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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 %
CWA
1176
Clearview Wealth Advisors
Oregon
$275K +$2.94K +40 +1%
CIAS
1177
Capital Investment Advisory Services
North Carolina
$275K +$8.75K +119 +3%
BC
1178
Brio Consultants
California
$274K +$515 +7 +0.2%
PVI
1179
Pine Valley Investments
New Jersey
$274K +$274K +3,723 New
LFA
1180
Laraway Financial Advisors
Minnesota
$273K -$15.6K -212 -5%
EWS
1181
Eagle Wealth Strategies
New Jersey
$273K +$273K +3,706 New
SIAP
1182
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$270K -$27.6K -375 -9%
RPG
1183
Resource Planning Group
Georgia
$269K – – –
EFG
1184
Ethos Financial Group
Pennsylvania
$267K -$142K -1,923 -35%
WIC
1185
Woodmont Investment Counsel
Tennessee
$266K -$93K -1,264 -26%
SWA
1186
SOA Wealth Advisors
New York
$266K -$220K -2,989 -45%
CAM
1187
Cozad Asset Management
Illinois
$265K -$5.15K -70 -2%
TRCT
1188
Tower Research Capital (TRC)
New York
$264K -$662 -9 -0.3%
OAP
1189
One Advisory Partners
Kansas
$264K -$53K -721 -17%
PGWM
1190
Pitti Group Wealth Management
New York
$263K -$12.2K -166 -4%
SCA
1191
Stonebridge Capital Advisors
Minnesota
$263K – – –
MWA
1192
Mills Wealth Advisors
Texas
$261K -$857K -11,652 -77%
SCM
1193
Sollinda Capital Management
Florida
$259K +$259K +3,525 New
GAA
1194
Guardian Asset Advisors
Pennsylvania
$259K +$259K +3,515 New
AWA
1195
Authentikos Wealth Advisory
California
$258K -$73.6K -1,001 -22%
CFP
1196
Cypress Financial Planning
New Jersey
$256K -$6.79K -93 -3%
BHWM
1197
Beaird Harris Wealth Management
Texas
$255K -$1.03K -14 -0.4%
LWM
1198
LJI Wealth Management
Indiana
$255K +$255K +3,469 New
CW
1199
Channel Wealth
California
$255K -$8.9K -121 -3%
TW
1200
Traveka Wealth
California
$254K +$254K +3,452 New
46 47
48
49 50