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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 %
WIM
1201
Warwick Investment Management
Texas
$253K +$253K +3,445 New
AA
1202
Advisory Alpha
Michigan
$253K -$59.8K -813 -19%
OWA
1203
Opal Wealth Advisors
New York
$253K +$253K +3,438 New
WA
1204
Wealth Alliance
New York
$251K +$251K +3,416 New
SL
1205
SWMG LLC
Texas
$250K -$6.69K -91 -3%
MC
1206
Middleton & Co
Massachusetts
$249K – – –
EFS
1207
Essex Financial Services
Connecticut
$248K +$36K +489 +17%
RSC
1208
Red Spruce Capital
Pennsylvania
$247K -$41.6K -566 -14%
CD
1209
Chapin Davis
Maryland
$246K +$368 +5 +0.1%
DWM
1210
Darwin Wealth Management
Florida
$243K +$22.5K +306 +10%
GIA
1211
Guyasuta Investment Advisors
Pennsylvania
$243K -$439K -5,966 -64%
PAM
1212
Palisade Asset Management
Minnesota
$242K -$29K -394 -11%
GWA
1213
Geometric Wealth Advisors
District of Columbia
$241K +$241K +3,280 New
EP
1214
Edgestream Partners
New Jersey
$241K +$241K +3,278 New
BCM
1215
Becker Capital Management
Oregon
$240K – – –
PF
1216
Parker Financial
Washington
$240K – – –
VCM
1217
Vivaldi Capital Management
Illinois
$240K +$25.2K +351 +12%
RI
1218
Rinkey Investments
California
$239K – – –
GHA
1219
GW Henssler & Associates
Georgia
$238K +$238K +3,239 New
1WA
1220
180 Wealth Advisors
Washington
$237K -$8.2K -112 -3%
PRWA
1221
Platte River Wealth Advisors
Colorado
$236K -$861K -11,712 -79%
FCAM
1222
First Citizens Asset Management
North Carolina
$235K – – –
C
1223
Certuity
Florida
$235K +$235K +3,198 New
AFAS
1224
Acorn Financial Advisory Services
Virginia
$235K -$4.41K -60 -2%
BFS
1225
Baskin Financial Services
Ontario, Canada
$234K – – –
47 48
49
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