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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 %
EWM
1426
Evermay Wealth Management
Virginia
$1.84K +$1.84K +25 New
GWMIA
1427
Global Wealth Management Investment Advisory
Florida
$1.77K – – –
BFA
1428
BBJS Financial Advisors
Washington
$1.68K – – –
OLVIG
1429
Oliver Lagore Vanvalin Investment Group
Michigan
$1.4K -$515 -7 -27%
GTAM
1430
Global Trust Asset Management
Florida
$1.25K – – –
ICM
1431
Islay Capital Management
Texas
$1.25K +$1.25K +17 New
RCM
1432
Raleigh Capital Management
North Carolina
$1.2K – – –
EA
1433
Evolution Advisers
Virginia
$1K +$1K +20 New
HF
1434
Halpern Financial
Virginia
$953 +$953 +13 New
SSB
1435
Sandy Spring Bank
Maryland
$883 – – –
VAG
1436
VisionPoint Advisory Group
Texas
$662 -$404K -5,497 -100%
MIM
1437
Macroview Investment Management
Maryland
$589 – – –
LFA
1438
Level Financial Advisors
New York
$515 – – –
PMFA
1439
Plante Moran Financial Advisors
Michigan
$319 – – –
AWM
1440
Able Wealth Management
New Jersey
$174 +$174 +2 New
IHWM
1441
Iron Horse Wealth Management
Iowa
$149 – – –
SN
1442
Sittner & Nelson
Oregon
$147 +$147 +2 New
FFA
1443
Frazier Financial Advisors
Ohio
$95 +$95 +1 New
HI
1444
Hoey Investments
Pennsylvania
$75 +$75 +1 New
DWA
1445
Delos Wealth Advisors
Texas
$74 – – –
CMA
1446
Cedar Mountain Advisors
Oregon
$2 -$2 – –
RA
1447
Rational Advisors
New York
– -$102M -1,468,730 Closed
MLICM
1448
Metropolitan Life Insurance Company (MetLife)
New York
– -$72.5M -1,039,542 Closed
TA
1449
Trellis Advisors
Washington
– -$17.3M -247,802 Closed
PPC
1450
Park Place Capital
Alabama
– -$17.2M -246,292 Closed
56 57
58
59 60