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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 %
RWPA
1351
Richard W. Paul & Associates
Michigan
$47.3K +$221 +3 +0.5%
KHC
1352
Koesten Hirschmann & Crabtree
Kansas
$47.2K +$47.2K +642 New
SIS
1353
Strategic Investment Solutions
Illinois
$47K -$6.09M -82,865 -99%
CFFP
1354
Center for Financial Planning
Michigan
$46.4K -$81.6K -1,110 -64%
PWA
1355
Provenance Wealth Advisors
Florida
$46.3K -$296K -4,021 -86%
PFSC
1356
Peoples Financial Services Corp
Pennsylvania
$45.5K – – –
OA
1357
Operose Advisors
Wisconsin
$43.3K – – –
HWA
1358
Heritage Wealth Advisors
Virginia
$42.4K +$42.4K +576 New
OP
1359
ORG Partners
Indiana
$41.6K +$41.6K +565 New
CHA
1360
Carmichael Hill & Associates
Maryland
$40.8K – – –
HC
1361
Hoese & Co
Minnesota
$38.6K – – –
USB
1362
Union Savings Bank
Connecticut
$37.5K – – –
GGI
1363
Godsey & Gibb Inc
Virginia
$37.2K -$21.3K -290 -36%
T2I
1364
Turim 21 Investimentos
Brazil
$35.6K +$35.6K +484 New
FMTCOCP
1365
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K – – –
VWM
1366
Venturi Wealth Management
Texas
$33.7K +$147 +2 +0.4%
LF
1367
Lee Financial
Texas
$31.4K +$31.4K +427 New
FFA
1368
Founders Financial Alliance
North Carolina
$30.9K – – –
TCA
1369
Trifecta Capital Advisors
Illinois
$28K – – –
WTC
1370
WhitTier Trust Company
Nevada
$27.3K +$12.9K +176 +90%
BSB
1371
Bangor Savings Bank
Maine
$26.8K – – –
PWM
1372
Provident Wealth Management
Tennessee
$24.6K – – –
DWMG
1373
DB Wealth Management Group
California
$23.2K +$11.6K +158 +101%
PA
1374
PSI Advisors
Florida
$23K – – –
FCAS
1375
First Command Advisory Services
Texas
$22.3K +$16.8K +228 +304%
53 54
55
56 57