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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
21.1%
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
$12.5B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.47B
3
MIS
Morningstar Investment Services
Illinois
$1.32B
4
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
$507M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.29B

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$5.35M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.09B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.68B
4
US Bancorp
US Bancorp
Minnesota
$32.5M
5
G
GenTrust
Florida
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.5B +$6.41B +87,118,349 +106%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$8.47B +$785M +10,669,034 +10%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.09B -$701M -9,527,002 -9%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.68B -$453M -6,163,195 -14%
LPL Financial
5
LPL Financial
California
$2.52B +$48.2M +655,158 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.29B +$426M +5,792,806 +23%
Bank of America
7
Bank of America
North Carolina
$1.48B +$340M +4,621,526 +30%
Wells Fargo
8
Wells Fargo
California
$1.41B +$193M +2,621,687 +16%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.38B +$7.72M +104,945 +0.6%
MIS
10
Morningstar Investment Services
Illinois
$1.32B +$625M +8,482,025 +90%
SEI Investments
11
SEI Investments
Pennsylvania
$1.2B +$31.4M +426,673 +3%
AF
12
Allworth Financial
California
$1.16B +$38.4M +521,958 +3%
Goldman Sachs
13
Goldman Sachs
New York
$1.13B -$19.7M -267,259 -2%
BlackRock
14
BlackRock
New York
$938M +$1.48M +20,093 +0.2%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$748M +$163M +2,211,949 +28%
TTSTC
16
Texas Treasury Safekeeping Trust Company
Texas
$507M +$450M +6,121,670 +790%
Ameriprise
17
Ameriprise
Minnesota
$435M +$70.4M +953,270 +19%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$421M -$2.64M -35,894 -0.6%
OWM
19
Orgel Wealth Management
Wisconsin
$359M +$2.89M +39,292 +0.8%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$359M +$3.11M +42,301 +0.9%
UBS Group
21
UBS Group
Switzerland
$351M +$39.5M +536,449 +13%
Osaic Holdings
22
Osaic Holdings
Arizona
$322M -$84.9M -1,153,872 -21%
FWI
23
Facet Wealth Inc
Maryland
$283M +$53.5M +734,718 +23%
State Street
24
State Street
Massachusetts
$263M +$102M +1,390,233 +64%
CIAS
25
CBIZ Investment Advisory Services
Ohio
$263M +$9.2M +125,019 +4%
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