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Vanguard Total Bond Market
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Overview Fund Activity

1,105 hedge funds and large institutions have $46.3B invested in Vanguard Total Bond Market in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 535 increasing their positions, 338 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,105
Holders Change
+14
Holders Change %
+1.28%
% of All Funds
19.41%
Holding in Top 10
166
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.6%
% of All Funds
2.92%
New
97
Increased
535
Reduced
338
Closed
62
Calls
$8.53M
Puts
$3.37M
Net Calls
+$5.16M
Net Calls Change
-$1.67M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$924M
2
Creative Planning
Creative Planning
Kansas
+$312M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$205M
4
Morgan Stanley
Morgan Stanley
New York
+$197M
5
LPL Financial
LPL Financial
California
+$135M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$552M
2
RIG
RiverFront Investment Group
Virginia
-$171M
3
CIAS
CBIZ Investment Advisory Services
Ohio
-$166M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$143M
5
TC
Toews Corporation
New Jersey
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
226
Kingsview Wealth Management
Oregon
$11.7M +$1.86M +21,758 +19%
PCWA
227
Pacific Capital Wealth Advisors
California
$11.6M +$10.3M +120,304 +759%
OMC
228
Old Mission Capital
Illinois
$11.5M +$7.75M +90,660 +209%
PWS
229
Paragon Wealth Strategies
Florida
$11.4M -$631K -7,380 -5%
BHWA
230
Beacon Harbor Wealth Advisors
Virginia
$11.4M +$469K +5,494 +4%
NEI
231
Northwest & Ethical Investments
Ontario, Canada
$11.2M +$3.02M +35,400 +37%
WF
232
Whelan Financial
California
$11.2M +$11.2M +131,359 New
CFP
233
Curran Financial Partners
South Carolina
$11M +$1.51M +17,712 +16%
TCOV
234
Trust Company of Vermont
Vermont
$10.7M -$475K -5,561 -4%
CL
235
Choreo LLC
Illinois
$10.7M -$179K -2,092 -2%
AIC
236
Ameritas Investment Company
Nebraska
$10.6M +$8.49M +99,407 +403%
WA
237
WBH Advisory
Maryland
$10.4M +$1.79M +20,960 +21%
SXL
238
Summit X LLC
Missouri
$10.3M +$795K +9,319 +8%
NL
239
NWAM LLC
Washington
$10.2M +$326K +3,814 +3%
WANY
240
Wealthspire Advisors (New York)
New York
$10.2M -$701K -8,202 -6%
Millennium Management
241
Millennium Management
New York
$10.2M -$11.1M -129,647 -52%
OIA
242
OneDigital Investment Advisors
Kansas
$10.1M +$863K +10,104 +9%
FWM
243
FSA Wealth Management
Massachusetts
$10.1M +$348K +4,068 +4%
JWA
244
JFS Wealth Advisors
Pennsylvania
$9.92M -$364K -4,257 -4%
MG
245
McCutchen Group
Washington
$9.91M +$167K +1,952 +2%
AUIM
246
Aegon USA Investment Management
Iowa
$9.87M -$112K -1,314 -1%
CWA
247
Clarity Wealth Advisors
California
$9.71M -$167K -1,950 -2%
CB
248
Cadence Bank
Mississippi
$9.58M +$1.23M +14,433 +15%
OPS
249
Orion Portfolio Solutions
Nebraska
$9.49M +$274K +3,206 +3%
SIS
250
SVB Investment Services
Utah
$9.45M +$1.05M +12,309 +13%
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