Cornerstone Planning Group
New Jersey
$285K -$137K -1,858 -32%
OWP
1170
Obermeyer Wealth Partners
Colorado
$283K -$34.1K -464 -11%
EIP
1171
Ellis Investment Partners
Pennsylvania
$283K -$19.5K -265 -6%
ESB
1172
Essex Savings Bank
Connecticut
$282K – – –
WWP
1173
Walden Wealth Partners
Ohio
$280K +$280K +3,808 New
MAWCM
1174
Mine & Arao Wealth Creation & Management
California
$277K – – –
Bessemer Group
1175
Bessemer Group
New Jersey
$275K -$388K -5,263 -59%
45 46
47
48 49