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Vanguard Total Bond Market
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Overview Fund Activity

1,270 hedge funds and large institutions have $56.9B invested in Vanguard Total Bond Market in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 603 increasing their positions, 425 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
20.25%
Holding in Top 10
206
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.64%
% of All Funds
3.28%
New
118
Increased
603
Reduced
425
Closed
99
Calls
$4.8M
Puts
$1.46M
Net Calls
+$3.33M
Net Calls Change
-$1.46M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.39B
2
Creative Planning
Creative Planning
Kansas
+$405M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$375M
4
Charles Schwab
Charles Schwab
California
+$200M
5
LPL Financial
LPL Financial
California
+$173M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$762M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$247M
3
OPAM
Ocean Park Asset Management
California
-$243M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$160M
5
PG
Prostatis Group
Maryland
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWA
226
Beacon Harbor Wealth Advisors
Virginia
$15.6M +$584K +8,365 +4%
Barclays
227
Barclays
United Kingdom
$15.4M – – –
AAS
228
Avantax Advisory Services
Texas
$15.2M +$815K +11,685 +6%
WB
229
WesBanco Bank
West Virginia
$15.1M -$2.16M -30,928 -13%
RA
230
Riversedge Advisors
Delaware
$15.1M +$1.57M +22,502 +12%
BFEC
231
Benjamin F. Edwards & Company
Missouri
$14.9M +$2.08M +29,784 +16%
BSSFA
232
Baron Silver Stevens Financial Advisors
Florida
$14.8M +$2.61M +37,375 +21%
BOH
233
Bank of Hawaii
Hawaii
$14.8M +$1.09M +15,585 +8%
MPW
234
MGO Private Wealth
California
$14.8M +$924K +13,244 +7%
RL
235
Rogco LP
Oklahoma
$14.6M +$14.6M +209,871 New
MWM
236
McNaughton Wealth Management
California
$14.6M +$364K +5,214 +3%
XF
237
XML Financial
Maryland
$14.6M -$607K -8,696 -4%
AA
238
Atmos Advisory
Pennsylvania
$14.6M +$753K +10,791 +5%
RBC
239
Roble Belko & Company
Pennsylvania
$14.4M -$5.81M -83,263 -29%
WF
240
Whelan Financial
California
$14.3M +$477K +6,836 +3%
KAS
241
Kestra Advisory Services
Texas
$14.1M +$2.15M +30,873 +18%
WA
242
WBH Advisory
Maryland
$14.1M +$548K +7,858 +4%
EPM
243
Elm Partners Management
Pennsylvania
$14M +$1.3M +18,618 +10%
USAA
244
United Services Automobile Association
Texas
$14M +$708K +10,144 +5%
HCC
245
Hirtle Callaghan & Co
Pennsylvania
$14M +$1.18M +16,849 +9%
CMP
246
Courage Miller Partners
Virginia
$14M +$3.57M +51,205 +34%
Lido Advisors
247
Lido Advisors
California
$13.9M -$2.51M -35,913 -15%
PA
248
Pinnacle Associates
New York
$13.8M +$1.09M +15,592 +9%
VRM
249
Vectors Research Management
New York
$13.6M +$8.8M +126,368 +185%
AC
250
Abbrea Capital
California
$13.4M -$760K -10,897 -5%
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