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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 %
GAM
201
Gotham Asset Management
New York
$21.5M – – –
SC
202
Stephens Consulting
Michigan
$21.4M +$1.67M +22,680 +8%
SCM
203
Steele Capital Management
Iowa
$21.4M +$21.4M +291,010 New
DI
204
DFPG Investments
Utah
$21.4M +$13.9M +188,985 +185%
ZF
205
Zhang Financial
Michigan
$21.1M -$886K -12,042 -4%
TFF
206
The Family Firm
Maryland
$20.7M -$1.34M -18,285 -6%
WTB
207
Washington Trust Bank
Washington
$20.6M +$14.8M +201,074 +253%
AP
208
Arlington Partners
Alabama
$20.6M +$20.6M +279,604 New
CTWM
209
Cherry Tree Wealth Management
Minnesota
$20.2M +$958K +13,028 +5%
FTS
210
Fifth Third Securities
Ohio
$20.2M +$6.21M +84,452 +45%
IFA
211
Index Fund Advisors
California
$20M +$811K +11,032 +4%
FMP
212
Financial Management Professionals
Texas
$20M +$499K +6,780 +3%
FAIM
213
Financial Advocates Investment Management
Washington
$20M +$2.64M +35,922 +15%
NSIM
214
North Star Investment Management
Illinois
$19.5M +$986K +13,410 +5%
ST
215
Smithfield Trust
Pennsylvania
$19.4M +$178K +2,420 +0.9%
BSSFA
216
Baron Silver Stevens Financial Advisors
Florida
$19.4M +$3.74M +50,887 +24%
TC
217
TownSquare Capital
Utah
$19.3M +$1.81M +24,672 +10%
HPFG
218
Hart & Patterson Financial Group
Massachusetts
$19.2M +$19.2M +261,332 New
SA
219
SAM Advisors
California
$19M +$771K +10,489 +4%
IWC
220
Integrated Wealth Concepts
Massachusetts
$19M +$1.18M +16,066 +7%
Empower Advisory Group
221
Empower Advisory Group
Colorado
$18.9M +$18.2M +247,174 +2,434%
LRIA
222
Leonard Rickey Investment Advisors
Washington
$18.9M +$486K +6,604 +3%
CFA
223
Cahill Financial Advisors
Minnesota
$18.4M +$504K +6,854 +3%
AAS
224
Avantax Advisory Services
Texas
$18.4M +$2.36M +32,138 +15%
PBF
225
Petix & Botte Financial
California
$18.2M +$85.8K +1,166 +0.5%
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