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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 %
S
101
SignatureFD
Georgia
$52.6M -$5.53M -75,177 -10%
UOC
102
University of Chicago
Illinois
$52M – – –
AWS
103
Atria Wealth Solutions
New York
$50.5M -$2.37M -32,259 -4%
RFA
104
RTD Financial Advisors
Pennsylvania
$50.2M -$365K -4,967 -0.7%
MNG
105
Manning & Napier Group
New York
$50.1M -$47.7M – –
RRWA
106
Rainey & Randall Wealth Advisors
Florida
$50.1M +$958K +13,024 +2%
PIFP
107
Partners in Financial Planning
Virginia
$48.4M +$2.24M +30,413 +5%
LMIM
108
Lockheed Martin Investment Management
Maryland
$47.8M – – –
TCM
109
Twele Capital Management
Minnesota
$47.3M +$1.33M +18,121 +3%
SW
110
SoFi Wealth
California
$46.7M +$3.07M +41,707 +7%
CA
111
Cetera Advisors
Colorado
$46.1M -$2M -27,245 -4%
WFA
112
West Financial Advisors
Iowa
$45.6M +$3.54M +48,146 +8%
STA
113
Summit Trail Advisors
New York
$45.6M +$45.6M +620,157 New
JF
114
Joule Financial
Kentucky
$44.6M -$805K -10,947 -2%
LSAG
115
Lake Street Advisors Group
New Hampshire
$44.2M +$1.37M +18,690 +3%
TC
116
Trust Company
Kansas
$44.1M +$44.1M +599,978 +399,985%
NOI
117
Newton One Investments
Delaware
$43.5M +$19.9M +271,167 +85%
CA
118
Cambridge Advisors
Nebraska
$43.3M -$2.8M -38,092 -6%
EI
119
Ellevest Inc
New York
$42.8M +$919K +12,497 +2%
FA
120
Fiducient Advisors
Illinois
$42.7M +$2.48M +33,692 +6%
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$42.7M -$16.6M -225,230 -28%
BSWM
122
Boston Standard Wealth Management
Massachusetts
$42.1M – – –
EH
123
Equitable Holdings
New York
$41.7M +$622K +8,452 +2%
VWM
124
Vigilare Wealth Management
Arizona
$41.5M +$41.5M +564,393 New
BMCM
125
Bryn Mawr Capital Management
Pennsylvania
$41.1M -$5.9M -80,236 -13%
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5
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