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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 %
FI
151
FIDELIS iM
Oregon
$30.1M -$817K -11,109 -3%
CA
152
CoreCap Advisors
Michigan
$30.1M +$256K +3,481 +0.9%
AWM
153
AE Wealth Management
Kansas
$30M +$4.22M +58,072 +16%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$29.8M -$6.02M -81,809 -17%
EC
155
Estate Counselors
Wisconsin
$29.7M +$24.7M +335,860 +492%
SCM
156
Stordahl Capital Management
Colorado
$29.6M -$1.62M -22,006 -5%
SMDAM
157
Sumitomo Mitsui DS Asset Management
Japan
$29.5M +$478K +6,499 +2%
SRC
158
Shufro Rose & Co
New York
$29.3M -$192K -2,748 -0.7%
GW
159
GW & Wade
Massachusetts
$29.1M +$835K +11,355 +3%
ERIC
160
Eagle Rock Investment Company
Georgia
$28.7M +$2.55M +34,713 +10%
MWM
161
Magnolia Wealth Management
Alabama
$27.8M +$16.7M +226,786 +149%
NC
162
NewSquare Capital
Pennsylvania
$27.8M +$1.51M +20,494 +6%
AFFA
163
ALM First Financial Advisors
Texas
$27.6M – – –
OIA
164
OneDigital Investment Advisors
Kansas
$27.4M +$10.1M +137,538 +59%
SFG
165
SNS Financial Group
Minnesota
$27.3M -$1.61M -21,822 -6%
ACS
166
Archford Capital Strategies
Illinois
$27.3M -$952K -12,947 -3%
CA
167
Crewe Advisors
Utah
$26.6M +$2.35M +31,911 +10%
AIP
168
Ameritas Investment Partners
Nebraska
$26.6M -$1.77M -24,000 -6%
SWA
169
Strategies Wealth Advisors
Michigan
$26.6M +$2.35M +32,008 +10%
GP
170
Gridiron Partners
Pennsylvania
$26.1M +$26.1M +355,188 New
TCM
171
TD Capital Management
Tennessee
$25.9M +$476K +6,476 +2%
ICG
172
InterOcean Capital Group
Tennessee
$25.7M -$538K -7,318 -2%
GCM
173
G2 Capital Management
Ohio
$25.3M -$20.2M -274,725 -44%
CFG
174
Carr Financial Group
Massachusetts
$24.8M +$361K +4,912 +1%
GRP
175
Global Retirement Partners
California
$24.5M +$3.46M +47,477 +16%
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